DTC Medical Information Organizer | Canadian Disability Tax Credit Records (10-Page PDF)

Keep your DTC-related medical information organized in one convenient place.

The Claire Bennett DTC Medical Information Organizer is a practical 10-page printable resource designed to help Canadians organize the practitioners, medical history, treatments, supports, existing records and follow-up information that may be relevant to their Disability Tax Credit application.

Instead of trying to remember which practitioner has which information, where records are stored or what still needs to be followed up on, you'll have one structured place to keep track of it all.

WHAT'S INCLUDED
This 10-page PDF organizer includes:
• DTC medical information overview
• Practitioner and health-care provider organizer
• Medical history snapshot
• Medication, treatment and therapy record
• Aids, devices and supports organizer
• Two medical records inventory pages with space to track up to 12 records
• Medical information and CRA follow-up tracker
• Two Notes & Extra Information pages for additional writing space
• Space to record important dates, contacts, reference numbers and next steps
• Helpful reminders and Claire's Tips throughout

WHO THIS RESOURCE IS FOR
This organizer may be helpful for Canadians who are preparing or organizing information related to a Disability Tax Credit application and want one convenient place to keep relevant medical information and records together.

You do not need to have every type of medical record or know whether you qualify for the DTC before using this organizer. Use the sections that are relevant to your own situation.

IMPORTANT: WHAT THIS RESOURCE DOES NOT DO
This organizer does not determine whether you qualify for the Disability Tax Credit and does not guarantee approval.

It is not an eligibility assessment and does not replace the medical information provided by an appropriate medical practitioner as part of the DTC application process.

This resource is provided for educational and organizational purposes only. It is not medical, legal, tax or financial advice and does not replace information or instructions provided by the Canada Revenue Agency or advice from an appropriate qualified professional.

This is not an official government document and is not affiliated with, endorsed by or sponsored by the Canada Revenue Agency or any other government department.

Government programs, forms, procedures, eligibility criteria and requirements can change. Always verify current Disability Tax Credit information directly with the Canada Revenue Agency before applying or taking action.

DIGITAL PRODUCT
You will receive one 10-page PDF digital download.
No physical product will be mailed.

The organizer includes duplicate Medical Records Inventory and Notes & Extra Information pages to provide additional writing room. Individual pages can also be reprinted for your personal use whenever you need more space.

You can print the organizer at home or use the PDF digitally with compatible software. Colours may vary slightly depending on your screen, printer, paper and printer settings.
For best results, download and save your PDF after purchase.

PERSONAL USE
Your purchase is for personal use only. The file may not be resold, redistributed, shared, reproduced for commercial purposes or uploaded elsewhere for distribution.

ABOUT CLAIRE BENNETT CANADA
Claire Bennett Canada creates practical Canadian guides, workbooks, checklists and organizational resources designed to make complicated systems easier to understand and manage.

Clear information. Practical tools. Made for everyday Canadians.