Patient

Visit Wallet

Record open:

Phone and computer do not sync. Save a copy makes a file you can put in Drive, a USB, or email to yourself. On the other device, tap Bring a copy back and choose that file. We do not store your record. It only leaves this device when you send it out yourself: Save a copy, Share, or print.

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
Past / resolved conditions
  • 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

Past / resolved conditions

  • None listed

Open / Unconfirmed Items

  • None listed

Key Specialists & Procedures

  • None listed

Recent Key Labs

  • None listed

Imaging / Scans

  • None listed

Recent Visits

  • None listed

Photos & Files

None on this device yet

Add Visit

Capture what happened after the appointment

Visit saved. Review these updates:

Add to Recent Visits?

Whose record?

People on this device

Each person has their own record on this device. Adding a person does not change anyone else.

Start over

Which record do you want to erase?

Tip: tap Save a copy first if you might want a record back later.

The page you hand the doctor.

Visit Wallet

How this works

  1. Set up once — say who you are.
  2. Keep the Master Record current.
  3. At the clinic, hand them the Doctor Packet.
  4. Before a trip or a new phone, Save a copy.

Who is setting this up?

Choose one to continue

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