Frequently Asked Questions

How Neatly Works

  • Neatly is your personal health companion—an AI-powered app that helps you capture, understand, and own your complete health story. We make it easy to record your doctor visits, get plain-language explanations of what's happening with your health, and discover insights from patients like you who are on similar journeys.

  • Neatly records your doctor appointments, turns them into easy-to-understand summaries, and gives you an AI chat to ask follow-up questions anytime. Think of it as a health companion that remembers everything so you don't have to. And, you can chat with Neatly any time even without recording an appointment.

  • Neatly records your doctor appointments. Open the app and tap record before your appointment starts. That's it. Neatly handles the rest, including the transcript and summary.

  • Simply open the Neatly app during your appointment and tap record. Just point your phone toward the conversation—you don't need to hold it or get it perfect. Neatly captures the entire visit and creates a summary you can actually understand, not medical jargon.

  • Within minutes, you'll get a plain-language summary of what was discussed, what your doctor recommended, and what it all means for you. You can then chat with neatly to ask questions, clarify anything you didn't understand, or explore what happens next in your care.

  • You'll get a plain-language breakdown of what was discussed, what your doctor recommended, any next steps or follow-ups, and medications mentioned. No medical jargon, no confusion.

  • Neatly knows your health history and can answer questions like "What were the side effects my doctor mentioned?" or "When am I supposed to schedule that follow-up?" You can also ask it to help you understand symptoms, prepare questions for your next appointment, decode test results, or explain what your medications do and why they matter. It's like having a knowledgeable friend who was in the room with you.

  • Yes! Chat with Neatly any time about your health for neutral guidance and support.

  • This is where neatly becomes truly powerful. Our Cohort-Based Intelligence™ technology finds patterns across thousands of patient journeys similar to yours—same conditions, similar treatments, comparable timelines. You can see what worked for others, what questions they asked, and what to expect next. You're never alone in your health journey.

  • Share info with caregivers with the click of a button via text, email, and more. We're building caregiver support features that will let you share visit summaries, health updates, and key information with the people who help care for you directly in the app. This feature is coming soon—we know how important it is for families to stay connected and informed.

  • Yes. We're developing secure sharing capabilities so you can send visit summaries, symptom logs, and health insights directly to your care team. Because you recorded the conversation, your doctor will have a complete picture of what was discussed and what matters to you.

  • Neatly creates its own record—your record—built from the conversations you have with your doctors, not from fragmented health system data. This gives you a complete, longitudinal view of your health story over time, in language you can understand.

  • Yes! Neatly is available for iPhone and Android.

Using Neatly with Your Doctor

  • Recording laws vary by state, but in most cases you are allowed to record your own medical appointments. Many patients simply let their doctor know they are recording for personal reference. Check here to find out the law in your state.

  • Most are. Doctors know patients forget a large portion of what is discussed during appointments. Recording helps patients follow instructions more accurately and stay engaged in their care.

Who Neatly Is For

  • Neatly can help anyone navigating healthcare. It is especially useful for people managing chronic conditions, seeing multiple specialists, or attending frequent appointments.

  • Yes. Neatly supports caregivers by letting you record appointments, share summaries, and keep everyone informed without repeating information multiple times.

  • Neatly is completely free! There are no trials, hidden fees, or premium tiers.

  • Neatly is available on both iPhone and Android. Download the app, create an account, and you are ready to go.

  • About two minutes. Download the app, sign up, and you’re ready to record your first appointment!

Getting Started

Regulatory & Compliance

  • No. neatly is a wellness and health information tool that helps you record, understand, and manage your personal health information. We don't diagnose, treat, or prevent disease, so we're not classified as a medical device.

  • No. Because neatly doesn't make diagnostic or treatment claims, FDA approval isn't required. We provide information and insights to help you make informed decisions with your doctor—we don't replace your doctor.

  • Neatly is subject to consumer protection regulations enforced by the Federal Trade Commission (FTC) and state attorneys general. We're also compliant with state consumer privacy laws, including California's CCPA and Washington's WCPA, which set strict standards for how consumer data must be handled.

  • No. neatly helps you understand your health information and provides context based on clinical knowledge and population patterns, but we don't diagnose conditions or prescribe treatments. Always consult with your healthcare provider for medical decisions.

  • We're a direct-to-consumer platform, which means we work for you, not for hospitals or insurance companies. This is actually a strength: it allows us to aggregate your health story across all your doctors and health systems—something HIPAA-covered entities often can't do because of the way healthcare data is siloed. We voluntarily meet HIPAA standards for data protection because it's the right thing to do, but our DTC model gives you more control and more complete insights.

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  • No. neatly never shares individual user data. Your personal health information is yours and yours alone. We will never sell, rent, or share your individual data with anyone—not pharma companies, not insurers, not health systems, not anyone.

