Tracking Medical Visits in Notion | Go Paperless + Build a Simple Medical Log With Me!

Stay organized with all your medical visits! Keep a running tally of costs, jot down notes you want to remember from each appointment and ditch the paper clutter by scanning and uploading all relevant documents into Notion. If you're new to this app, building a simple medical log is a great way to dip your toe into the world of databases!
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➕➕➕ TIMESTAMPS ➕➕➕
00:00 Intro
01:14 Create Full-Page Table Database
02:27 Add Icon + Cover Photo
03:01 Rename Name Property to "Reason"
04:00 Change the Default Multi-Select Property for "Location"
05:32 Add a Date Property + Sort
06:42 Add a Number Property for "Cost"
07:45 Add a Select Property for "Person"
09:01 Add a Files + Media Property for "Documents"
10:00 Add a Text Property for "Notes"
11:46 How to Create Filtered Views
14:05 How to Create Medical Visit Templates
16:25 My Vet Visit Log
17:58 My Vehicle Maintenance Log
19:18 Conclusion
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➕➕➕ ABOUT ME ➕➕➕
Hi! I’m Kalyn. I provide systems and frameworks for high-achieving productivity nerds who want to do it all, with simple reminders that it's okay not to. I'm a Type-A planner who spends her free time hiking, reading, and reorganizing my Notion dashboards. I also live and travel full-time in an RV!
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[@_AnthonyGauna]

So helpful! Thank you for breaking it down so easily!

[@KalynBrookeCo]

Glad to help!!

[@adrianpanek3213]

❤ Really great video that goes over the basic of databases. I really needed this. Well done Kalyn! Look forward to more videos like these.

[@KalynBrookeCo]

Thank you so much! I’m glad to hear it helped you. :)

[@brittanykh]

This is the most helpful notion video I’ve seen - thank you for making it look easy and usable!

[@KalynBrookeCo]

I’m delighted to hear that you found it easy to follow and helpful!

[@angelagreen6524]

This video was so helpful in understanding the flow of how Notion set up works. Thanks!

[@KalynBrookeCo]

Yay! That's so good to hear!

[@selbarton]

Love this. I have been thinking how to set up something similar. As an only child of elderly parents with health problems, I was trying to separate all of us in far more complicated setups that were difficult to manage. (ADHD overwhelm vs perfectionist demons were in full swing until I recently started meds for it, so not like I didn't know I was the complication, just hadn't seen an easier way.) I appreciate you sharing such a simple way to do this so it doesn't take hours to set up for each person. Thank you.

[@KalynBrookeCo]

You're most welcome! Notion makes it so easy to create one database for everyone and then use filter to give each person their own "tab". Let me know if you have any questions or run into any issues with your set up!

[@patleonard2318]

Minutes in...GENIUS! How secure is the info being added? This was really helpful for me to begin understanding how to build out things like tables and templates. I have not finished the Master Task List video with your template yet, but I will. I think things are starting to stick in terms of Notion...lol! Thanks again!

[@KalynBrookeCo]

The default share link is always off, so people can only see the data IF you share a page with them. Notion also has safety measures in place to protect against hackers. And if for any reason you decide to stop using Notion, there is a protocol you can follow to delete all your data from their servers. Here's more info! www.notion.so/help/security-and-privacy So glad Notion is finally making sense-that makes me so happy!

[@patleonard2318]

@@KalynBrookeCo Thanks!

[@jeanninemccloskey7213]

GREAT VIDEO. I am surprised you don’t have the name of the doctor referenced in this video. I have such a hard time keeping them all in my head, so I would love to see this connected to a contact database. We are four people in our family, and we all have different doctors. Is that just too difficult to accomplish?

[@KalynBrookeCo]

Not at all difficult! And that's a wonderful idea. Instead of a select property, you could just create a Contacts Database and relate it to your medical visit one. Then you can easily select the Dr. you (or your family member) saw for each visit. Now I'm going to have to rework mine! 😀

[@90stellinaxxx]

Is there a way to set the frequency of visits, for example to remember annual checks?

[@KalynBrookeCo]

You could set up a recurring database template with a reminder that notified you when it was time to make an appointment! My video on Recurring Tasks should help you with that. :) kzbin.info/www/bejne/eKqZmGWkh5irg6c

[@andreeamirelaplachta1747]

can i have the template please?

[@KalynBrookeCo]

Hi! I don't actually have a premade template available, but this video walks you through step-by-step and shows you how to create one and customize it to meet your own specific needs. :)