Patient

Visit Wallet

Keep a spare copy on your computer, a USB stick, or your own iCloud / Drive / Dropbox. If this phone is lost, open Visit Wallet on the new device and tap Bring a copy back. Visit Wallet does not upload your record to a Visit Wallet server.

Visit Wallet – Clinical Handoff

Patient-controlled record · For appointment use
Patient
Patient
Insurance
None listed
Pharmacy
None listed
Allergies
None listed
Current Medications
  • None listed
Active Problems
  • None listed
Open / Unconfirmed Items
  • None listed
Recent Key Labs
  • None listed
Recent Imaging
  • None listed
Recent Relevant Visits
  • None listed
Source documents available on request

Master Record

Living record · updates feed the Doctor Packet

Patient

Patient

Insurance

None listed

Pharmacy

None listed

Allergies

None listed

Current Medications

  • None listed

Active Problems

  • None listed

Open / Unconfirmed Items

  • None listed

Key Specialists & Procedures

  • None listed

Recent Key Labs

  • None listed

Imaging / Scans

  • None listed

Attachments Timeline

  • None listed

Add Visit

Capture what happened after the appointment

Visit saved. Review these updates:

Add to Recent Visits?

Welcome to Visit Wallet

Who is setting this up today?

Patient information

Required basics

Quick start

You can skip any of these and add later

Add one at a time: name, dose, how often

Medications

Name, dose, and how often — one at a time

On the list
  • No medications yet

Patient

You can skip any field

Insurance

Primary and secondary — skip any field

Primary
Secondary

Pharmacy

Name and phone — you can add more than one

On the list
  • No pharmacies yet

Edit list

Add one line at a time

On the list
  • Nothing listed yet
Coming next — not built yet