Managing Health Records

The Records tab in Halo is where all your health information lives. This guide explains how to view, add, and manage your medical records.

Record Types

Halo organizes your health information into these categories:

Record Type	What It Includes
Conditions	Diagnosed health conditions (diabetes, hypertension, etc.)
Medications	Current and past medications with dosages
Allergies	Known allergies and sensitivities
Lab Results	Blood tests, urinalysis, and other lab work
Immunizations	Vaccines and boosters received

Viewing Your Records

1. Tap the Records tab at the bottom of the screen
2. You’ll see sections for each record type
3. Tap a section to expand and view details
4. Tap an individual record for full information

Understanding the Display

Each record type has a specific layout:

Conditions

Shows:

• Condition name
• Status (Active, Resolved, etc.)
• ICD-10 code (when available)
• Date diagnosed

Active conditions appear first, followed by resolved ones.

Medications

Shows:

• Medication name
• Dosage (amount and strength)
• Frequency (how often to take)
• Status (Active, Past)
• Refills remaining

Medications are grouped by Active and Past.

Lab Results

Shows:

• Test name
• Result value
• Reference range
• Status indicator (Normal, Abnormal, Critical)
• Date collected

Tap a result to see trend charts over time.

Adding Records Manually

You can add records yourself when they’re not synced from a doctor:

1. Go to the Records tab
2. Tap the section where you want to add (e.g., Medications)
3. Tap the + button in the top right
4. Fill in the required fields
5. Tap Save

Adding a Medication

Required fields:

• Medication name
• Dosage (e.g., 10mg)
• Frequency (e.g., Once daily)

Optional fields:

• Route (oral, injection, topical)
• Start date
• Prescribing doctor
• Notes

Tip

As you type a medication name, Halo suggests matches from a medical database to help you enter it correctly.

Adding a Condition

Required fields:

• Condition name
• Status (Active, Resolved, etc.)

Optional fields:

• ICD-10 code
• Date diagnosed
• Diagnosed by
• Notes

Adding an Allergy

Required fields:

• Allergen (what you’re allergic to)
• Reaction type

Optional fields:

• Severity (Mild, Moderate, Severe)
• Date discovered
• Notes

Editing Records

To update an existing record:

1. Find the record in the Records tab
2. Tap to open the detail view
3. Tap Edit in the top right
4. Make your changes
5. Tap Save

Note

Records synced from your doctor can be viewed but not edited. If there’s an error, contact your doctor to update it in their system.

Deleting Records

To remove a record you’ve added:

1. Open the record detail view
2. Scroll to the bottom
3. Tap Delete
4. Confirm the deletion

Caution

Deleted records cannot be recovered. Doctor-synced records cannot be deleted (they’re managed by your healthcare provider).

Records from Doctors

When you connect with a doctor who uses Aether:

How Syncing Works

1. Doctor views your chart in their EHR
2. Data is extracted and synced to Halo
3. You see the synced records with a “Synced” label
4. Records update automatically when your doctor makes changes

What Gets Synced

Data Type	Synced
Medications	✅ Current and recent
Conditions	✅ Active diagnoses
Allergies	✅ All known allergies
Lab Results	✅ Recent results
Vitals	✅ Latest measurements
Immunizations	✅ Vaccine history

Source Labels

Synced records show where they came from:

• Doctor’s name and practice
• EHR system (Epic, Cerner, etc.)
• Date last updated

Lab Result Trends

For lab results, Halo can show you trends over time:

1. Go to Records → Lab Results
2. Tap a result type (e.g., “Glucose”)
3. View the trend chart showing values over time
4. Normal range is highlighted for context

This helps you see how your health markers are changing and identify patterns.

Searching Records

To find a specific record:

1. On the Records tab, tap the search icon
2. Type your search term (medication name, condition, etc.)
3. Results appear across all record types
4. Tap a result to view details

Sharing Records

You can share a summary of your records:

1. Go to Profile → Share Records
2. Select which record types to include
3. Choose a sharing method (email, print, PDF)
4. Set a PIN for protected access
5. Share with your recipient

Tip

When sharing with a new doctor who doesn’t use Aether, the PDF summary gives them a quick overview of your health history.

Best Practices

Keep Records Current

• Update medications when prescriptions change
• Mark conditions as “Resolved” when appropriate
• Add new allergies immediately
• Review records periodically for accuracy

Be Complete

• Include dosages for medications
• Note severity for allergies
• Add dates when you remember them
• Include prescribing doctors when known

Next Steps

Connect with Doctors

Accept doctor invitations →

Secure Messaging

Message your doctors →