What You'll Learn
This tutorial walks you through the complete setup process — from creating your account to getting your first AI-powered health insights. By the end, you'll know how to:
- Create your account and set up your health profile
- Upload medical documents and watch the AI extract structured data
- Navigate the dashboard and explore your health metrics
- Chat with the AI assistant about your health records
- Set up email notifications and preferences
Throughout this guide, we'll follow a fictitious patient, Sarah Chen, as she sets up her account and uploads her first lab report.
Step 1: Create Your Account
Head to the signup page and create your account. You have two options:
- Google Sign-In — One click, no password needed. Your Google profile name and email are used automatically.
- Email & Password — Enter your email and choose a password. You'll receive a verification email — click the link to activate your account before logging in.
Sarah signs up with her Google account. After the one-click OAuth flow, she's immediately taken to the dashboard.
Tip: If you sign up with email and don't see the verification email, check your spam folder or use the "Resend verification" link on the login page.
Step 2: Set Up Your Health Profile
Before uploading documents, visit Settings from the sidebar to fill in your health profile. This helps the AI provide more personalized insights.
Your profile includes:
- Basic info — Name, date of birth, sex, blood type
- Body measurements — Height and weight (used for BMI calculations and reference ranges)
- Medical history — Existing conditions, family history, current symptoms
- Lifestyle — Exercise habits, diet, smoking/alcohol status
- Emergency contact — Name, phone, relationship
Sarah enters her height (5'6"), weight (140 lbs), blood type (A+), and notes a family history of high cholesterol. The AI will use this context when analyzing her lab results later.
Why it matters: Reference ranges for lab results vary by age, sex, and other factors. A hemoglobin level that's normal for a man might be flagged for a woman. Your profile ensures accurate interpretations.
Step 3: Upload Your First Document
Navigate to Documents in the sidebar and use the upload area to add your first medical document. You can drag and drop files or click to browse.
Supported formats: PDF, JPG, PNG, DOCX, and TXT. You can upload up to 20 files at once — they'll process concurrently.
Sarah uploads three files from her recent hospital visit:
- LabCorp_CBC_March2024.pdf — Complete blood count and metabolic panel
- Discharge_Summary_Regional_Hospital.pdf — Summary from an urgent care visit
- Immunization_Record_2023.jpg — Photo of her vaccination card
Each file goes through a 7-step AI pipeline:
- Parse — Extract text from the document (OCR for images)
- Classify — Identify what type of document it is
- Extract — Pull out structured data (lab values, medications, diagnoses)
- Normalize — Standardize units and apply medical codes (LOINC, RxNorm, ICD-10)
- Store — Save records to your health timeline
- Summarize — Generate a plain-English summary
- Analyze — Check for concerning patterns or results
Sarah's CBC report processes in about 20 seconds. The AI extracts 14 lab metrics (hemoglobin, white blood cells, platelets, glucose, and more) and 2 medications listed in the report. Each metric is automatically coded with its LOINC identifier for proper tracking.
Pro tip: You can also email documents as attachments to your personal inbox address (shown in Settings). They'll be automatically processed — no login needed.
Step 4: Explore Your Dashboard
After documents are processed, head back to Home to see your health overview. The dashboard shows a summary of everything the AI has extracted.
Sarah's dashboard now shows:
- 12 documents uploaded (she added some older records too)
- 47 lab metrics tracked across 8 medical categories
- 2 active alerts — the AI flagged her rising LDL cholesterol
- Recent activity — a timeline of what was just processed
- Quick actions — shortcuts to upload, chat, or view lab results
The sidebar gives you access to all sections of the app:
- Timeline — Chronological view of all health events
- Documents — All uploaded files and their processing status
- Chat — AI health assistant (more on this below)
- Lab Results — Metrics organized by medical category
- Medications — Current and past medications
- Insights — AI-generated alerts and health observations
Step 5: Review Your Lab Results
The Lab Results page is where the power of structured data really shines. Instead of flipping through PDF reports, you see all your metrics organized by standard medical categories.
Each metric shows:
- Latest value — Color-coded: green (normal), yellow (borderline), red (out of range)
- Reference range bar — Visual indicator of where your result falls
- Trend direction — Based on your last two data points (up, down, or stable)
- Test count — How many data points we have for this metric
Sarah notices her LDL cholesterol is flagged red at 142 mg/dL (optimal is below 100), and it's been trending upward. She clicks on it to see the full trend chart — a time-series graph showing all her LDL values over the past year.
The categories include:
- Complete Blood Count (CBC)
- Lipid Panel
- Comprehensive Metabolic Panel
- Liver Function
- Kidney Function
- Thyroid Function
- Body Composition
- And more (18 categories total, 150+ LOINC codes)
Step 6: Chat with the AI Health Assistant
The Chat section lets you have natural conversations about your health data. The AI has access to all your records and can search, analyze trends, and even add new data through conversation.
Sarah asks about her cholesterol results. The AI pulls her actual lab values, identifies the upward trend across 4 tests, and suggests discussing it at her upcoming appointment.
Then she mentions she started taking fish oil. The AI uses its built-in tools to add the medication to her records automatically — no manual data entry needed.
What you can do in chat:
- Ask questions — "What were my last hemoglobin results?" "Am I due for any vaccinations?"
- Add data — "Log that I took my blood pressure: 120/80" "I started taking Vitamin D 2000 IU"
- Get insights — "How has my glucose trended this year?" "Summarize my last blood work"
- Upload files — Attach documents directly in the chat and ask questions about them
The AI uses 11 specialized tools behind the scenes: searching records, adding lab results, logging medications, tracking symptoms, recording workouts, and more. All through natural conversation.
Note: The AI provides information based on your health data, but it's not a substitute for professional medical advice. Always consult your healthcare provider for medical decisions.
Step 7: Set Up Email Notifications
Visit Settings and scroll to the notification preferences section. You can configure three types of email notifications:
- Critical alerts — Immediate email when the AI detects something that may need urgent attention (on by default)
- Document processing — Confirmation when an uploaded document finishes processing (on by default)
- Daily digest — A morning summary of new alerts and health updates from the past 24 hours (off by default)
Sarah enables the daily digest so she gets a morning email roundup. She keeps critical alerts on and document notifications on — she likes knowing when her emailed documents are processed.
Email-in feature: Remember, you can also send documents to your personal inbox address. Any email attachments (lab reports, prescriptions, etc.) are automatically processed and added to your records.
What's Next
You're all set! Here are some things to try next:
- Upload older records — The more data points, the better the trend analysis. Dig up past lab reports and upload them.
- Explore the timeline — See all your health events in chronological order.
- Set up your medical history — Add conditions, immunizations, and procedures in the Medical History section.
- Track workouts — Log exercise sessions to see how physical activity correlates with your health metrics.
- Ask the AI — Open chat and ask any question about your health data. The AI gets smarter with more context.
For more in-depth guides, check out our other tutorials on understanding lab results and getting the most out of AI health chat.