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Help Center
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🎞️ Watch the KeepTrackMed - Health Record App Introduction Video
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◼️ The Main MenuOn a phone, the menu is in the grey bar at the bottom. On a tablet the menu is in grey on the side. Dashboard - This will bring you to the main menu where you can go directly to the menus for all your family members. Reminders - You can add Reminders directly on this page, or you can set Reminders in lots of places throughout the app. Upcoming - This view will show you the upcoming (future) Appointments and Tests you have entered for all of your profiles (people/pets). Contacts - This is your contact list for all your Practices and Practitioners. You can call directly from this page if you have entered a phone number for your contact (orange phone icon). To view additional information on a Contact, simply click on it. You can SMS, Call, email or go to the Contact's web address from this view page if you have entered that information. Settings - You can change how you view the app (light mode vs dark mode), add additional profiles (people/pets), subscribe and more on this page.
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◼️ Welcome to KeepTrackMed - Health Tracker!Welcome to the KeepTrackMed app. By now, you will have completed the setup, and added your family members and your most visited Practices. Great job! There are lots of places you can start, but let's get to know the Dashboard first.
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◼️ Help in the AppIf you need any help while you are using the app, click on the page icon in the top right corner. The help for that page will open up for you.
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◼️ The DashboardEach time you open the app, you arrive on the Dashboard. Reminders are the first section you will see. When you are new to the app, there won't be a lot here. But if you added any Practices during the setup, there is a reminder to update/add more information for them such as phone number. If you click on the blue notification button, you can go straight to Reminders. Click on a Reminder to complete the task. Back on the Dashboard, there is a quick-add bar that allows you to quickly add a Symptom, Appointment or Test. Just click on a button, select who it's for, and you will be taken to the new record. It's that easy. Lastly on the Dashboard you will find big blue buttons with the names of the family members you added during the setup. Click a name, and you get to the good stuff! This is were you enter all the information for the name you clicked.
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◼️ Tips for embracing a new habit of staying current with entering your information.Here are a few tips that can help you get into the habit of entering your information. Use the built-in Reminders: Use the reminders that are all throughout the app to help you remember to enter follow-up information. It’s easy, most are on the bottom of the page for the information you are entering. Just check the box for a reminder, and take the stress of remembering off your plate. Set Reminders from the Reminders List: Use a reminder in the Reminders option to add more medical information. This could be daily, weekly, or as needed, depending on the type of information you want to track. Use Triggers: It’s easier to associate recording medical information with specific triggers or events, such as taking medication, finishing a doctor's appointment, or receiving test results. Just picked up a prescription, enter the details. Just finished an appointment, take a minute to add the details of the consultation. Get Support: you aren’t alone in this process. We have a few support resources such as tutorials, FAQs, and customer support for any questions or concerns you may have.
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◼️ Update Practice Information after the setupIf you added your most common Practices in the setup (Doctor's Office, Dentist, Optometrist, Pharmacy, Vet), it's good to go and add a bit more information such as their phone number, so you can call them directly from the app. You will find a reminder to add more information. - Go to "Reminders". - Click the reminder to 'Update Practice Details'. - This will take you to the 'Edit Practice /Place' page. - Enter the practice phone number or any other information about the practice. - Click "Save". (When you click "Save", the reminder will automatically go away) - Repeat this process for all of the Practices you added during the setup. You can watch the video below to learn how to add more Practices & Practitioners.
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🎞️ Watch our Getting Started Video!
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🎞️ Adding your Practices and Practitioners from the Contact ListThere are a few ways you can add practices and practitioners in the app. Watch the video below to learn how to add practices and practitioners from the Contacts list.
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◼️ What information should I enter first?Many of our customers say they don't even know where most of their information is. Well, don't worry if that is you too. It's easy to get started with just a little bit of information, and in no time, you will have lots of information in the app. First - do you take any MEDICATIONS or PRESCRIPTIONS? If the answer is yes, see if you can find the bottles and packages. - Start at the dashboard. - Click the name of the person or pet you want to enter the medications for. - Click on the "+ Add New" grey button under "Prescriptions | Medications | Supplements" - Start typing in the search bar to find your medication. If it comes up, great. If not, just type the name yourself. - Now enter as much information as you know about the medication. You only need to enter the fields that are marked with a *. - Click "Save" when you are done. Repeat for each medication or prescription you have. Now, the next time you need are asked about your medications, the information will be easy to access. And if you have a reaction or need to keep notes on a medication, you can add all of that information in here. It's easy to get back to the information you just added. If you click on the "Prescriptions | Medications | Supplements" button, you will see the list of all the Medications you have entered. Click on the line for the one you want, and you will be able to type in or update your information. Do you need a reminder when it's time to refill your prescription? Just check the box for a reminder and specify when you want to be notified. It will be on your reminders list and if you have allowed notifications on your device, you will get a notification when it's time to order your refill.
