FAQ: My Records

Your Information Records and tags attached to them are displayed on this screen. It is a good starting point as you manage the information in your records and the tags attached to them.

Records and Tags

On this example screen, we see that Lisa Miller has three Medical Records set up, each with at least one tag attached.

Information Records are shown as orange colored buttons:

Clicking a Record’s button will take you to to that record’s “Dashboard”screen, where you can view/update information about that record. Learn more here.


Tags attached to each record are shown as gray buttons.

Clicking a Tag’s button will take you to that tag’s “Dashboard” screen, where you can view/update information about that tag. Learn more here.

More than one tag can be attached to an information record. In the example screen, we see that Lisa Miller’s Medical Record has multiple tags attached to it.


This means viewing either attached tag would display the same information in “Lisa’s Medical info”.

Click on a tag to manage it and you can control which record it is attached to.

Clicking on the eye icon next to the tag button will open a window to “view” that tag as other people would.

Click on a record to manage it, so you can view/update the information in the record – but the attachment of tags to records can be managed only on the “Manage Tag” screen.

The “Action Menu”

The “Action Menu” shows functions and shortcuts available for this screen