Routines (medications, appointments and tasks)

All three lists work the same, so learn one and you know them all. Over time many routines pile up, so you have two helpers to find the one you’re looking for without reading them all: a search search at the top, where you type a word (for example the medication name) and the app keeps only what matches, and some quick filters just below. They don’t all fit on the screen at once: at first sight you see «All», «Active» and «Past», and swiping the filter row towards the right reveals the rest, such as «With photo» (to keep only the ones with an attached image). Tap the one you want — for example «Active» — and the list below instantly keeps what matches.

When you want to write down a new routine, tap the add button (bottom right). Depending on your permissions one of two things will happen, and both are normal: if your role can scan, it will offer you the choice between «Scan with AI» (take a photo and let the app fill it in) or «Add manually» (type it yourself); if your role doesn’t scan, it opens the form directly so you fill it in by hand. You don’t have to do anything special: the app chooses for you based on what you can do. If you go for scanning, it’s explained step by step in the Scan with AI guide.

First, say which medication it is. In «Medication name» (this one is required) write what it’s called, copying it exactly from the box so there’s no mistake, for example «Enalapril 10 mg». Just below, if you wish, you can note the «Dose per intake» — that is, how much is given each time — for example «1 tablet» or «half a tablet». This last part isn’t required, but it helps any caregiver know exactly how much to give without having to guess.

Now tell it at what times it’s taken. In «Times of day» you add each time (for example 8:00, 14:00 and 20:00) with the «+ Add time» button add, and set as many as needed. If the medication is taken at evenly spread hours, to avoid going one by one you have some shortcuts that place them for you: «Every 4h», «Every 8h», «Every 12h» or «Every 24h». For example, if the doctor says «one every eight hours», you tap «Every 8h» and that’s it. It’s important that the times are right, because they’re what makes the dose appear at its hour on the Today screen.

Here you state on which days it’s given and how long the treatment lasts, so the app doesn’t keep reminding you about a pill that no longer needs taking. In «Frequency» you choose whether it’s «Every day», only on «Specific days» (for example, only Mondays and Thursdays) or «Every N days» (one day yes, two days no…). And in «Treatment duration» you set when it starts and when it «Ends», with three options depending on what the doctor told you: «When my doctor says so» (if it’s open-ended and you don’t know the date), «On a specific date» or «After a number of days» (for example, an antibiotic for seven days).

Finally, for extra peace of mind, in «Alert if not marked after…» you choose how much margin to allow (10, 20, 30 or 60 minutes) before the app warns that a dose has gone unmarked. That way, if someone misses it, a reminder pops up and it doesn’t fall into oblivion. At the very bottom you can add «Additional notes» if there’s something worth remembering (for example «take with breakfast»). When you have everything, tap «Add» to save it.

Start with the «Reason» for the appointment (this one is required), that is, what it’s for, for example «Blood pressure check» or «Blood test». Then, if you know them, you can fill in some details that are optional but very handy for arriving without stress: the «Specialty» (cardiology, podiatry…), the «Doctor» attending it and the «Location» where it takes place. It’s fine if you don’t have them all; enter the ones you know.

Now tell it when it is: choose the «Date» by tapping it on the calendar that appears and then the «Time». This is what will make the appointment pop up as an alert at the right moment and appear on the Today screen on its day.

Some appointments are one-offs and others repeat (for example, weekly rehabilitation). In «Recurrence» you choose what applies: «No, it’s a one-off» if it’s a single visit, or «Weekly», «Every 2 weeks», «Monthly» or «Custom» if it repeats. If you’ve chosen a repeating one, the app will ask for the «First appointment» and the «Last appointment» so it knows between which dates to keep reminding you.

So time doesn’t sneak up on you, turn on the alerts you want: «Day before» (to prepare whatever is needed) and/or «1 hour before» (to leave with time to spare). You can turn on one, both or neither, as you prefer. Just below you can add «Additional notes» with any important instruction, for example «Come fasting» or «bring the previous reports». When you finish, tap «Add».

First, write in «What needs to be done?» the task in your own words, for example «Take blood pressure», «Help with the shower» or «Call to remind about lunch». Then choose how often it’s done: «Once» (something one-off), «Every day» or «Specific days» (for example, only on weekends). And finally, set the «Times of day» when it’s due, with the same shortcuts you saw for medication to go faster.

To finish pinning it down, set the specific day or a «Date range» (between which days it has to be done), decide whether you want the app to alert you if it isn’t marked in time, and, if more detail is needed, add some «Additional notes» (for example «use the cream from the bathroom shelf»). When you have it, tap «Add» and the task will be saved and shared with the whole group.

From the add button choose «Scan with AI» document_scanner, frame the document and let the camera capture it; in a few seconds the form opens already filled in for you to review and save. The whole process in detail — importing a photo from the gallery, scanning multi-page documents, how many scans each plan includes and how the privacy of those images is protected — is in the dedicated guide Scan with AI.

Inside the detail, at the top right you have the more_vert menu with two options. «Edit» edit reopens the same form so you can change whatever you need (for example, adjusting the time of a dose). And «Delete» delete removes it entirely; the app will ask you to confirm first, because deleting a routine also deletes its completion history (the record of who marked it each time) and that cannot be recovered. So if it’s just that the treatment has ended, sometimes it’s better to let it expire by its date than to delete it.