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Prescription and Medication Expense Log Template
Keep all prescription and medication expenses organized in one clear, easy-to-read log.
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Prescription and Medication Expense Log Template
[Your Full Name]
[Street Address]
[City, State/Province, ZIP/Postal Code]
[Phone Number]
[Email Address]
Date of Birth: [MM/DD/YYYY]
1. Case, Claim, or Reference Information (If Applicable)
Type of Matter (check or describe):
Motor vehicle accident (may include DUI-related)
Workplace injury
Slip-and-fall / premises incident
Illness or medical condition
Other personal injury or legal matter
General health / personal tracking
Date of Injury or Onset of Condition: [MM/DD/YYYY]
Insurance Company (if applicable): [Name]
Health / Auto / Other Policy Number: [Number]
Attorney / Law Firm (if applicable): [Name]
File / Case Number: [Number]
2. Summary Period
This Prescription and Medication Expense Log covers:
From: [MM/DD/YYYY]
To: [MM/DD/YYYY]
3. Medication Expense Summary (Optional Overview)
(Complete after filling in your detailed entries.)
Total Number of Prescription Entries: [Number]
Total Number of OTC Entries: [Number]
Total Medication Cost (all sources): $[Total Cost]
Total Paid by Insurance / Benefit Plans: $[Total Insurance Payments]
Total Out-of-Pocket Amount (you paid): $[Total Out-of-Pocket]
4. Detailed Prescription and Medication Entries
Use one block per prescription or medication purchase. Copy or extend this section as needed.
Medication Entry 1
Entry No.: [1]
Date Filled / Purchased: [MM/DD/YYYY]
Pharmacy or Store Name: [Name]
Pharmacy Address (optional): [City, State/Province]
Prescription Number (if applicable): [Rx Number or “N/A”]
Medication Type (check one):
Prescription
Over-the-Counter (OTC)
Medication Name: [Drug Name]
Strength / Dosage: [e.g., “10 mg,” “500 mg,” “5 mg/1 mL”]
Form: [Tablet / Capsule / Liquid / Injection / Other]
Quantity Dispensed: [Number of tablets, capsules, mL, etc.]
Prescribing Provider (if prescription): [Provider Name]
Condition / Case Related To (optional):
[Example: “Neck and back pain from 01/10/2025 accident,” “Post-surgical care,” etc.]
Cost and Payment Details
Total Cost of Medication (as billed by pharmacy): $[Amount]
Amount Paid by Insurance or Plan (if any): $[Amount]
Discounts / Coupons / Savings Program (if any): $[Amount]
Out-of-Pocket Amount Paid by You: $[Amount]
Payment Method (optional): [Cash / Credit / Debit / HSA / FSA / Other]
Notes (optional):
[Example: “First fill,” “Emergency prescription,” “Generic substituted,” “Refill #2,” etc.]
Medication Entry 2
Entry No.: [2]
Date Filled / Purchased: [MM/DD/YYYY]
Pharmacy or Store Name: [Name]
Prescription Number (if applicable): [Rx Number or “N/A”]
Medication Type:
Prescription
Over-the-Counter (OTC)
Medication Name: [Drug Name]
Strength / Dosage: [Details]
Form: [Tablet / Capsule / Liquid / Other]
Quantity Dispensed: [Quantity]
Prescribing Provider (if prescription): [Name]
Condition / Case Related To: [Description]
Total Cost of Medication: $[Amount]
Amount Paid by Insurance or Plan: $[Amount]
Discounts / Coupons: $[Amount]
Out-of-Pocket Amount Paid by You: $[Amount]
Payment Method: [Method]
Notes: [Optional]
Medication Entry 3
Entry No.: [3]
Date Filled / Purchased: [MM/DD/YYYY]
Pharmacy or Store Name: [Name]
Prescription Number (if applicable): [Rx Number or “N/A”]
Medication Type:
Prescription
Over-the-Counter (OTC)
Medication Name: [Drug Name]
Strength / Dosage: [Details]
Form: [Tablet / Capsule / Liquid / Other]
Quantity Dispensed: [Quantity]
Prescribing Provider (if prescription): [Name]
Condition / Case Related To: [Description]
Total Cost of Medication: $[Amount]
Amount Paid by Insurance or Plan: $[Amount]
Discounts / Coupons: $[Amount]
Out-of-Pocket Amount Paid by You: $[Amount]
Payment Method: [Method]
Notes: [Optional]
(Add additional Medication Entry blocks as needed.)
