The Medication Safety Review Toolkit

Managing several medications can get complicated quickly.

Prescription medications, over-the-counter products, vitamins, supplements, refills, side effects, appointments, hospital medication changes, and different prescribers can all become difficult to keep organized.

The Medication Safety Review Toolkit was created to help adults, family caregivers, and patients taking multiple medications bring everything together in one practical resource.

Rather than telling you which medications to stop or change, this toolkit helps you organize your medication information, recognize potential concerns, track changes, and prepare better questions for your pharmacist, physician, or other healthcare professional.

What’s Inside

This 30-page printable toolkit includes:

• Complete medication profile
• Prescription medication inventory
• Over-the-counter medication inventory
• Vitamins, herbal products & supplement inventory
• “Why am I taking this?” medication worksheet
• Prescriber, pharmacy & care-team directory
• Medication safety review checklist
• Possible duplicate medication review prompts
• Side-effect symptom tracker
• Dizziness, balance & fall-risk review
• Sleepiness, confusion & memory-change tracker
• OTC medication safety checklist
• Supplement and medication interaction checklist
• Kidney and liver monitoring questions
• Daily medication schedule
• Weekly medication planner
• Refill & medication-access tracker
• Medication-change log
• Allergy & adverse-reaction record
• Hospital/discharge medication reconciliation worksheet
• “What changed?” before-and-after medication list
• Caregiver medication handoff sheet
• Brown-bag medication review checklist
• Questions to ask your pharmacist or prescriber
• Wallet-size medication and emergency information card
• Annual medication safety review
• Evidence-based references and safety guidance

Especially Helpful For

This toolkit may be useful for:

• Adults taking several prescription medications
• Family members helping manage a loved one’s medications
• Older adults with complex medication schedules
• Patients seeing multiple healthcare providers
• People using prescription medications along with OTC products or supplements
• Patients recently discharged from the hospital
• Anyone preparing for a pharmacist or physician medication review

Designed for Real-Life Medication Management

Print individual worksheets whenever you need them or keep the PDF available digitally.

Use the toolkit before appointments, after hospitalizations, when medications change, when organizing refills, or whenever you want a clearer picture of your complete medication regimen.

The goal is simple:

Organize. Review. Ask better questions.

Evidence-Informed

Developed using medication-safety principles and resources from organizations, including:

• U.S. Food and Drug Administration
• Agency for Healthcare Research and Quality
• Centers for Disease Control and Prevention
• National Institute on Aging
• American Geriatrics Society

Evidence reviewed through August 2026.

Digital Product

30-page printable PDF
Version 1.0
Instant digital download
No physical product will be shipped

For educational and organizational purposes only. This toolkit does not replace individualized medical advice. Do not start, stop, change, or adjust medications without consulting an appropriate healthcare professional.