Your entire health story, connected
One place to manage your health—with Captain™, your personal AI assistant. Bring your records, labs, medications and appointments together. Get help making sense of your information and preparing for what’s next.
Invite-only for now. Every membership starts with a 7-day free trial.
Helm is here for
An AI assistant that reads across your health file
Other AI chatbots only know what you paste in. Captain can read across the pages you analyze — and names the records it drew on so you can check them.
Decision support, not diagnosis — every answer names the records it drew on, so you can open each one and check it.
Illustrative Captain conversation
Fictional patient and records
Your recent balance problems are the immediate concern, but I found tingling documented in 2019 — years before the starting date on your current intake form. Here’s what I’d bring into this appointment:
What I found further back
- 2019 — An earlier starting point. Your primary-care note mentions tingling in both feet — several years before the starting date on your current intake form. That is the earliest mention I found.
- 2021 — A result worth following up. Your B12 was below that laboratory’s reference range. A later note recommended supplementation, but I don’t see a repeat result documenting what happened afterward.
- 2023 — A recommendation without a result. Your neurologist recorded reduced vibration sensation in your feet and recommended nerve-conduction testing. I found the recommendation, but no completed report among the available records.
- 2025 — A useful distinction. The tingling was documented before your current medication began. Your journal describes more frequent balance problems after a later dose change.
- Recently — What this means in daily life. You describe difficulty standing through a workday and feeling less confident on stairs. Those details deserve a place in the appointment.
The connection worth discussing: the tingling predates the medication, while the later change in balance deserves its own review. The older entries don’t prove the symptoms were continuous or share one cause; they help you ask more precise questions.
Read the full appointment planClose the appointment plan
Start the appointment with this
“I’m 52, and tingling and balance problems are increasingly affecting my work and daily activities. My older records mention tingling back in 2019, a low B12 result, and a recommendation for nerve testing.
“The tingling started before my current medication, but my balance seemed to worsen after a dose change. Could we review that timeline together and decide what needs investigating next?”
Questions to bring
- “Does the earlier neurological examination help explain what you’re seeing now?”
- “Do you think we should complete the previously recommended nerve testing?” First confirm whether it happened elsewhere — a missing report doesn’t mean the test never happened.
- “Was the low B12 adequately followed up, and could it be relevant?”
- “Could my medication or dose change be contributing to the balance problems?”
- “What should happen next, and what changes should prompt earlier follow-up?”
What to bring
- A one-page symptom timeline.
- The older neurology note.
- Original lab results and any follow-up testing.
- Your current medication and supplement list.
- Previous imaging reports and images.
You don’t need to remember seven years of history during one appointment. Lead with what is affecting you now, bring the earlier evidence, and leave with a clear next step.
Would you like me to organize this into a printable appointment brief?
A real home for your records
Every document you’ve ever been handed — appointment notes, labs, imaging, letters, audio recordings. Filed by type, dated and searchable.
Records
214 filesCaptain has read 213 of 214 documents · 1 still being read
| Result | Value | Flag | Range |
|---|---|---|---|
| IgG, quantitative | 551 | L | 768–1632 |
| IgA, quantitative | 94 | 70–400 | |
| IgM, quantitative | 58 | 40–230 |
IgG is below range again — 551 against 768–1632, in line with the low values on file since 2017. Worth raising as one picture at the immunology visit; confirmed results keep their source evidence, and uncertain matches stay in review.
A record selected — the original page beside Captain’s read · example data
Captain has read 213 of 214 documents · 1 still being read
AskRecords on your phone · example data
A complete health management system
Every record, lab, visit, symptom and vital — organized and working together, instead of scattered across portals, printouts and memory.
Gather
- Records, organizedUpload, email or fax them in — read and filed by type.
- One medical timelineEvery visit and result in the order it happened.
- Care teamEvery provider, linked to their visits.
- Visit recordingsRecorded, transcribed and recapped.
Track
- Labs over timeEvery value against its reference range.
- Symptoms & journalIn your own words, by voice or text.
- Vitals, syncedFrom Apple Health and Apple Watch.
- MedicationsInteractions and side effects flagged.
Prepare
- AppointmentsPrep before, recap after, on every visit.
- Documents for your doctorDrafted from your own records.
- Doctor handoffsPrint or download the documents you choose.
