Medical Information Organization

The OurFamilyWizard Info Bank keeps your family's most important details organized and at your fingertips. Learn how to use the Info Bank to stay on top of your child's medical needs with this help topic.

Providers and Medical Insurance entries

  1. Click on the 'Info Bank' tab when signed in through the website 
  2. In the left-hand menu, click either the 'Provider' or 'Medical Insurance' sections listed below 'Medical'
  3. Click the 'Add' button in the upper left corner
  4. Complete the 'Add Entry' form with all applicable information
    1. Contact Information: Provide the name of the person or company and any helpful contact information
    2. Members: Select the family members to whom the entry applies
    3. Sharing: Parents can share entries with each other or keep them private
    4. Section: Entries can be assigned to more than one section of the Info Bank, when appropriate.
    5. Section-specific information: At the bottom of the 'Add Entry' form, you'll find section-specific fields to fill out. For example, Medical Insurance entries will have fields for the policy name, policy group, deductible, office co-pays, and more. 
  5. Once complete, click 'Save' in the upper left-hand corner of the window. 

Other entries under the Medical section

  1. Click on the 'Info Bank' tab when signed in through the website 
  2. In the left-hand menu, click 'Medical'
  3. For every other section besides 'Providers' and 'Insurance,' you must first select the child for whom you'd like to create an entry using the family member tabs at the top of the info bank. 
  4. To create a new entry, click on the  icon in the appropriate section. You're able to create entries for medication, immunizations, procedures, incidents, health conditions, and test results.
  5. When the entry is complete, click  to save the entry.

Note: Parents can add their own information to OFW but are unable to create entries for their co-parent. When adding their own medical details, parents have the option of making their entire Medical profile private. 

Learn how to manage medical information through the mobile app