Free health tracker: Get Organized the Old-Fashioned Way (or Let Technology Do It for You)

Free Manual Health Tracking Template

At a Glance:

This free health tracking template helps you organize appointments, medications, symptoms, test results, and care details all in one place. It’s designed for people who prefer manual tracking, while also working as a helpful backup alongside the Neatly Health App for staying organized between appointments.

Trying to keep track of appointments, medications, symptoms, and test results across multiple doctors? The Neatly Health App can do this for you, and this free template can be helpful as a supplemental tool.

Available in three formats:
✓ Printable PDF
✓ Google Sheets
✓ Excel spreadsheet

What's Included

✓ Health snapshot - One-page emergency info
✓ Appointment tracker - All your visits in one place
✓ Medication log - Current and discontinued meds
✓ Symptom diary - Track patterns over time
✓ Test results organizer - No more hunting through portals
✓ Questions for your doctor - Never forget what you wanted to ask
✓ Family health history - Essential genetic information
✓ Caregiver coordination - Share info with family members
✓ Insurance tracker - Costs, claims, and deductibles

Who This Is For

✓ People who prefer pen and paper
You like the tactile experience of writing things down. That's valid! This template gives you a structured system.

✓ People who love spreadsheets
You're comfortable with formulas and data entry. This template is built for you.

✓ People who want a backup
You use digital tools but want a physical copy "just in case." Print this out and keep it in your bag.

✓ People exploring their options
You're not ready to commit to an app yet. Start here and see what organization feels like.

The Honest Truth About Manual Tracking

This template is useful. But let's be real about the limitations.

The Reality of Manual Health Tracking

You'll probably forget to update it.
When you're exhausted from appointments or dealing with symptoms, data entry is the last thing you want to do.

It takes time you don't have.
Between managing your health and living your life, maintaining a spreadsheet feels like a part-time job.

Patterns aren't obvious.
Looking at rows of data doesn't show you that your headaches always happen 5 days before your period or that your symptoms got worse after switching medications.

It's hard to share.
Emailing spreadsheets to family members or printing pages for your doctor isn't seamless.

You can't search it easily.
Three months later, good luck finding that note about when your night sweats started or which specialist said what.

What This Template IS Good For

  • Emergency reference (print the health snapshot page for your wallet)

  • Understanding what information matters (the template shows you what to track)

  • One-time organization (getting everything in one place initially)

  • Backup documentation (physical copy of critical information)

What This Template ISN'T Good For

  • Ongoing maintenance (requires discipline you might not have)

  • Pattern recognition (you have to analyze the data yourself)

  • Doctor appointment capture (you still have to remember and write everything down)

  • Collaborative care (hard to keep multiple people updated)

There's a Better Way

Imagine if you could:

  • Record your doctor appointment with one tap

  • Get an automatic summary in plain language (no medical jargon)

  • Search your entire health history instantly

  • See patterns across appointments without manual analysis

  • Share updates with family members effortlessly

  • Never worry about forgetting what your doctor said

That's what Neatly does.

Neatly is an AI-powered health companion that turns appointments into organized, searchable information—without any manual data entry.

Instead of this:
Scramble to take notes → Transfer to spreadsheet → Try to remember details → Manually update family → Search through files to find that one thing

You get this:
Press record → Review clear summary → Search anything instantly → Share with one tap

Still Want the Spreadsheet? We Get It.

Some people genuinely prefer manual tracking. That's fine! Download the template and use it however works for you.

But if you're downloading this because you think it's your only option, or because you're dreading the manual work but don't know there's an alternative—try Neatly instead.

It's completely free for all to use!

What Neatly Users Say

"Neatly already knows what I'm talking about. There's context. It knows my history."
— Lisa

"I asked Neatly to write a summary for my mom. It removed the aggravation of having to repeat myself."
— Lisa

"I don't have to take notes. I don't have to worry about forgetting something. That's just awesome."
— Elizabeth

Choose Your Path

Option 1: Manual Tracking (Free Template)

Best for: People who genuinely prefer spreadsheets, want a one-time organization system, or need a printable backup.

Time investment: 2-3 hours initially, 15-30 minutes after every appointment

What you get: Structured system, full control, physical documentation

What you don't get: Automatic updates, pattern recognition, easy searching, medical jargon translation

Option 2: Automatic Tracking (Neatly)

Best for: People with complex health situations, multiple appointments, caregivers, or anyone who wants to focus on their health instead of data entry.

Time investment: Press record, that's it

What you get: Automatic summaries, pattern recognition, instant search, plain-language explanations, easy sharing

What you don't get: The satisfaction of manual data entry (if you're into that)

Option 3: Both (Honestly, This Makes Sense)

Use Neatly for:

  • Recording and organizing appointments automatically

  • Day-to-day health management

  • Searching your history

  • Sharing with family

Use the template for:

  • Printed emergency health snapshot in your wallet

  • Initial one-time organization of historical records

  • Backup documentation

Frequently Asked Questions

Q: Is the template really free?
A: Yes. No credit card required. You'll get all three formats (PDF, Google Sheets, Excel) delivered immediately to your email.

Q: Will you spam me?
A: No. You'll get the template, plus a few helpful emails about healthcare self-advocacy. You can unsubscribe anytime with one click.

Q: Can I share the template with others?
A: Absolutely! Share it with family, friends, patient communities—anyone who needs it.

Q: Is this HIPAA compliant?
A: We follow HIPAA because it’s the right thing to do. But HIPAA only applies to healthcare providers, not to you managing your own health information. You can track your health however you want. (This is also true for Neatly—you control your own health data.)

Q: Do I have to try Neatly to get the template?
A: Nope! The template is yours regardless. We mention Neatly because we genuinely think it's a better solution for most people, but if you prefer manual tracking, that's your choice.

Q: What if I can't figure out how to use the template?
A: The template includes instructions, and you'll get follow-up emails with tips. But honestly? If a spreadsheet feels overwhelming, that's a sign that automatic tracking (like Neatly) might be a better fit.

Q: Can I edit the template?
A: Yes! Customize it however you want. Add sections, remove sections, change the format—it's yours.

One More Thing

We built this template because we know people are searching for health tracking solutions. We want to help, even if you never use Neatly.

But we also built Neatly because we watched people download templates with good intentions, then burn out after two weeks. We watched our own family members struggle with complex health situations, overwhelmed by the manual tracking burden.

The template is good. Neatly is better.

If you're dealing with a serious health situation, multiple appointments, or you're a caregiver trying to coordinate care—you don't need another task on your to-do list. You need technology that works for you.

Try both. See which one you actually use three months from now.

Our bet? It'll be Neatly.

About Neatly Health

Neatly is an AI-powered health companion built by healthcare insiders (not tech bros) who believe you deserve to be your own best health advocate.

We've worked in hospitals, built healthcare systems, and watched the people we love struggle to navigate complex medical situations. That's why we built Neatly—to make healthcare navigation effortless instead of exhausting.

Learn More About Neatly | About Us

Neatly Health • Your healthcare companion
Making healthcare navigation effortless, not exhausting

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