Medical Hub

Overview

The Medical hub is organized into five tabs. Each one handles a different part of managing care:

• Appointments: Schedule and track visits
• Providers: Keep a list of doctors, dentists, clinics, and pharmacies
• Calendar: See all appointments on a month view
• Notifications: Reminders and updates about upcoming visits
• Import: Bring in records from a file

Appointments

The Appointments tab is where you book and manage visits. Use the Schedule Appointment button to start.

Scheduling a Visit

1. Pick the family member the appointment is for
2. Choose a provider, or add a new one right in the flow
3. Pick a date and a time
4. Set the reason and any notes
5. Add a driver if someone needs a ride (optional)
6. Review and confirm

Time Slots

Times are shown as tap-friendly slots on the quarter hour — 9:00, 9:15, 9:30, and so on — because real appointments don't land at 9:03. Slots run during normal business hours (8:00 AM to 8:00 PM) by default.

• Open slots are tappable
• Taken slots for the same person are blocked, so you can't double-book them
• Same-provider slots show a heads-up in case the office can't take two visits at once
• Other family members' busy slots are flagged so you can plan around them

Rides & Drivers

If a visit needs a driver, mark Requires a driver and pick a pickup time. You can assign a family member so everyone knows who's handling transportation.

Editing or Canceling

Open any appointment to change the time, update details, or delete it. What you can change depends on your permissions — a view-only caregiver can see visits but not schedule or delete them.

Providers

The Providers tab is your address book of doctors, specialists, dentists, pharmacies, labs, and clinics. Use + Add Provider to add one.

Adding a Provider

1. Enter the provider's name and type (physician, dentist, pharmacy, and so on)
2. Add a specialty, phone, address, and website if you have them
3. Save

"Serving N patients"

Each provider card shows how many family members that provider cares for. This grows automatically as you schedule appointments — booking a visit with a provider links them to that patient. You can also add a provider once and make them available to your whole household.

Filtering

When you have several providers, use the type filters (All, Physician, Dentist, and so on) to narrow the list.

Calendar

The Calendar tab shows every appointment on a month grid, so you can see the whole family's schedule at a glance.

• Move between months with the arrows, or jump back with Today
• Each day shows the visits scheduled for it
• Filter the calendar to focus on one person or provider

Notifications

The Notifications tab collects reminders and updates tied to care — upcoming appointments, changes to a visit, and driver assignments. Filter by All, Upcoming, Recent, or Past to find what you need.

To change which reminders you get and how, see the Notifications guide.

Import

The Import tab lets you bring existing records into WPL from a file, so you don't have to re-enter everything by hand. Follow the on-screen steps to match your file's columns to the right fields, then confirm.

Best Practices

Permissions

What you can do in the Medical hub depends on the access you've been given. Owners have full control. Caregivers see the surfaces they're granted — for example, someone with schedule appointments can book visits, while a view-only caregiver can see them but not change them. Learn more in the Caregiver Mode guide.

Next Steps