EMR Lite: Your Simple Patient Record System

No complicated software. No expensive subscriptions. Just your phone.

Choose ONE solution below and follow the step-by-step guide

Don't Have an EMR? You Don't Need One.

Many doctors feel overwhelmed by complex EMR systems. The good news: you can keep organized, searchable patient records using apps you already have on your phone.

Choose ONE option below based on what you already use:

  • • WhatsApp Business - Best if you communicate with patients via WhatsApp (MENA region)
  • • Google Keep - Best if you have a Google account (works on ANY phone)
  • • Apple Notes - Best if you have iPhone AND Mac
  • • Samsung Notes - Best if you have a Samsung phone

Each guide below shows you exactly what to do, step by step. Pick one and scroll to that section.

Option 1: WhatsApp Business

Best for MENA Region - Patient gets a copy too!

Why WhatsApp BUSINESS (not regular WhatsApp)?

WhatsApp Business is a FREE separate app with extra features for organizing patient records: Labels to tag patients, Away messages so patients know not to expect replies, and Starred messages to quickly find medical notes.

PART A One-Time Setup (Do This Once - 10 minutes)

1

Download WhatsApp Business

Go to your app store and search "WhatsApp Business" (green icon with a "B"). Download and install it.

Important: This is a separate app from regular WhatsApp. You can use both on the same phone.

2

Set Up Your Account

Use a phone number for your clinic (can be a second SIM or your main number). Complete the setup wizard.

3

Create an Away Message (IMPORTANT)

This tells patients not to expect medical advice via WhatsApp.

a Open WhatsApp Business → tap the 3 dots (top right)
b Tap Settings → Business tools → Away message
c Turn it ON
d Type this message:
"This account is for sending medical reports only. We do not monitor messages for medical questions. For emergencies, please visit the nearest emergency room."
e Set schedule to "Always send" → tap Save
4

Create Labels for Organization

Labels help you find patients by category.

a Long-press any chat → tap the Label icon (tag)
b Tap "Create new label"
c Create these labels (or customize for your specialty):
Pending_Results Follow_Up Urgent Post_Op DM HTN
Setup complete! You only do this once. Now follow Part B for each patient visit.

PART B Daily Workflow (Do This After Each Patient)

1

Generate Your Note in CDA

Record your consultation, click First Visit or Follow-up, and generate your medical note as usual.

2

Share the Note to WhatsApp

Click the 📤 Share button in CDA, then select WhatsApp Business.

Why Share instead of Copy? Copy loses rich text formatting. Share sends clean plain text with ALL CAPS headings.

3

Select Patient and Send

a WhatsApp opens with the note ready to send
b Search for and select the patient's chat
c Tap Send
4

Star the Message (IMPORTANT)

This lets you find medical notes quickly later.

a Long-press the message you just sent
b Tap the Star icon ⭐

Star ONLY medical notes, not casual messages. This makes them easy to find.

5

Add Labels to the Chat

a Go back to chat list
b Long-press the patient's chat
c Tap the Label icon and select relevant labels (e.g., "Follow_Up", "DM")

Done! Patient has their record. You have a searchable, organized copy.

PART C Finding Patient Records (When They Return)

Quick Search

  1. 1. Open WhatsApp Business
  2. 2. Tap the Search icon 🔍
  3. 3. Type patient's name
  4. 4. Open their chat
  5. 5. Tap the 3 dots → Starred messages
  6. 6. See all their medical notes!

Full History Summary

  1. 1. Open patient chat → 3 dots → More
  2. 2. Tap Export chat → Include media
  3. 3. Save the ZIP file
  4. 4. Upload to CDA Investigation Files
  5. 5. Click Chat to Notes button
  6. 6. Get complete AI-generated summary!

Option 2: Google Keep

Works on ANY Phone (Android, iPhone) + Computers

Why Google Keep?

Google Keep is a FREE note-taking app that syncs across all your devices. If you have a Gmail account, you already have Google Keep. Notes are searchable and can have labels for organization.

PART A One-Time Setup (Do This Once - 5 minutes)

1

Get Google Keep

  • Phone: Download "Google Keep" from App Store or Play Store
  • Computer: Go to keep.google.com

Sign in with your Google/Gmail account.

