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Phoenix Health CompassAdvocacy Center

Advocacy Library

Every document you need, ready to print or send.

Templates, checklists, and trackers built by the Phoenix editorial team. Download as Microsoft Word or PDF — free, no account, nothing stored.

Letter templates

Medical Record Request Template

A HIPAA-compliant written request that names exactly which records you need.

  • Formal letter body
  • Record type checklist
  • 30-day timeline language
Letter templates

Insurance Appeal Letter Template

A structured internal appeal that addresses the denial reason directly.

  • Denial reference block
  • Medical necessity argument
  • Document attachment list
Letter templates

Complaint Letter Template

A factual, chronological complaint that investigators can actually act on.

  • Chronology block
  • Requested resolution
  • Escalation record
Letter templates

Workplace Accommodation Request

A written accommodation request that starts the interactive process on the record.

  • Accommodation description
  • Functional limitation language
  • Response request
Letter templates

Prior Authorization Support Letter

A clinician-facing outline that captures everything a plan asks for the first time.

  • Clinical justification outline
  • Criteria mapping
  • Peer-to-peer request
Checklists

Appointment Preparation Guide

Walk in organized: history, medications, questions, and what you need to leave with.

  • Pre-visit checklist
  • Top questions
  • After-visit confirmations
Checklists

Hospital Packing Checklist

What to bring for a planned admission — and what to leave at home.

  • Documents
  • Personal items
  • Caregiver items
Checklists

Hospital Stay Safety Checklist

Daily questions that catch problems while there is still time to fix them.

  • Daily safety questions
  • Handoff log
  • Discharge readiness
Checklists

Second Opinion Checklist

Make the second appointment produce a real, independent answer.

  • Records to send
  • Questions to ask
  • Decision comparison
Checklists

Surgery Question List

The questions that matter before, during consent, and after a procedure.

  • Surgeon questions
  • Anesthesia questions
  • Recovery questions
Checklists

Hospital Complaint Checklist

Everything to gather before filing so the complaint is investigable.

  • Evidence list
  • Filing sequence
  • Escalation tracker
Checklists

Medical Board Complaint Checklist

What state boards need, and what they cannot do for you.

  • Identification details
  • Chronology
  • Realistic expectations
Checklists

Caregiver Notes

A shared record so every caregiver has the same information.

  • Care team roster
  • Daily log
  • Task handoffs
Checklists

Recovery Checklist

Structure the first weeks home after surgery, illness, or hospitalization.

  • Week-by-week plan
  • Warning signs
  • Follow-up tracking
Trackers & forms

Medication Tracker

One current list you can hand to any clinician in any setting.

  • Medication table
  • Allergy list
  • Pharmacy details
Trackers & forms

Symptom Tracker

Patterns are persuasive. Track what changes and when.

  • Daily entries
  • Severity scale
  • Trigger notes
Trackers & forms

Medical History Form

One master history to reuse at every new provider intake.

  • Conditions
  • Surgeries
  • Family history
Trackers & forms

Emergency Contact Sheet

One page for the refrigerator, the wallet, and the hospital bag.

  • Contacts
  • Care team
  • Critical medical facts
Trackers & forms

Care Journal

A dated narrative record — the backbone of any appeal or complaint.

  • Entry pages
  • Call log
  • Document index
Quick guides

Question Lists by Situation

Ready-made questions for diagnosis, medication, testing, and referral conversations.

  • New diagnosis
  • New medication
  • New test
  • Referral
Quick guides

Patient Rights Summary

A one-page reference to carry into any facility.

  • Core rights
  • How to invoke them
  • Where to escalate
Quick guides

Informed Consent Questions

Five minutes of questions before signing anything.

  • Consent questions
  • Risk framing
  • Withdrawal rights
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Educational purposes only

Phoenix Health Compass does not provide legal advice or medical advice. This content summarizes publicly available government and nonprofit resources and is cited throughout. Always confirm requirements, deadlines, and forms with the official agency.