User guide

How RecordKeeper works.

What the app is, how it's organized, and how to use every part of it — in plain language. Skim the section you need, or read it top to bottom.

Last updated August 7, 2026

What this guide covers

Welcome. This guide explains what RecordKeeper is, how it's organized, and how to use every part of it. It's here for getting started and for answering the questions that come up most. Skim the section you need, or read it top to bottom.

What RecordKeeper is

RecordKeeper is a personal health record that you own and control. It gathers your whole health picture — conditions, medications, labs, imaging, appointments, providers, symptoms, and the day-to-day things you track — into one private place, and makes it easy to understand and to share on your terms.

Three ideas run through everything:

RecordKeeper works on the web and as an app on your computer and mobile devices, and your records stay in sync across all of them.

You own it. Your records are yours. Nothing is sold, and nothing is shared unless you choose to share it.
One place. Instead of a folder here and a portal there, your history lives together — searchable, sortable, and exportable.
It helps, on your terms. A built-in assistant can summarize, explain, and draft from your own records, and can prepare polished documents for appointments. You stay in charge of what it sees and what it produces.

Getting started

1. Sign in. Enter your email and we send you a 6-digit code — type it in to sign in, or to start a free account if you're new. There's no password to remember. Prefer to look around first? Use Take a tour on the sign-in screen to explore a read-only demo account with sample data.

2. Add your first records. Three easy ways:

3. Meet your assistant. Tap Chat with Kirby from any screen to ask questions about your records, get plain-language explanations, or have a document drafted. The assistant only ever works from your own records.

4. Make it yours. In Settings you can choose which sections appear, rearrange your menu, pick an accent color, and turn optional suites on or off. The app adapts to the parts of your health you actually track.

Scan a document. Snap a photo or upload a file — an after-visit summary, a lab report, a med list — and it's read and filed into the right places for you to confirm.
Add it yourself. Every section has an + Add button with a short form.
Bring in what you already have. Connect your device's health data so vitals, steps, and sleep flow in automatically.

How the app is organized

RecordKeeper is grouped into a handful of areas. You can customize which appear and in what order.

Home — your dashboard. At-a-glance widgets (today's meds, next appointment, recent trends), a quick-log, and shortcuts. Tap Customize to choose your widgets.
Records — your clinical chart: diagnoses, medications, labs, imaging, providers, appointments, immunizations, visit notes, and more.
Track — the day-to-day: mood, sleep, symptoms, pain, cycle, and the specialized logs you enable.
Care — planning and coordination: a calendar, finding care and providers, messaging your care team, clinical-trial matching, and self-assessments.
Surgeries — your surgical and procedure history.
Food & Nutrition — a food log, recipes, meal plans, and a grocery list.
Insights — trends across vitals, labs, and meds, plus AI-compiled printable reports.
Therapy & Wellness — session recaps, goals, homework, coping skills, calming tools, and a safety plan.
Settings — your account, preferences, sharing options, reminders, and which features are on.

Your records

The core of RecordKeeper is a clean, complete chart you can hand to any clinician.

How to use it: open a section, tap + Add (or scan a document to fill several at once), and confirm the details. Everything you add flows into your reports, your emergency card, and what your assistant can reason from.

Conditions & Diagnoses — your conditions, active and resolved, with notes on how each was diagnosed or resolved.
Medications & Supplements — what you take, the dose and schedule, plus supplements. Mark a medication's status (taking, as-needed, not taken, on file) from its status dropdown.
Lab Results — panels and individual results, with trend lines so you can see a value move over time.
Imaging — scans like MRI, CT, and X-ray, with the report and any files.
Vitals & Device Health — blood pressure, heart rate, weight, and the metrics your connected devices sync in.
Care Team & Providers — your doctors and specialists, each with contact details, your own rating, and a private note.
Appointments — upcoming and past visits, with reminders.
Immunizations — your vaccination record, with a scannable health-card code for the ones that support it.
Visit Notes — the narrative of an encounter: the complaint, the assessment and plan, and the fuller story. This is what explains why a diagnosis was added or a medication changed.
Allergies & Reactions — structured allergy records with an instant check against your medication list, a reaction log, and expiry reminders for rescue devices.
File Archives — a home for any document or typed note, filed by category and provider.
Timeline — your entire history as one chronological feed you can filter and export: appointments, labs, meds, diagnoses, imaging, symptoms, and more.

Tracking your health day to day

Turn on only the trackers that fit you — each one shows patterns over time and can feed your reports.

How to use it: pick a tracker, log an entry (most take under a minute), and check its trend view. Backfilling past dates is supported where it makes sense.