2

Create Labels for Organization

a Tap the ☰ menu (3 lines, top left)
b Tap Create new label
c Create these labels:
FirstVisit FollowUp Pending DM HTN
Setup complete! Now follow Part B for each patient.

PART B Daily Workflow (Do This After Each Patient)

1

Generate Your Note in CDA

Record your consultation, click First Visit or Follow-up, and generate your medical note.

2

Copy the Note

Click the Copy button in CDA.

3

Create a New Note in Google Keep

a Open Google Keep
b Tap the + button to create a new note
c In the Title, type: Patient Name - 0123456789 (their mobile number)
d Paste the medical note in the body
4

Add Labels

a Tap the 3 dots (bottom right of note)
b Tap Labels
c Check the relevant labels (e.g., FirstVisit, DM)
5

Set a Reminder (Optional but Powerful)

Need to follow up with this patient?

a Tap the Bell icon 🔔 on the note
b Set the date for follow-up
c The note will appear in your Google Calendar!

Done! Your note is saved and synced across all your devices.

PART C Finding Patient Records (When They Return)

Search by Name or Phone

  1. 1. Open Google Keep
  2. 2. Tap the Search icon 🔍
  3. 3. Type patient name or phone number
  4. 4. See all their notes!

Browse by Label

  1. 1. Tap ☰ menu
  2. 2. Tap a label (e.g., "Pending")
  3. 3. See all patients with that label

Option 3: Apple Notes

For iPhone + Mac Users (Syncs via iCloud)

Why Apple Notes?

Apple Notes is already on your iPhone and Mac. Notes sync automatically via iCloud, so you can view patient records on any Apple device. It has good search and supports hashtags for organization.

PART A One-Time Setup (2 minutes)

1

Enable iCloud Sync

a Go to Settings → tap your name at top
b Tap iCloud
c Make sure Notes is turned ON
That's it! Apple Notes is ready to use.

PART B Daily Workflow

1

Generate and Copy Your Note in CDA

2

Create a New Note

a Open Notes app
b Tap the New Note icon (square with pencil)
c First line becomes the title. Type: Ahmed Mohamed - 0123456789
d Press Enter, then paste the medical note
3

Add Hashtags for Searching

At the end of the note, add hashtags:

#FirstVisit #DM #HTN

These make the note searchable by condition or visit type.

Done! Note syncs automatically to your Mac and other Apple devices.

PART C Finding Patient Records

Search

  1. 1. Pull down on the notes list to reveal search bar
  2. 2. Type patient name, phone number, or hashtag (e.g., #DM)
  3. 3. See all matching notes

Option 4: Samsung Notes

For Samsung Phone Users (Syncs to Windows PC)

Why Samsung Notes?

Samsung Notes is pre-installed on Samsung phones. It syncs via Samsung Cloud to your Windows PC (Samsung Notes app). If you have an S-Pen, you can even annotate notes.

PART A One-Time Setup (3 minutes)

1

Enable Samsung Cloud Sync

a Open Samsung Notes
b Tap ☰ menu → Settings
c Enable Sync with Samsung Cloud
d Sign in with your Samsung account
Setup complete! Notes will sync automatically.

PART B Daily Workflow

1

Generate and Copy Your Note in CDA

2

Create a New Note

a Open Samsung Notes
b Tap + to create new note
c Title: Patient Name - 0123456789
d Paste the medical note
e Add hashtags at end: #FirstVisit #DM

Done! Note syncs to Samsung Cloud and your Windows PC.

PART C Finding Patient Records

Search

  1. 1. Open Samsung Notes
  2. 2. Tap the Search icon 🔍
  3. 3. Type patient name, phone, or hashtag
  4. 4. See all matching notes

Quick Comparison

Feature WhatsApp Business Google Keep Apple Notes Samsung Notes
Cost Free Free Free Free
Works on Android ✅ ✅ ❌ ✅
Works on iPhone ✅ ✅ ✅ ❌
Patient gets copy ✅ Yes! ❌ ❌ ❌
Calendar reminders ❌ ✅ Yes! ❌ ❌
Best for MENA Doctors Any Phone iPhone + Mac Samsung Phones

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