Getting organized shouldn’t start in the exam room

Today it does. You arrive, and the work of assembling your history happens in fifteen minutes with someone seeing it for the first time — or it doesn’t happen at all. We think that is backwards. Take the Helm exists so the organizing happens before you go: your records gathered, your history connected, and what matters ready to raise. Help should start with the patient.

How it started

I built the tool I wished I'd had — something that could hold my whole story, and actually make sense of it

For years I dealt with declining health — and I learned firsthand how hard it is to get doctors to see the whole picture.

Long waitlists between appointments. A dozen specialists, each holding one part of the story. Hundreds of pages of records scattered across portals that didn't talk to each other. And then, once I finally got into the room, 15 minutes with the provider was never enough time for the doctor to understand years of history and piece it together. It started to feel like doctors didn't want the complicated cases — and there's no incentive to take them on, so why would they?

The hardest part wasn't any single visit. It was that I was the only one connecting everything together — the only one fighting for myself. Every new doctor started from zero, so I re-explained it over and over. When you're already exhausted and unwell, being your own medical advocate is a second full-time job you never applied for. Where's the help?

I kept coming back to the same idea: it shouldn't start over at every appointment. It should start with the patient — walking in with years of history organized, ready for my next steps, already knowing what to ask.

So I built it for myself. That became Captain: an AI that can read across the records, labs, and visit notes I add — not just what I paste into a chat — and then does the thing nobody was doing for me. It connects them. Recorded visits can be transcribed and read alongside the documents and results I've been handed, so what was said out loud in those rooms is written down now, not something I had to remember.

That's the part I could never do alone. Captain gives me theories worth exploring and helps surface what may still be unexplained — a missing test, a dropped thread, the question I should be asking next. It does what I always wished someone would do: read across the material I have, and think about it with me. None of it is a diagnosis — it's the thinking I'd do myself, if I had the time and the memory to hold ten years at once.

Then it comes with me. Before a visit it drafts the prep — my history, what's changed, what to raise — in an organized document a doctor can review with me. I record the appointment, and afterward Captain pulls out what was said and what I'm meant to do next, so a rushed fifteen minutes doesn't evaporate on the drive home.

It has genuinely helped me, and I hope it helps you. If you've been carrying your own case for years, I think you'll recognize the feeling I was trying to fix. I'm only getting started — there's a long list of things I still want to build, and I'd love for you to come along.

How I protect your records

This is medical data — I treat it the way I'd want mine treated

I've handed my own records to enough systems to be careful about where yours go — so here's the plain-English version of how this works, and where the line sits.

  • Grounded in your records. Answers come from your own uploaded history, with the sources shown. It does not guess from the internet — it reads your chart.
  • Decision support, not diagnosis. Captain helps you organize, understand, and prepare. It does not diagnose or replace a clinician. You and your doctor decide.
  • Private by design. HIPAA-aware handling. Records encrypted at rest in a private database, with sign-in through AWS Cognito.
  • Never sold, never mined. Your data is never sold, never shared with advertisers, and never used to train models.
  • Yours to take or erase. Export your full archive anytime. Delete your account whenever you choose, with a 90-day grace period.
  • You control who sees it. Download or print doctor-ready documents and decide when and with whom to share them. Never share your password.

Everything you’ve been carrying, in one place

  • All your records, in one place

    Upload records, labs, and imaging from any provider — or forward them in by email or fax. Captain reads analyzed pages and suggests structured details; lab values stay in review until you approve them against the source.

  • Ask Captain anything

    Ask a question about your health and get an answer grounded in your own records — cited back to the source it came from, not guessed from the internet.

  • One medical timeline

    Your visits, diagnoses, medications, imaging, labs, and symptoms, laid out in order — so the pattern across years is finally in one view.

  • Labs, vitals, and medications — tracked

    Lab values charted as trends with anything out of range flagged, the vitals you log over time, and your medication list with interaction checks.

  • A journal that follows how you’re doing

    Check in by voice or text, and Captain pulls your symptoms, mood, and notes into a searchable history — with dated photos when you need them.

  • It catches what was said in the room

    Record the visit, or upload the audio after, and Captain transcribes it and pulls out the action items — so the follow-ups from a rushed few minutes aren’t lost on the drive home.

  • Every appointment, prepped and recapped

    Keep your appointments and care team in order, walk in with prep Captain drafts beforehand, and get an after-visit summary with the next steps.

  • Documents for your doctor, on request

    Describe the document you need and Captain drafts it from your records. Fill and sign PDFs, or print a one-page summary to bring to your doctor.

Where this goes next

Take the Helm is built and run by one person — the patient who needed it. It is in early access now, opening to a small group at a time so Captain stays responsive and so the first members can shape what gets built next.

The direction is simple: a patient walking into any appointment, anywhere, arrives already organized. Being your own medical advocate should stop being a second full-time job nobody applied for.

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.

Ready to put Captain on your case?

Take the Helm is in early access. Request an invite and we'll email you when the next batch opens — we onboard new patients in small groups so Captain stays responsive. Membership starts with a 7-day free trial.