  • neatly is compliant with California and Washington state consumer data protection laws, which are the strictest privacy regulations in the country. All personal information is managed in compliance with HIPAA standards, even though we're not required to be a HIPAA covered entity. We choose to meet these high bars because your privacy isn't negotiable.

  • Neatly collects the health information you choose to record—your doctor visit conversations, the questions you ask, and the symptoms or health events you track. We use this to build your personal health story and provide you with insights. Everything is encrypted and secure.

  • Here's the key difference: we create de-identified, aggregated population insights from patterns across thousands of patients. Think of it like this—we never say "Larry from San Francisco has rheumatoid arthritis." Instead, we might observe that "among patients starting biologic therapy for RA, 68% report improved mobility within 12 weeks." No individual is ever identifiable.

  • Yes. You own your data. You can request deletion of your account and all associated data at any time.

  • Because we built this company around one principle: patients come first. We're not a health system trying to bill more efficiently. We're not an insurer trying to deny care. We're scientists and builders who believe you deserve to understand and own your health story. That starts with protecting your privacy like it's our own—because for many of us on the team, it is.

Privacy and Security

How does Neatly make money?

  • neatly will always be free for patients. We make money by selling population-based insights to pharmaceutical companies and other research organizations working to develop better treatments.

    What does that mean?

    Drug companies need to understand how real patients experience disease and treatment—not just what happens in controlled clinical trials. We provide aggregated, de-identified insights that help them answer questions like: "How long does it take patients to feel better on this medication?" or "What symptoms matter most to people living with this condition?" This helps accelerate drug development and get better treatments to patients faster.

  • Yes. Neatly supports caregivers by letting you record appointments, share summaries, and keep everyone informed without repeating information multiple times.

  • No. We're patient-first and science-first, always. Pharma companies don't get access to individual patient data, they don't influence our product roadmap, and they don't control what insights we surface to you. Our job is to serve patients. We just happen to have built a business model that aligns perfectly with that mission—the better we serve patients, the better our insights, the more valuable we are to research partners.

  • We designed our business model specifically to avoid conflicts. Because pharma buys population insights, not individual data, and because you—the patient—don't pay us, we have no incentive to do anything except make the best possible tool for you. Compare that to health systems, which make money from billing insurers, or to health apps that sell your data to advertisers. We think our model is cleaner and more aligned with patient needs.

  • Healthcare is expensive enough. We believe everyone deserves access to tools that help them understand and navigate their health, regardless of ability to pay. By building a platform business model—free for patients, valuable to research—we can serve everyone equitably.

Our company

  • We're building a future where every patient understands their health, owns their complete health story, and has the power to make informed decisions. We believe healthcare has become too fragmented, too confusing, and too alienating. We're here to change that.

  • Because when you walk out of a doctor's office, you shouldn't feel confused or overwhelmed. You shouldn't have to wonder what your doctor really meant, or whether you asked the right questions, or what happens next. And you definitely shouldn't feel alone in your health journey. We started neatly because we believe patients deserve better—clearer communication, real understanding, and the insights that come from learning what worked for thousands of others like you.

  • We're building toward a world where healthcare is transparent, understandable, and collaborative. Where you can see patterns across your entire health journey—not just isolated snapshots from different doctors. Where you benefit from the collective wisdom of patients who've walked similar paths. Where you show up to appointments informed, empowered, and confident. And where the research that develops tomorrow's treatments is grounded in what real patients actually experience, not just what shows up in a clinical trial.

  • Because we work for patients, not health systems. This is fundamental to who we are.

    Health systems have their own priorities—billing, efficiency, liability, compliance. When you sell to a hospital, you optimize for the hospital's needs, not the patient's. That's why so many health tech tools feel clunky, confusing, or unhelpful—they weren't designed for you.

    We chose the harder path: building directly for patients. That means we answer to you. It means we can focus on what actually helps you understand and manage your health. It means we can aggregate your story across all your doctors and health systems—giving you the complete picture that no single hospital can provide.

    This decision is rooted in our science-first and patient-first ethos. Good science starts with good data. The best data comes from real conversations between doctors and patients, captured in full context. And the most meaningful insights come from patterns across thousands of those conversations. By serving patients directly, we can build the richest, most complete understanding of health journeys—and that benefits everyone: patients get better tools, researchers get better insights, and ultimately, we all get better treatments.

  • Everyone. If you've ever left a doctor's office wishing you understood more, or wondered what questions you should have asked, or felt alone in managing a chronic condition—neatly is for you. We're for the newly diagnosed who need guidance. We're for the long-time patients who want to see patterns in their journey. We're for caregivers trying to help. We're for anyone who believes they deserve to understand their own health.

  • We're driven by a simple truth: 77% of the factors that drive treatment decisions are missing from traditional healthcare data. Why? Because they live in conversations—the context, the concerns, the real-life constraints that shape how patients experience disease and treatment. neatly captures what everyone else misses. We turn those conversations into understanding for patients and insights for science. That's not just a business—it's a fundamentally better way to approach health information.

    And we're just getting started.