Firstly Free trial

Before your next appointment

Walk in with your questions ready.

Firstly gathers your records into a plain-language summary of your history, then helps you write the questions worth asking and pick the results to bring. For physicals, follow-ups and new specialists.

Start your 7-day free trial

7-day free trial, then $9 a month. Cancel anytime.

Firstly is made by Triangle. You’ll create your account at trianglehealth.com.

  • Records requested through Carequality and TEFCA
  • A licensed clinician reviews your history
  • HIPAA compliant, with a public Trust Center
Illustrative example

Why it’s hard

Appointments go fast

The question you meant to ask comes back to you in the parking lot.

A new specialist has a short visit to catch up on years of your history. Your results are split across patient portals, and the one from two years ago lives in a system you can’t log into anymore.

So you try to remember the numbers, summarize your history on the spot, and fit in the thing you actually came to ask about. Notes would help. Making them is the hard part.

What it looks like

From “what should I ask?” to a list you can use

You say what the visit is about. The answer comes from your own records: what the results show, what’s missing, and questions you might want to ask.

Start your 7-day free trial

7-day free trial, then $9 a month. Cancel anytime.

Getting ready for ThursdayIllustrative example
I’m seeing a new endocrinologist on Thursday about my thyroid. What should I bring up?

Here’s what your records show.

TSH5.8May 2025
upper limit 4.5 2023 2024 2025
  • TSH went from 2.1 in 2023 to 4.4 in 2024 and 5.8 in May. The lab’s upper limit is 4.5.
  • Free T4 stayed within range each time.
  • Your 2021 intake notes mention that your mother has Hashimoto’s.
  • I don’t see thyroid antibody results anywhere in your records.

Questions you could bring:

  1. My TSH has risen three years running. At what point would you treat it?
  2. Given my mother’s history, should we check thyroid antibodies?
  3. Could this be connected to the tiredness I mentioned at my last physical?

Worth bringing: the three TSH results and May’s free T4.

Made-up records for illustration. Your doctor decides what results mean and what to do.

How it works

Set it up once, ready for every visit after

Your history keeps updating as new records arrive, so the next appointment starts from where this one left off.

  1. Start your trial

    Start your 7-day free trial and say who the profile is for: you, or someone you look after. Tell us where you live.

  2. Verify and sign

    Confirm your identity and address, sign the consent forms, and book an intake visit with a clinician.

  3. Bring your records in

    Triangle requests your records through the national networks, Carequality and TEFCA. Upload anything you already have, like recent results or visit notes.

  4. Write your questions

    Read your history in plain language, then tell the chat what the visit is for. It helps you put your questions in writing, with the results worth bringing.

What you get

Everything you’d want on the clipboard

  • Your history, summarizedA plain-language summary of your medical history, short enough to read in the waiting room.
  • Lab results over timeStructured results you can follow over time, with plain-language explanations, so you can see what changed since the last visit.
  • Your medicines in one listListed from your records, including pharmacy fill data when your records contain it.
  • A chat that knows your historyAsk about your own records. A second check reviews answers against the evidence before you rely on them.
  • Reminders in plain wordsRemind me Wednesday night to bring my pill bottles. Delivered in the app and by notification.
  • Sharing you controlShare your profile with a doctor or a family member coming with you, and choose who can see it.

Membership

$9a month

after a 7-day free trial

Start your 7-day free trial

Cancel before day 7 and you’re not charged.

A card starts the trial. After that, cancel any month; your records stay yours.

What your membership includes

  • Triangle requests your records from hospitals and clinics and keeps them updated as new ones arrive
  • Chat anytime with the assistant that answers from your own records
  • A review of your medical history by a licensed clinician
  • Upload anything else you have: PDFs, photos of paper results, faxes
  • Connect your wearables

One membership covers this appointment and every one after it.

Your own assistant

Get ready with Claude or ChatGPT

Already use an AI assistant? Connect it to your records. With your permission it can read your records, labs, medications and the summary of your history, and with write access it can set reminders for you. Then “what should I ask on Thursday?” gets an answer from your own history.