- Captain, everywhereA plain question on any page.
Walk in prepared
Walk out with a clear next step
Take the Helm works on both sides of the appointment, so nothing gets lost on the way in or on the way out.
A preparedness document, written for both of you
Captain builds one document with two audiences in it — a clinical handoff your doctor can skim in a minute, then your own concerns and questions.
Record it, and the appointment writes itself up
Press record. The audio is transcribed, then Captain turns the visit into a full recap on the appointment page — twelve sections, every time. Tap one to see it.
2 recordings · 16.5 MB Audio transcribed
01 · The bottom line
Section 1 of 12Your iron is the lowest it has been and is now below the reference range. The 2022 studies that were never resulted are being re-ordered, and the thyroid antibodies that have been an open question since 2023 were finally added. Nothing new was started today — the plan is to get clean data first, then decide together at the six-week follow-up.
02 · Key facts
Section 2 of 1203 · Visit context
Section 3 of 12Third endocrinology visit in this thread, and the first since your gathered summary was added to the chart. Dr. Reyes opened the 2022 rheumatology consult on screen and referred to it directly twice — once for the negative serology, once for the labs that were ordered there and never resulted.
The visit ran long because the history finally got read as one story instead of three separate charts.
04 · Symptom discussion
Section 4 of 12Fatigue was described as unchanged since the last visit — worst mid-afternoon, not helped by sleep. The joint pain in both hands returned about six weeks ago after a quiet year; it is worse in the morning and eases within the hour, a detail Dr. Reyes flagged as worth tracking on its own.
Cold intolerance came up when the journal was reviewed: it clusters in the same months the TSH drifted, which is why the thyroid antibodies moved from “consider” to ordered.
05 · Provider’s reasoning
Section 5 of 12Dr. Reyes was explicit about the frame: treat the ferritin decline and the fatigue as one picture until the data says otherwise, rather than working them up separately again.
The reasoning ran in three steps. First, the fall from 62 to 14 spans six draws and three practices, so no earlier visit was looking at the slope — only at single values that each looked tolerable. Second, repeating the 2022 studies costs little and closes the oldest open loop in the file. Third, adding TPO antibodies now means the six-week follow-up can be a decision point instead of another data-gathering stop.
New supplements were deliberately held so the repeat draw reflects your baseline.
06 · Differentials discussed
Section 6 of 12Iron deficiency with a possible thyroid component is the working frame. An inflammatory cause was raised because of the returning joint pain, and set aside — not dismissed — pending the repeat serology; the 2022 negatives argue against it but are three years old.
Malabsorption was mentioned briefly as the next tier if the iron does not respond, with a note that nothing in the file currently points there.
07 · Tests + imaging
Section 7 of 12Iron studies and a CBC were drawn today — the direct repeat of the 2022 order that was never resulted. TPO antibodies were added, the item first raised as “consider” in the November 2023 note.
No imaging was ordered; Dr. Reyes wants labs first, and said imaging only enters if the joint pain changes character. Results are expected in your portal within the week.
08 · Medications discussed
Section 8 of 12No changes today, on purpose. Levothyroxine stays at 50 mcg until the repeat TSH is back, so the result reflects the current dose rather than a moving target.
The iron supplement discussed in 2023 stays on hold until after the draw — starting it first would skew the studies.
09 · Questions + answers
Section 9 of 12“Could the ferritin drop and the fatigue be connected?” — “Yes. Until proven otherwise we treat them as one picture; that is the point of repeating the studies properly.”
“Why did nobody flag the trend earlier?” — “Each draw was ordered by a different office for a different reason. Each value alone looked tolerable; the slope only shows when they sit side by side.”
“Is the joint pain part of this?” — “Unknown. The 2022 work-up was negative, but it is three years old — which is why rheumatology gets a call rather than a shrug.”
10 · Open questions
Section 10 of 12Whether the joint pain belongs to the same picture is the main unresolved thread; rheumatology closed on negative serology in 2022 and has not seen the newer labs.
Also open: whether the vitamin D level is a bystander or part of the pattern. Dr. Reyes called it worth correcting either way, but declined to build a theory on it yet. Both questions now have owners and dates instead of sitting unassigned.