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◼️ Contacts: The difference between Practices & PractitionersYou will notice that there are both 'Practices' and 'Practitioners' in the Contacts list. What's the difference you may ask? Practices are the places you go. For example, your doctor's practice, your dentist's office, your physiotherapist's office. Practitioners are the people you see. This setup is a bit different from a typical contact list. But it has some big advantages. If you visit a doctor's practice, there may be multiple doctors, nurses and more, and this setup allows you to associate the people who work in a Practice, with that Practice. See the image below for an example. If you are the kind of person who remembers people's names, you can search in your contacts by Practitioner. If you are the kind of person who remembers offices and businesses, you can search in your contacts by Practice. But what if I see someone such as a massage therapist or a counsellor who doesn't have an official office (they work on their own)? Don't worry, we have that covered. When you are adding that practitioner, you would say they were "Independent" (works on their own). You don't have to associate them with a Practice, and you can easily look them up in the Practitioners list. 🎞️ Go to the "How To" section to watch the video on Adding Contacts from the Contact List 🎞️
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◼️ Make it easier to enter your information in KeepTrackMed...We totally get it - keeping up with entering health and medical info can feel like a chore, even with our user-friendly app. But don't worry, we've got your back! We've compiled some handy tips to help you make this task a breeze. Everyone has lots of old health information. Entering it in a new tool is no small task. Where do I start? What do you do about your past appointments, medications, vaccinations and more? How much should you enter in KeepTrackMed? What’s important to have available? Think about the last time you went to a new appointment and the information they asked for on the ‘New Client Questionnaire’. Most new client forms ask for: - Allergies - Health Conditions - Previous Operations - Vaccination History - Current Medications Some of that information might be hard to find, and some you might easily know. Just start small. ➡️ Take 15 minutes and enter what you know. ➡️ Then add a reminder in the Reminders section to come back in a few days and add some more information. If you have notifications enabled, you will get a handy notification as well. ➡️ Use the Reminders section to help prompt you to enter more information. Do your best, and know that nobody will be able to enter everything from their past, just get the most important information recorded. And if you start using KeepTrackMed regularly, before you know it, you will have lots of information in the app. Next time you are at a new appointment, filling out the form will be a breeze! Yeah!
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🎞️ How to: Adding a Contact from the Contact List
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🎞️ How to: Record a Symptom
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🎞️ How to: Quick-Add a ContactIn this video, we show you how to quickly add a new contact from almost anywhere in the app.
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❔ How does the Web Version work?The web version of KeepTrackMed works seamlessly with the mobile app. Simply log in from your desktop computer using the same email and password you use for the app. Once logged in, you can access and update all your health information, upload documents, and manage your records, with everything syncing across both web and mobile platforms for a smooth experience.
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❔ What if I have an appointments that is for a test? What's the difference?The "Appointments | Visits" option and the "Tests | Pathology" option work almost the same way. Both have a place to enter the date, time and duration, where the appointment or test is, and you can add the appointment or test to your calendar. The difference is that the 'Tests | Pathology" page allows you to select what 'Test' you are having, there is a section for 'Test Results', and you are able to upload a 'Photo' on the Tests page. If you have an appointment with a health-care provider, you would use the "Appointments | Visits" option. But if your appointment is for getting a test done, you should use the "Tests | Pathology" option. If both are at the same appointment, you can use either option, or use the "Appointments" option then add the Test in the "Tests" option. It's a good idea to use the Tests options for tests, as you can get a reminder to update the Test Results, and you can get a reminder to book your next test if applicable.
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❔ How do I print or share my information?There is a Print/Share function available on the following lists: - Allergies/Intolerances - Conditions/Diagnosis - Prescriptions/Medications/Supplements - Operations/Procedures To print or share, click the blue print button on the bottom right corner of the list page. When you see the report, you can click the 'Share' button to either print out that report, or you can share that report via email or message.
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❔ How do I print a Note or another record?To print a record from anywhere in the app, take a screenshot on your device of the page you want to print. Then, from your device, navigate to Photos/Gallery, and select the screenshot you just took, and send it to your printer. Note: Screenshots work best when the app is in 🔆 Light Mode. To change from ☾ Dark Mode to 🔆Light Mode, go to Settings and change the switch at the top of the page.
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What happens if I have an issue in the app or something doesn't work?Although we thoroughly test every release, it is possible you may experience an issue on your device. If you do experience any issues, please contact support and we will do our best to help you as quickly as possible. Either send an email to support@keeptrackmed.com OR in the app, go to: "Settings" "Contact Us" Choose the type "Report a Bug" Detail as much of the issue as you can. Please make a note of your app version when contacting us. This can be found at the bottom of the Settings Page. It is also very helpful to know what device you are using when experiencing the issue.
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