swarm-master/swarm-common/obsidian-vault/will/will-shared-zap/Atlas/Personal Context/Areas/Medical Appointment Tracker.md

tags, type, created, sensitive, status

tags	type	created	sensitive	status
atlas personal-context health appointments tracker	tracker	2026-05-15	true	active

Medical Appointment Tracker

Purpose: keep medical/admin appointments out of Will's head and make the next action obvious.

This is not medical advice. This is scheduling/admin tracking.

Current priorities

1. PCP / FMLA appointment support
2. Medication refill Zoom call
3. Find/book psychiatrist/shrink
4. Hearing check appointment
5. Eye appointment for possible new glasses/lenses

Minimum viable win

If energy is low, do just one thing:

• Send one portal message, make one call, or identify one phone number.

That counts as progress.

Tracker

PCP / FMLA support

• Status: blocked / PCP booked until late this month
• Need: sooner appointment or alternate clinician who can support medical leave/FMLA paperwork
• Related note: FMLA Monday Appointment Playbook

Next actions:

• Send PCP portal message using the FMLA playbook
• Ask for cancellation list
• Ask for same-team provider
• Ask for telehealth
• Ask if another clinician can start/complete FMLA documentation
• Record appointment date/time here once scheduled

Appointment details:

• Date/time:
• Provider:
• Location/link:
• Notes:

Medication refill Zoom call

• Status: scheduled
• Practitioner: Sammy
• Need: refill daily depression/anxiety medication

Next actions:

• Confirm date/time of Zoom call
• Confirm link/provider name
• Prepare current medication list and refill needs
• Ask about bridge refill if needed
• Record outcome

Appointment details:

• Date/time: 2026-05-25 10:00–11:00am PT
• Practitioner: Sammy
• Zoom/link: invite will be sent later
• Medications/refills needed:
• Outcome:

Psychiatrist / shrink

• Status: needs booking
• Need: mental-health specialist for depression/anxiety, sleep difficulty, treatment support, and possibly leave documentation support

Next actions:

• Check insurance/provider directory
• Ask PCP/clinic for psychiatry referral
• Search for telehealth psychiatry options
• Ask about earliest available appointment
• Book intake appointment

Appointment details:

• Date/time:
• Provider:
• Location/link:
• Intake requirements:
• Notes:

Hearing check

• Status: needs booking
• Need: hearing test/audiology evaluation and hearing aids discussion if needed
• Insurance to mention: UMR Choice Plus Network through CoreWeave; ask whether they also work with UnitedHealthcare Hearing benefits

Next actions:

• Identify clinic/audiology options
• Check insurance/referral requirement
• Book appointment

Candidate clinics:

1. Clear Hearing + Audiology — close to Queen Anne/South Lake Union; phone found online: (206) 596-2099; ask if in-network with UMR/UnitedHealthcare Choice Plus and UHC Hearing.
2. Magnolia Hearing — near Queen Anne/Magnolia/Uptown; verify UMR/UHC Hearing.
3. UnitedHealthcare Hearing provider search — https://www.uhchearing.com/find-a-provider

Call script:

Hi, I’d like to schedule the soonest hearing test/audiology evaluation and discuss hearing aids if needed. My insurance is UMR Choice Plus Network through CoreWeave. Are you in-network with UMR/UnitedHealthcare Choice Plus, and do you work with UnitedHealthcare Hearing benefits for hearing aids?

Appointment details:

• Date/time:
• Provider/clinic:
• Location/link:
• Notes:

Eye appointment / glasses-lenses

• Status: needs booking
• Need: routine comprehensive eye exam for glasses and contacts
• Vision insurance: Guardian Dental/Vision through CoreWeave; plan/group G-00032576

Next actions:

• Identify optometrist/clinic
• Check Guardian Vision coverage/contact lens evaluation coverage
• Book eye exam
• Bring current glasses/contacts prescription if available

Candidate clinics:

1. Eye Clinics of Seattle — Queen Anne, 20 Boston St, Seattle, WA 98109, (206) 282-8120. Ask whether they are in-network with Guardian Vision and whether contact lens exam/fitting is covered.
2. Queen Anne Vision Clinic — 535 4th Ave W, Seattle, WA 98119, (206) 281-9100. Backup; verify Guardian Vision.

Call script:

Hi, I’d like to schedule the soonest routine comprehensive eye exam for glasses and contacts. My vision insurance is Guardian Dental/Vision through CoreWeave, plan/group G-00032576. Are you in-network with Guardian Vision, and can you verify coverage for a contact lens exam/fitting?

Appointment details:

• Date/time:
• Provider/clinic:
• Location/link:
• Notes:

Weekly review

Use this once or twice per week, not every day unless needed.

• What is the single most urgent appointment/admin item?
• What is blocked?
• What can Atlas draft or organize?
• What reminder, if any, should be created with Will's approval?

Related notes

• Health and Medical Leave
• FMLA Monday Appointment Playbook
• Will