Appointment management
Schedule, prepare for, and follow up on medical appointments.
Adding appointments
Navigate to Care Hub > Appointments and click "Add Appointment." Enter the provider name, specialty, date and time, location, and any notes about the purpose of the visit. You can categorize appointments by type: primary care, specialist, dental, therapy, lab work, imaging, or other. The appointment appears on the dashboard as the date approaches and can trigger reminders via SMS or push notification. All care circle members can see upcoming appointments, so everyone knows what is scheduled.
Preparing for appointments
Before any appointment, tap "Generate Questions" to get a personalized list of questions to ask the doctor. The system creates these based on the care recipient's current conditions, recent vitals trends, medication changes, and observations from visit logs. For example, if weight has been declining or a medication was recently changed, relevant questions will be included automatically. Print or save the list to bring along. You can also generate a full care report with medication lists and vitals data to hand to the provider.
After the appointment
Use the appointment notes feature to record what happened: changes to medications, new diagnoses, follow-up instructions, referrals, and lab orders. This creates a permanent record that the whole care circle can reference. If medications were changed, update the medication list immediately. If follow-up appointments were scheduled, add them right away. These notes are especially valuable when one family member takes the parent to the doctor and others need to know what happened.
Recurring appointments and calendar export
For regular visits such as monthly blood draws, weekly physical therapy, or quarterly specialist checkups, set the appointment as recurring. The app creates future appointments automatically, and you can modify individual occurrences without affecting the series. Export appointments to your personal calendar (Google Calendar, Apple Calendar, Outlook) using the iCal export feature so care appointments appear alongside your own schedule.
Tips
Schedule specialist appointments well in advance since wait times can be long. Add transportation notes if someone else is driving or if special transport is needed. Use the personalized questions feature before every visit, as it consistently surfaces things caregivers forget to ask. Update the medication list after any appointment where medications changed. The printable visit preparation sheet consolidates everything you need for the appointment on one page.