Notes

Business need

The wellness journal allows users to quickly record symptoms, blood pressure changes, off-schedule medication intake, or doctor recommendations. It is your personal medical diary that helps you track changes in your body’s condition over time, free your mind from keeping medical information, and always have an accurate timeline of events at hand for consultations with specialists.

Availability

Available to all authorized users.

The Health module is a strictly isolated private space. The financial roles of an administrator or member from the Money module do not apply here. None of the participants in your shared financial spaces have access to your medical records.

Location

You can access the wellness journal from any screen of the application:

1. Navigate to the Health tab on the bottom navigation bar.
2. Select the Notes item on the opened screen with the list of health modules.

Instructions

The notes module offers a simple set of tools for keeping a medical diary. The main functions include:

• Creation - to add a new record, tap the Add note button with the plus icon. Fill in the required Description field. The system will automatically insert the current time into the Date & Time field, but you can tap it and select any past date to record events retroactively. Tap Save to save.
• Editing - you can add to a record at any time. Tap the card of an existing note in the list to open the edit screen. You can add text without limits or change the event time. After tapping Save, the list will automatically sort to maintain perfect chronology.
• Deletion - if a record was created by mistake or is no longer relevant, you can permanently erase it. Open the note and tap the red trash bin icon in the top right corner. Confirm the action by tapping Delete in the pop-up window.

Expected result

By using the notes module, you get a neat and chronologically accurate list of your wellness events.

With any action (saving or deleting), the list updates instantly. Green success notifications always appear on the screen, such as Note created successfully or Note deleted successfully. Upon deletion, the record is physically erased from the database with no possibility of recovery.

Questions and answers

Can shared budget members see my health notes?

No. The Health module is strictly individual. Your medical records are 100% private and accessible only to you. Shared access applies exclusively to the financial modules.

Can I attach test result photos to a note?

Currently, the notes functionality only supports text descriptions. To store photos of documents or medical receipts, you can temporarily use the task tracker functionality.

Can I create a note retroactively?

Yes. You can tap the time field and select any past date in the calendar. The system will automatically build the correct chronology in your diary. It is not possible to select a future date.

Can I recover a deleted note?

No. Upon deletion, the data is permanently erased from the servers to ensure maximum privacy of your medical information. There is no recycle bin for recovery.

Possible errors

When working with the wellness journal, the following errors may occur:

• Required red pop-up notification - appears if you try to save an empty note without text.
• Datetime has wrong format notification - occurs in case of a technical failure of the time format when sending to the server.
• Not found notification - appears when trying to open or save a note that has already been deleted from another device.
• Given token not valid notification - means your security session has expired and you need to log into the app again.