5. Monthly or Period Totals (Optional)
You may summarize totals by month or other period if helpful for your insurer, attorney, or tax records.
Period Covered: [e.g., “January 2025,” “Q1 2025,” “01/01/2025–03/31/2025”]
Total Number of Entries in this Period: [Number]
Total Medication Cost: $[Amount]
Total Insurance / Plan Payments: $[Amount]
Total Out-of-Pocket Amount: $[Amount]
Notes or Explanations (if any):
[Example: “Includes post-surgical medications and pain management,” “Change from brand to generic,” etc.]
6. Attachments Checklist
Check all documents you are attaching or can provide if requested:
Pharmacy receipts
Prescription printouts or labels
Explanation of Benefits (EOBs) from health or auto insurance
Statements from mail-order or specialty pharmacies
Credit card or bank statements showing payment
Doctor’s prescriptions or medication lists
Other supporting documents: [Describe]
7. Notes and Method of Calculation
Use this section to explain how you calculated your totals and what’s included or excluded.
Notes:
[Example: “Log includes only medications related to back and neck injury from 03/15/2025 accident,” or “All amounts are before manufacturer rebates.”]
8. Certification and Signature (Optional but Recommended)
I, [Your Full Name], certify that the information in this Prescription and Medication Expense Log is true and accurate to the best of my knowledge and based on the receipts and records available to me. I understand that this log may be used for insurance, legal, reimbursement, or tax purposes, and I am responsible for keeping original documentation.
Signature: _______________________________
Printed Name: [Your Full Name]
Date Signed: [MM/DD/YYYY]
Place Signed (City, State/Province): [Location]
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Learn more about
Prescription and Medication Expense Log Template
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
PRESCRIPTION AND MEDICATION EXPENSE LOG TEMPLATE FAQ
What is a Prescription and Medication Expense Log?
A Prescription and Medication Expense Log is a document where you list all medications you purchase over a period of time, including prescription drugs, over-the-counter (OTC) medicines, and related pharmacy items. It typically tracks the drug name, date filled, pharmacy, cost, insurance payment, and your out-of-pocket share.
When should I use a medication expense log?
You can use a medication expense log when organizing costs for an insurance claim, personal injury or DUI-related case, workers’ compensation claim, health-care reimbursement account, or tax and budgeting purposes. It’s especially helpful when you have many prescriptions, frequent refills, or multiple pharmacies.
What information should I record in a Prescription and Medication Expense Log?
A helpful log usually includes: the date filled, pharmacy name, prescription or reference number, medication name and dosage, quantity, whether it is prescription or OTC, the total cost, insurance payment (if any), and your out-of-pocket amount. You can also add notes about which injury, condition, or case the medication relates to.
Can I use this template for insurance and personal injury claims?
Yes. This Prescription and Medication Expense Log Template is designed so you can present medication costs in a clear, structured format for insurers, attorneys, or claims professionals. You should still keep original pharmacy receipts, explanation of benefits (EOBs), and prescription printouts to support the entries in your log.
How does AI Lawyer help with a medication expense log?
AI Lawyer can help you structure and format your Prescription and Medication Expense Log by suggesting categories, wording, and layout. You provide the actual dates, drug names, and amounts, and AI Lawyer helps turn them into a clean document you can share with insurers, lawyers, or tax professionals. This template and any AI-generated content are for document organization only and are not legal, medical, or tax advice.
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