How Do I Connect My Loved One’s Medical Records to Helpful?

Helpful ensures you have all the necessary tools to manage your loved one’s healthcare journey efficiently and effectively.

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Get insurance benefits, legal documents, and medical records in one place

Caregiver and loved one with a phone

By securely storing and categorizing medical records, you can easily retrieve important information, such as after-visit summaries, medications, and care plans. No more struggling to recall details during doctor's appointments or emergencies. With Helpful, you’re equipped with the knowledge and resources needed to provide the best possible care for your loved one, all in one convenient spot.

As a first step, we recommend connecting your loved one’s medical records to Helpful. This will allow us to provide you with personalized insights and recommendations based on your health history.

Connecting their medical records is quick and easy. 

Log in to your account on the app: 

  1. Navigate to the "Medical" section at the bottom of the app. 

  2. Follow the prompts to connect your loved one’s medical records.

  3. Once you've connected your loved one’s medical records, you will see their after visit summaries, medications and care plan information.

If you have any questions, need assistance, or would like to request a new feature on Helpful, please click here to contact our support team. We're here to help!

Follow Helpful's social media channels and website to stay updated on our upcoming launch.

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Get more support and guidance on insurance benefits, medical records and legal forms.

Helpful brings together your insurance benefits, legal documents, and medical records in one personalized place — so you always know what you have, and never have to search again.

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