Start with one profile per person
Keeping one timeline for each person reduces mix-ups and makes it easier to understand whose document you are viewing. For another adult, organise records only with their permission.
- Full name and relationship
- Date of birth
- Known allergies or medicines only when the person has confirmed them
- An emergency contact kept outside public notes
Use the document date, not the upload date
A useful health timeline follows when care happened. Record the date printed on the prescription, report or discharge summary and keep the original file unchanged.
Keep a small, consistent set of categories
Prescriptions, lab reports, imaging reports and discharge summaries cover many everyday records. Add a clear title and the treating specialty when known.
- Avoid interpreting or rewriting clinical findings
- Correct obvious filing mistakes without altering the original
- Keep personal documents out of shared or public folders