11 · Action items + next steps
Section 11 of 1212 · Verbatim highlights
Section 12 of 12“Nobody’s put these three next to each other before — that’s the part I want to fix today.” — Provider
“If the repeat studies come back like 2022 never happened, we start over with clean eyes.” — Provider
“I don’t want another year of basically normal.” — Patient
“Hold the supplement until after the draw — I want your baseline, not the supplement’s.” — Provider
Your doctor gets fifteen minutes
Spend them on what’s next
That time gets spent rebuilding the story instead of moving it forward. Take the Helm does the catching-up before you go, so your appointment is spent on your next steps.
One medical file that grows with your child
A child's records are the most scattered there are — the pediatrician, an urgent-care visit, the specialist, a school form, a vaccine record on a fridge. Here each child gets one file, from the first visit on, that Captain has read in full and that goes with them.
Dependents are built for children you're the legal guardian of. Managing another adult's account — a parent, a partner — needs a different consent process, and we haven't opened it yet.
Your health record is yours — and stays that way
The whole point is to gather your most sensitive information in one place. So protecting it is the foundation, not an afterthought.
Never sold, never used to train AI
Your health data is never sold, never shared with advertisers, and never used to train AI models. No third-party advertising or analytics trackers ride along on your records.
Encrypted, with Captain built in
Your records are encrypted at rest and in transit. Captain works with the health information you bring together in Helm. See how your data is protected and processed.
You control what you share
Nothing leaves your account unless you send it. Download or print a doctor-ready document, then decide when and with whom to share it.
Export or delete, anytime
Download everything you have put in as a single export whenever you want, or delete your account and its records outright. No lock-in.
How your data is protected →Decision support, not diagnosis — Take the Helm helps you prepare; it doesn’t replace your doctor.
“For years, every appointment meant the same thing: a decade of illness squeezed into fifteen minutes, and leaving without answers. So I built what I needed: one place holding all of it — hundreds of records, recordings of my visits, everything about my health — and Captain, our AI assistant, that knows my whole story. It gives me direction — answers from across my history, theories worth exploring, the right questions to bring. I don’t start over anymore. I walk in prepared, and appointments finally move forward.”Brandon Marling · Founder, Take the Helm
Are you ready to take the helm of your health?
Every plan is the full app. They differ only in how much you use each month.
Every membership includes
- ✓Captain deep-reads every analyzed record — connected into one knowledge of your case
- ✓Ask Captain anything — answered from your entire file, cross-referenced across every record
- ✓Record AI analysis, red flags & next steps
- ✓Appointments, visit prep & “bring to this visit”
- ✓Medication lists & interaction checks
- ✓Custom document creation
- ✓Lab insights & trends
- ✓Journal & check-ins — Captain reads them against your records
- ✓Your full timeline — every visit and result, in order
- ✓A file system for your records — folders, search, originals kept
- ✓Annotation, Fill & Sign
Helm
Your whole health, read and understood by Captain
$50/ month
- ✓40 Captain questions / mo
- ✓1 hour of visit transcription
- ✓30 record pages analyzed / mo
- ✓Allowances reset fresh each month
Early access — invite required. Your membership starts with a 7-day free trial.
Helm Plus
More Captain, more recorded visits, room to work
$100/ month
- ✓100 Captain questions / mo
- ✓2.5 hours of visit transcription
- ✓75 record pages analyzed / mo
- ✓Unused allowance carries over
Early access — invite required. Your membership starts with a 7-day free trial.
Helm Pro
Maximum headroom for a hard stretch
$200/ month
- ✓200 Captain questions / mo
- ✓6 hours of visit transcription
- ✓150 record pages analyzed / mo
- ✓Unused allowance carries over
Early access — invite required. Your membership starts with a 7-day free trial.
Don't use it? You don't lose it.
Unused questions, transcription time, and record pages carry over month to month while you're a member. Helm Plus banks up to half a month (1.5× — 150 questions, 3.75 hours, 113 pages in any one month); Helm Pro banks a whole one (2× — 400 questions, 12 hours, 300 pages). Helm resets fresh each month, and carry-over clears if your membership ends.
Compare plans in detail — including annual billing.
Take the Helm is still in early access — add your email and we’ll send you an invite when we launch.
No spam, ever. Decision support, not diagnosis — Take the Helm doesn’t replace your doctor.