For the person who became the family medical assistant
A medical record organizer that does the organizing
Most medical record organizers stop at "a labeled folder you have to maintain." That works for a month and falls apart by month three, usually because the person doing it has a job and a life and several other things on fire. KeptWell is the medical record organizer that does the sorting for you — new documents arrive, an AI reads each one, files it by type and date, summarizes it in plain English, and adds it to the timeline. The family member keeping things sorted doesn't have to be a clerk.
What a medical record organizer actually means
The category covers everything from a labeled file folder to a custom spreadsheet to a SaaS app. The shape people actually need is consistent: a single place new documents arrive into, a way for everything to get sorted automatically by document type and date, a summary on top of each one so nobody has to re-read the PDF to remember what it said, and a way for anyone in the family to query the whole record later — "when was her last colonoscopy," "what's the current cholesterol," "did the cardiologist change the blood pressure med at the last visit." Most organizers ship the storage and skip the rest.
Why most medical record organizers fail
Three things stop being optional after the first few months of an ongoing health situation. Manual systems can't sustain any of them.
Manual sorting decays predictably
A labeled folder works for the first six weeks. By month three, the labels are out of date, the most recent documents are in a stack on the desk, and nobody remembers which folder the imaging report from August went into. KeptWell sorts new uploads automatically — every document arrives with a type, a date, a summary, and structured fields — so the system doesn't depend on anyone remembering to file.
The family wants to help but the system lives in one head
Most family medical situations have one person who became the de facto record-keeper, and several other family members who would help if they could see what was going on. KeptWell circles make the record shared — everyone the patient invites sees the same organized view, on their own device — so the workload stops being one person's to carry alone.
AI sorting makes finding things almost free
The five-second answer to "when was her last colonoscopy" matters when you're sitting in a new specialist's intake form. A folder of well-labeled PDFs still requires opening files. KeptWell's chat has read every page in the circle and answers in plain English with citations back to the source. The organizer doesn't just store the records — it answers questions about them.
How KeptWell organizes records for you
The organization is a side effect of using the app — not a separate task on someone's plate.
Upload anything, including audio
Drag in PDFs, photos of paper, scans from the phone, emails forwarded from a patient portal, and audio recordings of visits or phone calls with the care team. KeptWell handles every format and extracts what's inside — type, date, key findings, structured fields like labs and medications.
Pathology — Mar 14.pdf
2.4 MB · uploaded Mar 14
- TypePathology report
- FindingsStage IIA, ER+/PR+, HER2-
- NextMed onc consult, 2 wks
Auto-categorize as records come in
Visits, labs, imaging, medications, insurance, and audio recordings get sorted into the right place automatically. Medication changes — dose ↑, dose ↓, started, stopped — surface as their own events with the date they appeared. Nothing relies on someone tagging it correctly.
Medication changes
Last 60 days
- Dose ↑
Lisinopril
10 → 20 mg · Mar 18
- Started
Atorvastatin
20 mg nightly · Mar 18
- Stopped
Spironolactone
— · Feb 02
Ask the organizer questions in plain English
"When was the last A1C and what was the value?" gets a real answer. "What did the pulmonologist say about the prednisone taper last visit?" gets a real answer. The chat has read everything and cites the source page for every claim, so the family doesn't have to remember which document said what.
When did Mom's platelets start dropping?
First dipped Feb 14 at 118. Trended down through Mar 13 (91, flagged low).
Ask a follow-up…
Other ways families use KeptWell
For medical binder
If what you're organizing is a paper binder you've kept for years, the digital medical binder use case is the same idea framed around the binder format.
For medical document scanner
If the first step is digitizing a pile of paper, the medical-document-scanner use case explains how KeptWell reads what it scans.
What we will never do with your records
These promises apply to every KeptWell account, regardless of plan or price.
- We won't sell your data.
- Not to advertisers, not to data brokers, not to insurers, not to pharma, not to anyone, in any form, ever.
- We won't show you ads.
- Not in the app, not in emails, not anywhere.
- We won't train AI models on your records.
- Anthropic (whose Claude model powers KeptWell) is contractually prohibited from training on anything we send them, under a signed Business Associate Agreement.
Common questions about medical record organizers
- What's the difference between this and a file-organization app?
- A file-organization app stores and labels files. You're still the one reading them. KeptWell reads each document on arrival, extracts structured information (labs, medications, dates, diagnoses), writes a plain-English summary, and lets the family ask the chat questions about the contents. Storage is one feature, not the whole product.
- Will it work if I already have 10 years of records to import?
- Yes. Upload in any order, at any pace. KeptWell processes each document as it arrives — there's no "import everything first" requirement. Many families start with the most recent month, get the routine in place, then backfill older records over time as energy allows. Older documents work the same as new ones.
- Can it import from MyChart or another patient portal?
- Not via a direct connection today. The right move for most families is to download PDFs from the portal and upload them into KeptWell — usually the visit summary, the most recent labs, and any imaging reports. Portal integration is on the roadmap, but it's a slow road because every health system runs a different Epic configuration. In the meantime, manual upload from any portal works.
- Who else can see the records?
- Only people you invite to the care circle, plus KeptWell's operations and engineering team under the same access controls that govern every covered entity's IT staff. We don't sell, share, or train on records — those are signed-and-in-writing promises on the pricing page. The full data practices page spells out who sees what and when.
- What does the AI actually do with my records?
- Reads each document on arrival. Extracts the document type, date, and key findings. Pulls structured information — lab values, medication changes, diagnoses, procedures — so they're searchable and chartable. Writes a plain-English summary. Answers questions in the chat with citations back to the source page. It does not give clinical advice, recommend treatment, or replace your care team. The AI accuracy and limits page covers what the AI does and doesn't do.
- What if I cancel?
- One-click export of everything in your circle. Cancellation is one click. Account deletion removes your data within 30 days. We won't lock you in.
Stop being the family filing clerk
Upload one document and let KeptWell sort, summarize, and index it for you. Free today.
Get started
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