A simple, no-tech-experience-needed walkthrough for getting the most out of your WellCharted browser-based health tracker — no Canva account, no app, no login required.
Everything you need to get started — from opening the file to printing your questions for your next appointment.
The WellCharted Health Confidence Tracker is a single HTML file — meaning it lives right on your device and opens in any web browser. No Canva account needed. No app to download. No login ever required.
After purchasing from Gumroad you received a download link. Click it and save the file to your device. It will be named something like index.html or health-tracker.html. Check your Downloads folder.
Double-click the file. It will open automatically in your web browser — Chrome, Safari, Edge, or Firefox all work perfectly. You'll see the WellCharted Health Confidence Tracker load with the navy blue header at the top.
Once the tracker is open in your browser press Ctrl+D (Windows) or Cmd+D (Mac) to bookmark it. On your phone tap the share icon and select "Add to Home Screen" — it will appear like an app icon on your home screen.
At the very top you will see a yellow/gold banner with an important disclaimer. Read it — then click the ✕ on the right side to dismiss it. It will appear each time you open the tracker as a reminder.
Once you see the navy header with all the tab names across the top — your tracker is open and ready to use. No account needed, nothing to sign up for.
At the top of the tracker you will see tabs — click any tab to go to that section. Here is a quick guide to what each one is for.
If you're just getting started don't try to fill everything in at once. Begin with Medications, Health History, and Top 3 Questions — those three will make the biggest difference at your very next appointment.
Every tab works slightly differently but they all follow the same simple pattern. Here's how to add, edit, and delete entries throughout the tracker.
Most tabs have a blue + Add button at the bottom. Click it and a window pops up with fields to fill in. Enter your information and click Save. Your entry appears in the list immediately.
On the PCP Visits tab each quarter has an ✏️ Edit button. Click it to open a window where you can enter your appointment date, provider name, notes, and status for that quarter.
Many tabs have a Status dropdown — a small clickable button that says things like "Scheduled", "Pending", or "Completed." Click it and choose the right status from the list. It saves automatically.
Every entry has a small 🗑 trash icon on the right side. Click it to remove that entry. It deletes immediately — so double check before clicking!
On the Medications tab the Notes column can be edited by clicking directly on the field and typing. Your changes save automatically when you click away.
This is one of the most powerful features in the tracker. Use it before every appointment to prepare your questions — then print and bring it with you.
At the top of the Questions tab you will see a bar with two fields — Patient Name and Appointment Date. Fill these in. They will print at the top of your questions sheet so your provider can see your name.
There are 3 question cards numbered 1, 2, and 3. Click in each large text box and type your question. Be as specific as you can — for example: "My knee has been swollen for 2 weeks — should I have an X-ray?"
Click the blue 💾 Save Questions button. Your questions are saved to this browser and will still be there next time you open the tracker.
Click 🖨 Print for Appointment. Your questions sheet will print with your name, appointment date, each question, and a space for the provider's plan. Hand it directly to your provider or nurse.
After your appointment type what your provider said in the Provider's Plan / Response field under each question. Then click the green ✓ Mark Reviewed with PCP button — the question gets a green "Reviewed" badge.
Every tab in the tracker is print-ready. You can print any section to bring to an appointment, share with a specialist, or keep in a physical binder.
Click the tab at the top of the tracker — for example Blood Pressure, Medications, or Lab Results. Make sure you can see the information you want to print on screen.
Either click the 🖨 Print / Save PDF button in the top right of the header — or press Ctrl+P on Windows or Cmd+P on Mac. Both open the same print window.
In the print window you can choose your printer or select "Save as PDF" to save a digital copy. For best results select Portrait orientation and make sure Background graphics is turned on so the colors print correctly.
To save a digital copy instead of printing on paper — in the print window choose Destination: Save as PDF then click Save. This creates a PDF file of just that tab that you can email to a specialist or save for your records.
Before an appointment: Top 3 Questions · Medications · Health History
For a specialist: Lab Results · Blood Pressure · Blood Sugar
For a new provider: Health History · Medications · Vaccines
For the ER: Medications · Emergency Contacts · Insurance
Your information saves automatically as you type — you never need to click a special save button for most things. Here is what you need to know about how your data is stored.
If you use your browser's "Clear browsing data" or "Clear history" feature and select "Cookies and site data" — this will erase your tracker information. To be safe regularly print your key tabs to PDF as a backup copy.
Once a month — or before any major appointment — print your Medications, Health History, and Lab Results tabs to PDF and save them in a folder on your computer or in your email. This gives you a permanent backup that doesn't depend on the browser.
Answers to the most common questions about using your tracker.
Print this page and keep it with your tracker file as a quick reminder of the most important steps.
This tracker was built to give you the tools to walk into every appointment prepared, organized, and confident — so you and your provider can focus on what matters most: your health.
Empowering Health Together
Created by Tammy Jolly, FNP-C · Family Nurse Practitioner — Certified