01

Stabilize and save care instructions

Seek appropriate care and follow the instructions you receive. Keep discharge papers, referrals, prescription information, work restrictions, and the names of treating facilities together.

  • Care instructions and appointment details
  • Names of providers and facilities
  • Receipts and insurance explanations
  • Written work or activity restrictions
02

Write a facts-only incident note

Record the date, approximate time, location, people involved, witnesses, report numbers, and where photos or video are stored. Mark uncertain details as uncertain.

  • Incident date, time, and location
  • Names and contact details
  • Police, workplace, property, or incident report number
  • Where original photos, messages, and video are saved
03

Open a contact log

Start one chronological log for calls, emails, letters, portals, and document requests.

  • Caller or sender and organization
  • Claim or reference number
  • Request and response
  • Documents sent and delivery method
04

Avoid irreversible decisions under pressure

A release, broad authorization, or final payment may have consequences that depend on its wording and local law. If the effect is unclear, ask a locally licensed lawyer before signing or accepting it.