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Someone's in the hospital or seriously ill

What should I write down while they're in the hospital?

A woman in a beige coat writing on a form on a clipboard at a wooden table by a window

Photo: Sora Shimazaki / Pexels

Short answer

Keep one notebook. Write the date, time, who you spoke to, what they said, and what happens next. That record answers most billing and care questions later.

What to do

  1. Start one notebook or phone note on day one and keep everything in it.
  2. Write the date, time, and the name and role of every person you speak to.
  3. Note every test, medication change, and decision, and who told you about it.
  4. Ask each day whether they are inpatient or under observation, and write down the answer and the date.
  5. Keep every paper you are handed, especially any notice with the word Medicare on it.

What to say

Could you give me your name and your role, please? I'm keeping notes for my mom so we can follow what's happening.

Say it warmly to every new person at the bedside. Most are glad someone is keeping track.

What to watch out for

This is a sensitive stepSmall details here can change the outcome, and some mistakes are hard to undo. We highly recommend a free 15-minute call with us before you decide.

Relying on memory. Weeks later, when a bill or a denial arrives, nobody can say who said what on which day, and the paper trail is gone.

Better done together

We’re here to help

When someone you love is in the hospital, it is hard to know what will matter later. We help you set up your notes from day one, and tell you which details tend to matter most for billing, discharge and appeals, so nothing important slips by.

Every situation is different, and these are sensitive moments, so we look at yours with care. We often see what others miss, and we never take commissions from insurance companies: the only thing we are working for is what is right for you.

Free · 15 minutes · No pressure

The rule behind it

Hospitals must give Medicare patients who are admitted as inpatients a written Important Message from Medicare explaining their rights, including the right to appeal a discharge (42 CFR 405.1205). It comes within 2 days of admission and again shortly before discharge. If a Medicare patient is kept under observation as an outpatient for more than 24 hours, the hospital must give a Medicare Outpatient Observation Notice (MOON) within 36 hours (42 CFR 489.20(y)). Under HIPAA, the federal privacy law, the patient (or their personal representative) has the right to see and get a copy of the medical record, usually within 30 days (45 CFR 164.524).

Sources

Amanda Alcodia

Education, not medical, legal or insurance advice.

Useful next steps

Start with the free Kit. If your situation needs a person, the intro call is free too.