Connector addresspaste this in
https://app.trianglehealth.com/mcp

It’s also in Triangle, under Settings → AI service connections → Connect.

  1. Open your assistant’s settings and find Connectors, MCP or Tools.
  2. Add a new connection and paste the address.
  3. Sign in to Triangle when it asks.
  4. Choose what it can read or change and which profile to share, then Accept.
Where to paste it
In Claudecustom connector
  1. Settings
  2. Connectors
  3. Add custom connector
  4. Paste the address

A Triangle sign-in appears the first time Claude uses a Triangle tool.

In ChatGPTPlus or higher
  1. Settings, then Apps & Connectors
  2. Advanced settings: turn on Developer Mode
  3. Back in Apps & Connectors, Create
  4. Enter a name and the address

Plus, Pro, Business, Enterprise or Edu. The free plan can’t add custom connectors.

In Grokpaid plan
  1. Skills and Connectors
  2. New Connector, then Custom
  3. Enter a name and the address
  4. Sign in to Triangle and accept

Other assistants that support MCP can connect the same way.

Three things to ask it

  • Before the visitask
    I see a new endocrinologist on Thursday. From my records, what should I bring up?
  • Results to bringask
    List my TSH results with their dates, oldest first.
  • The night beforewith write access
    Remind me Wednesday night to bring my pill bottles.

Said plainly: once you connect an outside assistant, what it reads is handled under that assistant’s own privacy policy, which Triangle doesn’t control. Connect only assistants you trust. It works only with what’s in Triangle and can’t change anything at a hospital or clinic.

Disconnect any time in Triangle under Settings → AI service connections, and access stops immediately.

Start your 7-day free trial

Set up your Firstly profile first. Then connect your assistant whenever you like.

Trust

Your records, on your terms

Never sold

Your data is never sold or shared for advertising.

You choose who sees it

You decide what to share and with whom.

Paid for by members only

No drug maker, laboratory or hospital pays Triangle.

Encrypted and deletable

Everything is encrypted, and your records are yours to delete.

HIPAA compliant

Triangle is HIPAA compliant. See its Trust Center.

Listed by Medicare

Triangle is listed in the Medicare App Library.

Triangle provides research and educational support. It does not diagnose, treat, or prescribe, and it never replaces your care team.

Questions

Good to know

What does it cost?
Firstly starts with a 7-day free trial. You add a card to begin; cancel before day 7 and you’re not charged. After that it’s $9 a month, and you can cancel any month; your records stay yours. Membership covers Triangle requesting your records and keeping them updated, the chat that answers from your own records, a review of your medical history by a licensed clinician, connected wearables, and uploading anything else you have.
My appointment is soon. Will it be ready in time?
Start with what you have. You can upload recent results or visit notes during setup and ask about them. Records requested through the networks join your history as they arrive, and Triangle can’t promise when that will be, so bring what you already have to this visit. Your history keeps filling in for the next one.
What does setup ask of me?
After you start the trial: who the profile is for and where you live, your details, an identity check and your address, who can see the profile, the consent forms, and an intake visit with a clinician. Then upload anything else you have.
Will it reach all my doctors?
Triangle requests records through the national health-record networks, Carequality and TEFCA. Not every provider can be reached that way. Triangle shows what may be missing and helps you request it, and you can upload the rest yourself.
Who can see it? Can my doctor?
Only the people you share it with. You can share your profile with a doctor or a family member coming with you, and choose who can see it. Your data is never sold or shared for advertising. Firstly is made by Triangle, so your account is created at trianglehealth.com under Triangle’s privacy policy and terms.
Will Firstly tell me what’s wrong, or what to take?
No. Triangle does not diagnose, treat or prescribe, and it never replaces your care team. It helps you understand your records and prepare for the conversation. Your doctor makes the medical decisions with you.
Before your next appointment

Get your questions ready

Set it up once. Triangle requests your records, you add what you have, and your history keeps updating for every appointment that follows.

Start your 7-day free trial

7-day free trial, then $9 a month. Cancel anytime.

Cancel before day 7 and you’re not charged.

Firstly is made by Triangle. You’ll create your account at trianglehealth.com.