Mood — a therapist-style monthly chart (1–10) across emotional, physical, and environmental factors, with a cycle overlay and an AI read of your patterns. A quick daily check-in is available too.
Sleep — a nightly log merged with your device data, sleep-debt against your target, apnea/CPAP tracking, and a wind-down checklist with streaks.
Dreams — a dream journal in the Sleep section. You can have a single dream reflected back to you, or look at the last two to four weeks together to see what recurs. It reflects what you actually wrote and won't tell you a symbol "means" something — dream dictionaries are not a source it treats as fact. It isn't a diagnostic tool.
Symptoms — log symptoms and flares (severity, body area, triggers) and watch them trend; mark them resolved with a note.
Pain & Flares — a chronic-pain journal by body area, intensity, quality, impact, triggers, and what brought relief.
Digestion & Urine — two trackers in one place, each switchable on or off in its Settings tab, so you can track one, both, or neither. Bowel covers Bristol scale, color, urgency, and pain; Urine covers color against a hydration scale, optional volume, urgency, burning, leakage, and odor. You can attach a photo to any entry, which the app can then read as part of a report. Reports come in three kinds — bowel on its own, urine on its own, or both together — each over today, the last 7 days, or the last 30 days.
Blood Pressure and Weight — quick entries with clear trend lines.
Exercise — walks, runs, rides, swims, strength, yoga, and more, logged in seconds or in full detail. It records what you did and never nags about what you didn't.
Cycle & Ovulation — period tracking, plus optional charting of temperature and other signals for an ovulation estimate.

Specialized suites

Deeper tools for specific needs. Turn any of these on in Settings; several are private by default, meaning they are never offered to providers or read by the assistant unless you explicitly choose to share them.

Skin — ongoing conditions like eczema and psoriasis with flare tracking, ABCDE mole/spot monitoring with photo timelines, dermatology-exam reminders, post-op healing photos, and a Learn tab.
Seizure Log — an epilepsy diary by event type, duration, aura, triggers, rescue meds, and recovery, with frequency tracking.
Asthma & Breathing — peak-flow readings with green/yellow/red zones from your personal best, rescue-inhaler use, and triggers.
PT & Rehab — a home-exercise log for your prescribed sets, reps, and holds, with weekly adherence for you and your physical therapist.
Sobriety & Recovery (private) — days sober per substance with milestones, and a craving log for intensity, trigger, and what you did instead.
Mood Episodes (private) — distinct depressive, manic, hypomanic, or mixed episodes for cyclical conditions, a higher-level view than the daily chart.
Carbs & Insulin — carbohydrates, insulin doses, and activity alongside your synced glucose readings. It records what you did and never suggests doses.
GLP-1 Companion — track your current dose and duration, side effects, and appetite control. It records your experience and never suggests dose changes.
Menopause Mode — stage, symptoms, and HRT, with a clinician report.
Sexual Wellness — activity, STI testing and reminders, contraception, and PrEP/PEP, with a private history. Intimate logs stay private; the clinical parts can flow into reports when you choose.
Pharmacogenomics — store results from a clinical lab and see which of your medications a gene is known to interact with, as a prompt for your prescriber.
Social & Substance History — the lifestyle block clinicians take at intake (tobacco, alcohol, occupation, exercise, living situation), kept current rather than logged daily.

Vault — your portal and billing logins

Managing your health means a pile of logins: patient portals, billing sites, pharmacies, insurers. The Vault keeps them in one place, with a title, username, password, web address, and notes for each.

It's built differently from the rest of the app, and it's worth understanding how:

Turn it on in Settings. You can change your passphrase at any time, which re-scrambles every entry under the new one.

It has its own passphrase, separate from how you sign in. You set it the first time you open the Vault.
Everything is scrambled on your own device before it leaves it — not just the passwords, but the usernames and even the titles. What's stored is unreadable without your passphrase.
Nobody can reset that passphrase — including us. There is no recovery email, no support route, no back door. If you forget it, those entries are permanently unreadable. The setup screen makes you confirm you understand this before it will let you continue.
Use the export. "Export Vault (still encrypted)" saves a file that's just as scrambled, so it's safe to keep anywhere. It is the only thing standing between a lost device and losing the lot.
It is never shared, never printed, and never read by the assistant — not by a share link, not in a report, not in your account export. It is the one part of RecordKeeper that no share can ever include.

Affirming Care

A dedicated space for gender-affirming care: a transition timeline, body measurements and private photos, name and gender-marker change tracking, letters, voice training with real-time feedback, Hair (electrolysis/laser and growth/scalp, each toggleable, with private before/after photos), and Family Building (fertility preservation with timing nudges, IUI/IVF cycles, pregnancy and nursing, and adoption or surrogacy journeys). A trans-friendly provider finder is built in.

