Free checklist · printable template

Make a one-page type 2 diabetes summary for your doctors

Every doctor you see has part of the picture. One page that puts it all together helps each of them catch what the others might miss. Use the checklist and free template below, or let Phi build the summary from your records and flag what is missing or overdue.

What to put on your one-page summary

Thirteen things your care team will want in one place. Put a date next to every result.

  1. 1.Diagnosis and year

    Type 2 diabetes and the year you were diagnosed. Add any other conditions, such as high blood pressure, kidney disease or heart disease.

  2. 2.Current medicines and doses

    Every prescription with its dose and how often you take it, plus insulin, over-the-counter medicines and supplements. Note anything that changed since your last visit.

  3. 3.A1c trend

    Your last 3–4 A1c results with dates, so the direction is visible at a glance.

    The ADA recommends assessing blood-sugar control (usually with A1c) at least twice a year, and more often if you are not at goal or your treatment recently changed. Source: American Diabetes Association — Standards of Care in Diabetes—2026, §6 Glycemic Goals, Recommendation 6.2 (grade E).

  4. 4.Kidney: eGFR and UACR

    eGFR (a blood test) and the urine albumin-to-creatinine ratio, UACR (a urine test), each with dates. They measure different things, so you want both.

    The ADA recommends checking both at least once a year for everyone with type 2 diabetes. Source: American Diabetes Association — Standards of Care in Diabetes—2026, §11 Chronic Kidney Disease and Risk Management, Recommendation 11.1a (grade B).

  5. 5.Cholesterol (lipids)

    LDL, HDL, triglycerides and total cholesterol, with the date of your last test.

  6. 6.Blood pressure

    A few recent readings from home or the clinic, with dates.

  7. 7.Last dilated eye exam

    The date, and the name of the eye doctor who did it.

  8. 8.Last foot exam

    The date, and any numbness, sores or changes you have noticed.

  9. 9.Vitamin B12, if you take metformin

    Your last B12 result and date, or a note that it has not been checked. Ask whether you need one.

  10. 10.Vaccines

    Whatever you have on record, with dates: for example flu, COVID-19, pneumonia, shingles, hepatitis B.

  11. 11.Low blood sugar episodes

    How many since your last visit, the lowest reading, what you were doing, and whether you needed help.

  12. 12.Your care team

    Everyone you see (primary care, endocrinologist, kidney doctor, eye doctor, foot doctor, dietitian) with phone numbers, so each of them knows who else is involved.

  13. 13.Questions for this visit

    Your top three, most important first.

Free printable template

Print it, fill it in by hand, and bring a copy to each appointment. Only the template prints.

My type 2 diabetes summary

Name: ______________________   Date of birth: __________   Updated: __________

Diagnosis and year

Current medicines and doses

A1c trend

Kidney: eGFR and UACR

Cholesterol (lipids)

Blood pressure

Last dilated eye exam

Last foot exam

Vitamin B12, if you take metformin

Vaccines

Low blood sugar episodes

Your care team

Questions for this visit

Template from philongevity.com/type-2-diabetes-summary. Not medical advice; your doctor decides what you need and when.

Or let Phi build it for you

Filling this in by hand means digging through patient portals and old printouts. Phi does the lab part for you, and keeps it current.

  1. 01

    Connect MyChart* or upload a lab PDF

    Photos of printouts and spreadsheets work too. Years of results from every clinic end up in one place.

  2. 02

    Phi builds a one-page Care Team Brief

    Every lab result with its date, compared against the range printed on your own lab report, with trends and the guideline behind every flag.

  3. 03

    It flags what is missing or overdue

    For type 2 diabetes, Phi checks whether your A1c, eGFR and UACR are on the schedule the ADA recommends (American Diabetes Association — Standards of Care in Diabetes—2026, §6 Glycemic Goals, Recommendation 6.2 (grade E); American Diabetes Association — Standards of Care in Diabetes—2026, §11 Chronic Kidney Disease and Risk Management, Recommendation 11.1a (grade B)), and flags an eGFR that keeps falling faster than KDIGO's definition of rapid decline, more than 5 mL/min/1.73m² a year (KDIGO — Clinical Practice Guideline for the Evaluation and Management of Chronic Kidney Disease (2012), Recommendation 2.1.3 (not graded)).

  4. 04

    Bring it to every appointment

    Print it or save it as a PDF. Add your medicines, exams and questions from the checklist above.

See a sample Care Team Brief

Sample — made-up values, not a real patient

A made-up 58-year-old man with type 2 diabetes and early kidney changes. This is the same page Phi builds from real records. What to notice:

  • His eGFR is falling faster than KDIGO's rapid-decline threshold, even though his creatinine still reads "in range".
  • His urine test (UACR) is overdue: last done in June 2025.
  • Vitamin B12 appears without a status because the source report printed no range. Phi never substitutes one.
Shared by the patient for their care team.

