# Organize records for an upcoming visit

Assemble the specific documents requested for a healthcare appointment.

Canonical page: https://agentsavings.vercel.app/tasks/organize-records-for-an-upcoming-visit

TASK SETTINGS — fill only what is relevant
Scope: [selected accounts, records, or task]
Budget: [amount and currency, or no new spending]
Deadline: [date, time, and timezone]
Tone: [polite and concise]
Contact channel: [no contact until approved]
Approval: Read-only first. Ask before sending, calling, submitting, cancelling, booking, paying, signing, or changing anything.

Assemble the specific documents requested for a healthcare appointment.

Use only the accounts and materials I authorize. Start with: the appointment instructions, requested record types and files or portals I explicitly authorize.

Match each requested item to a dated source and flag missing reports. Preserve the original wording and units; do not reinterpret results. Build a chronological index and a minimal packet for the named provider. Identify the official secure transfer method and any release form I must complete personally.

Work read-only and prepare drafts first. Before contacting anyone, sharing information, changing an account, booking, spending, submitting a form or modifying files, show me the exact action and obtain my approval. Do not diagnose, infer missing results, change medication information or send medical records without explicit approval.

Verify that your tools actually support the requested work. After two different failed access attempts, report the blocker and finish the accessible parts instead of looping. Never invent an action, source, availability or confirmation.

Return: a records checklist, source index, missing-document questions and secure handoff instructions. Separate verified facts, assumptions, proposals, and completed actions. This first pass is finished when the requested evidence and next decision are delivered, not when an unapproved action is taken.

[Shared operating rules](https://agentsavings.vercel.app/rules.md)