Using Ovillo
The Overview
The Overview is the first screen you see after unlocking. It tells you the one thing to do next, shows the latest lab results and what changed, and holds the buttons for appointments and family updates. This page is for anyone using Ovillo day to day.
What is on the page
Top to bottom, the Overview has:
- the next-step card, when there is something to do;
- the setup card during first-run setup, and a password box if a PDF is locked (see Documents);
- the drop band, where you add files and folders (see Documents), and a card summing up your latest drop;
- The picture at a glance, the main part, described below;
- a column of buttons on the right: Ask the assistant, Prepare appointment and After an appointment.
With no documents yet, the page just says Drop in your documents. Once there are documents, the line under the heading counts them, in the form 3 documents in this vault, the newest dated <date>. Ask the assistant about them. The line says "Ask the assistant" whether or not one is connected.
The next-step card
A coloured card at the top says the single most useful thing to do, with a button. It shows one message at a time, in this order of priority, and disappears when nothing needs you. It is hidden while the setup card is open.
| When | What it says | Button |
|---|---|---|
| Documents have been read but there is no name for the record yet | Your documents are for a name it found. Is this that person's record? | Yes, <name> (up to three), Someone else |
| A document names someone other than this person | 1 document names someone other than <name>. Nothing from it is filed or sent until you check it. | Check it (opens Documents, Needs you) |
| Held items that need a careful look | 1 finding needs your eyes before anything else. | Look now (opens Review) |
| Items waiting for your decision | 1 update is waiting for your review. | Review now |
| The assistant decided the waiting items and you have not looked yet | The assistant sorted 4 items. See what it decided. | See what it decided |
| Read documents, assistant connected, not yet reviewed | 1 new document to read. Routine facts go in marked and undoable; anything else waits for you. | Read it now |
| Same, but no assistant connected | 1 new document is stored safely. Connect an assistant so it can be read and filed. | Connect an assistant |
| A PDF needs its password | 1 document needs its password before it can be read. | Enter password (also shown beside other messages as Unlock 1 document) |
| No backup yet, or the record changed since the last one (checked after 14 days) | This record is only on this computer, or your last backup is from a given date. Download a fresh one. | Download encrypted backup |
"Review" and "assistant" here are described in Review and The assistant.
The picture at a glance
Every block below shows only what your documents and your decisions have put in the record. An empty block says so; it does not mean nothing exists. Everything is kept as printed in the document, and the Overview does not interpret results.
Look at these first
Appears only when held items need a careful look, for example a value far outside its printed range or one that may be from another person. Up to three are listed with the reason, each with Open in Review, and a line says how many more are waiting.
Latest results
Lab results from your documents, newest date only. It says how many of that day's results are inside their printed ranges (for example 2 of the 3 results from 2021-11-02 are inside their printed ranges.), how many days ago the newest one is, and lists the ones outside the printed range with a small range bar. Results with no printed range are counted separately and never counted as inside. A newer value that is still waiting in Review shows a Waits for your check chip beside the last checked value.
The ranges are the ones printed on each report, not a general rule. Only values you or the assistant approved, or that the app filed on its own from your documents on this computer, are counted.
What changed since the last result
Up to three plain sentences, such as Ferritin goes down from 46 to 19. (invented example), comparing the last two values of the same test. A test needs two comparable values in the same unit to appear, and values printed as a limit (like <0.5) are skipped. See all N changes opens the rest with a small scale showing each move in times the upper limit printed on that report. The sentence states the direction; it does not say what it means.
Gaps and what to do
Two kinds of line. A test with at least two values whose newest is over 180 days old gets No ferritin in the documents since 2021-11-02. with Add a document. Below that is the list of gaps the assistant or an imported history has recorded, with a count.
For the care, where things stand and the folds
- For the care lists up to three open next steps you approved, with the document it came from and a Done button.
- Where things stand lists the current-state items you approved.
- People, places and allergies is a fold for the care team, allergies and record numbers. You type these in yourself; it is kept on this Mac, encrypted, and the assistant never sees these lists.
- Notes that disagree is a fold listing disagreements between documents.
The buttons
| Button | What it does |
|---|---|
| Prepare appointment | Opens the appointment brief form: you give a goal and a specialty or recipient, tick exactly the record items to include, preview, then Save appointment. Nothing appears unless you select it. See Briefs. |
| Clinician one-pager | Opens the same form with the goal Summary for this visit and a standard set of items already ticked. You can change the ticks before previewing. |
| Update for the family | Shows a short summary for relatives: how many latest results are inside their printed ranges, what changed, next steps and dates coming up, with Print. It lists only items you approved or the app filed; items waiting for review are left out. It is written by the app from the record, not by an assistant, and says the values have not been checked by a clinician. |
| Open the assistant | Opens the assistant panel to ask questions answered from the record with sources. |
| Record a visit | Opens the visit note form in Review, for what was said at an appointment. Anything you list becomes an update for you to review. |
Saved briefs are listed lower on the page under Saved briefs with Open, Print and Download. Downloads are plain files that anyone holding them can read.
What fills the Overview in, and what stays empty without an assistant
Without an assistant, Ovillo still reads every document on this Mac and files lab values from each one as it is read. So these work with no assistant:
- Latest results, What changed since the last result and the old-test lines under Gaps and what to do;
- Look at these first and the review count, because values that need a careful look are held for you;
- the next-step card, Update for the family, Prepare appointment and Clinician one-pager (they use what is in the record);
- People, places and allergies and Record a visit, which you fill in yourself.
What needs an assistant, or an imported history, to be filled: new timeline events from documents, medicine notes from documents, and the assistant's picture (Where things stand, the gaps list, Notes that disagree, For the care and connections). Documents that have been read wait as Read · waiting for the assistant until one is connected. See The record and The assistant.
Note. Nothing on the Overview is medical advice or a diagnosis. Values are copied as printed, can be misread, and have not been checked by a clinician. Check the original document for anything that matters.
Something unclear or out of date? Tell us on GitHub.