PATIENT-SUPPLIED HEALTH SUMMARY

Prepared with Phi Longevity · for clinician review
Sample Patient DOB 03/14/1968 (58 M) · Prepared 09/15/2026 · Labs covered 10/03/2023 – 08/26/2026 (8 draws)

Worth a second look

eGFR has fallen about 7.2 mL/min/1.73m² per year across 5 results (10/03/2023 79 → 08/26/2026 58) — faster than the guideline's definition of rapid decline (a sustained change of more than 5 mL/min/1.73m² per year). [1]

HbA1c has been above the lab's own range on 5 results over about 24 months. A pattern that persists can be easy to miss when each result is read alone.

Needs attention (each compared vs the lab's reference range)

MarkerResults (date)Lab rangeStatus
HbA1c
guideline: at least twice a year [3]
8.2 (Sep '24) → 7.8 (Mar '25) → 7.4 (Sep) → 7.1 (Mar '26) → 7.3 (Aug) %4–5.6Above · worsening ↑
eGFR
rapid decline = sustained >5/yr [1]
79 (Oct '23) → 72 (Sep '24) → 66 (Sep '25) → 61 (Mar '26) → 58 (Aug) mL/min/1.73m²>60Below · worsening ↓
Urine albumin/creatinine ratio (UACR)41 mg/g (06/17) · prior 22 (06/18)<30Above · worsening ↑
Glucose, fasting146 mg/dL (08/26)70–99Above · single result
LDL cholesterol108 mg/dL (08/26) · prior 124 (09/09)<100Above · improving ↓
Triglycerides171 mg/dL (08/26) · prior 188 (09/09)<150Above · improving ↓
STABLE / IN RANGE: ALT 28 (0–44) · Creatinine 1.29 (0.7–1.3) · HDL cholesterol 44 (>40) · Potassium 4.6 (3.5–5.2)
NOT IN THE RECORDS WE HAVE (tests the guideline recommends for this condition):
  • Urine albumin/creatinine ratio (UACR) — last measured 06/17/2025; recommended at least once a year (due since 06/17/2026). [2]
RANGE NOT ON SOURCE REPORT (shown without a status — we never substitute a range): Vitamin B12 318 pg/mL (03/11)
REFERENCES (guideline text the numbered items rely on)
[1]KDIGO — Clinical Practice Guideline for the Evaluation and Management of Chronic Kidney Disease· 2012 · Recommendation 2.1.3 (not graded) · kdigo.org/wp-content/uploads/2017/02/KDIGO_2012_CKD_GL.pdf
[2]American Diabetes Association — Standards of Care in Diabetes—2026, §11 Chronic Kidney Disease and Risk Management· Recommendation 11.1a (grade B) · pmc.ncbi.nlm.nih.gov/articles/PMC12690176
[3]American Diabetes Association — Standards of Care in Diabetes—2026, §6 Glycemic Goals· Recommendation 6.2 (grade E) · pmc.ncbi.nlm.nih.gov/articles/PMC12690178
SOURCES Lab reports · MyChart / Epic · values transcribed by software
Patient-supplied summary; verify against the source documents before clinical use. Not a diagnosis.

Get your own one-page brief

Your first brief is free, with no credit card needed. Sign up with Google or email, then connect MyChart* or upload a lab PDF. Phi Complete ($29/month) keeps it current as new results arrive.

Build my free Care Team Brief

Common questions

What should a one-page type 2 diabetes summary for my doctor include?
Your diagnosis and year, current medicines and doses, your A1c trend with dates, kidney tests (eGFR and urine albumin-to-creatinine ratio, UACR), cholesterol, blood pressure, the dates of your last eye and foot exams, vitamin B12 if you take metformin, vaccines, any low blood sugar episodes, who is on your care team, and your questions for the visit.
Can Phi Longevity make the summary for me?
Yes. Connect MyChart (at participating Epic health systems) or upload a lab PDF, and Phi builds a one-page Care Team Brief of your lab results with dates, trends and guideline citations, and flags tests that are missing or overdue. You add your medicines, exams and questions.
Is it free?
Your first brief is free, with no credit card needed. Phi Complete ($29/month) keeps it current as new results arrive.

More: what your type 2 diabetes lab numbers mean · sample full report · how we protect your data

Private by design: HIPAA-eligible storage under a signed Google Cloud BAA, encrypted, never sold.

*At participating Epic/MyChart health systems.

Phi Longevity provides health intelligence, not medical advice. This checklist is a starting point for a conversation with your care team; your doctor decides what you need and when.