Care & coordination

Calendar — your appointments and reminders in one view, able to sync with your device calendar.
Care Navigator — a guided "Help Me Find Care" flow: answer plain questions and get a recommended level of care and the right kind of clinician, then find, compare, and track the referral. It watches for emergency red flags and escalates clearly. It never diagnoses.
Find Providers — search for doctors and specialists and compare them.
Messages — draft a message to a provider with AI help from your records, then send it (their reply comes back to you) or copy it into your portal. You can point it at an email or a phone number.
Provider Calls — a recorded, summarized log of calls with offices; when an appointment is booked it can be added to your calendar.
Clinical-trial matching — find trials that may fit your situation.
Preventive Care — what screenings are due, with assessments.

Food & nutrition

Food log — search, scan a barcode, or describe a meal to log it, with your nutrition targets, allergies, and conditions in mind.
AI Kitchen — generate recipes from your ingredients or goals and plan meals.
Shopping List — a grocery checklist grouped by aisle, generated from your recipes.
Health Goals — set weight, lab, blood-pressure, step, or adherence goals measured from your real records, with an AI gameplan.

Insights & printable reports

Insights — trends for vitals, labs, and medications, and correlations the app notices.
Printables — polished, AI-compiled documents you can print or hand over: a Master Medical Record for appointments, appointment-question sheets, an ER plan, a health digest, pharmacy-savings summaries, and more. Every printable has an Instructions for the AI field so you can tell it to leave something out, add something, or change emphasis for that document.

Therapy & wellness

Sessions — save a session transcript (type it or record it) and get an AI recap; goals, homework the assistant pulls from your sessions automatically, coping skills with a practice log, and between-session reflections.
Wellness — in-the-moment tools: breathing, grounding, a meditation timer, ambient sounds, a gratitude journal, and affirmations.
Safety Plan & Crisis Toolkit (private) — a personal safety plan (warning signs, coping steps, people to reach, reasons) that powers a one-tap crisis screen. Its contents are never sent to the assistant.

Sharing with your care team

You decide who sees what, and for how long.

Some suites are private by default and are only ever included if you deliberately add them to a specific share. Your Vault is the exception to all of it: no share link can include it, at any setting.

Share a link — create a read-only link for a specific clinician, choose exactly which sections it includes, and revoke it any time.
Emergency ID — a lock-screen-friendly card with the essentials (allergies, conditions, meds, contacts, and — if you opt in — code status and proxy) for first responders.
Printables — hand over a Master Medical Record or a focused summary on paper.
Messages — send a clear, records-based message straight to a provider.

Your assistant

Kirby is your in-app assistant. It can answer questions about your records, explain a lab result or a diagnosis in plain language, narrate your trends, and draft documents and messages — always from your own data, never from outside guesses. You choose the assistant's response style in Settings, and you can steer any generated document with the Instructions for the AI field. The assistant does not diagnose, and it points you back to your clinician for medical decisions.

Reminders & renewals

RecordKeeper keeps track of what's coming up — appointments, medication refills, screenings that are due, and expiry dates for cards, prescriptions, and authorizations — and can send reminders so nothing slips.

Your privacy & control

For the full legal detail, see the Privacy Policy and Terms of Service.

You own your records and can export or delete them at any time.
Nothing is sold, used for advertising, or used to train AI models.
Nothing is shared unless you create a share, and every share is limited to the sections you pick and revocable instantly.
Private-by-default suites (like your safety plan, recovery, mood episodes, and intimate logs) are never offered to providers or read by the assistant unless you explicitly choose to include them.
Your Vault is scrambled on your device with a passphrase only you know, and cannot be shared, printed, exported readably, or read by the assistant.
Delete anytime — you can remove individual records or your whole account.

Common questions

Do I need to fill everything in? No. Start with what matters to you — even a few records make the app useful. Add more as you go, or scan a document to fill several sections at once.

Which devices does it work on? RecordKeeper is available on the web and as an app for your computer and mobile devices, and your records sync across them.

Is my information private? Yes. You own it, nothing is sold, and nothing is shared unless you choose to share it. Sensitive suites are private by default.

How do I share with my doctor? Create a share link with just the sections you want, hand over a printed Master Medical Record, or send a message from the Messages tab. You can revoke a link at any time.

Can the assistant give medical advice? No. It explains, summarizes, and drafts from your own records, and always points you back to your clinician for decisions.

How do I turn features on or off? In Settings you can enable or disable suites, choose which sections appear, and rearrange your menu so the app matches how you actually use it.

Something looks wrong — what do I do? You can edit or delete any record you've added. If you're stuck, the assistant can often help you find the right place.

RecordKeeper is a personal health record you own and control. It is not a medical provider and does not give medical advice. Always consult a qualified clinician for medical decisions.