10 · Stage checklists

Questions for family, doctors, lawyers, insurers, hospitals, nurses, labs, and radiologists

A stage-by-stage command center: diagnosis, decision, preauthorization, pre-op, discharge, pathology, recovery, menopause, surveillance, and dispute escalation.

Education, not a prescription.

This guide supports informed conversations. It does not diagnose, prescribe, recommend an operation for a particular person, or replace a licensed treating professional. Attorney-led services and independently provided clinical services remain separate.

01

Stage 1 · Verify

Collect the genetic report, pathology, imaging reports and images, medication list, family history, insurance card, plan document, and a dated list of questions. Identify what is confirmed, what is suspected, and what still requires expert review.

  • Confirm identity and specimen on every report.
  • Separate germline results from tumor results.
  • Request second pathology or radiology review when a material finding is disputed or unusual.
02

Stage 2 · Decide

Define the decision and the deadline. Compare surveillance, prevention, and treatment options with the appropriate specialists. Record expected benefit, uncertainty, alternatives, irreversibility, recovery, future revisions, fertility, menopause, sensation, and quality-of-life effects.

  • Ovarian and fallopian-tube plan before breast timing is allowed to crowd it out.
  • Breast surgeon and plastic surgeon agree on sequence and contingencies.
  • Menopause and pain plans exist before the operation.
03

Stage 3 · Authorize and prepare

Verify surgeon, assistant, facility, anesthesia, pathology, reconstruction, imaging, and postoperative therapy benefits. Save reference numbers and portal messages. Ask the hospital who handles unexpected findings, after-hours complications, records, and billing corrections.

  • Written authorization matches the exact procedures and dates.
  • Advance directives and surrogate contacts are current.
  • Home help, clothing, drains, transport, medications, and return-to-work needs are planned.
04

Stage 4 · Recover, review, and escalate

Follow discharge instructions, track symptoms and drains, obtain operative and pathology reports, and attend follow-up. Reconcile the final diagnosis with the original plan. If access, billing, or coverage fails, preserve the denial and build a focused appeal before deadlines expire.

  • Know urgent red flags and the 24-hour contact.
  • Schedule rehabilitation, menopause, sexual-health, pain, and surveillance follow-up.
  • Document adverse events and product or device details, including lot or serial numbers when relevant.

Questions to take into the room

Ask for the reasoning, the uncertainty, and the next action.

Family

  1. Who is the decision support person?
  2. Who holds reports and the emergency list?
  3. Which relatives need genetic information?
  4. Who can provide practical recovery help?

Care team

  1. Who is responsible for each decision?
  2. Which finding would change the plan?
  3. What is uncertain?
  4. When and how will the team communicate across specialties?

System

  1. Is every service authorized?
  2. Which lab and radiology facility are in network?
  3. How are records transferred?
  4. What appeal or complaint path applies if care is delayed?

Primary-source reading

Verify the claim at its source.

Guidance changes. Open the source, check its date, and ask the treating professional how it applies to the actual person and decision.

California attorney-led planning

Need the records, questions, and coverage issues organized?

Call or email for conflicts screening and a defined engagement. Do not send medical or genetic records before secure intake instructions.