Patient records & care management
Tutorial 01 · Added Oct 9, 2026
Add or update patient-record fields
Steps
- Open the patient's page.
- Open More actions → Update patient record.
- Enter the relevant results and care details.
- Complete required fields, then save.
Open video in a new tab ↗Tutorial 02 · Added Nov 2, 2026
Add, edit, delete patient notes
Steps
- Open History & Notes. Notes are listed newest first, with who wrote each one and when.
- Use the filter to see one type of note.
- To add a note, press Add a note and choose the note type. A call also asks for the outcome; doctor instructions ask for the doctor's name.
- Write the details. The note stays with the care team unless you tick Share with patient.
- Press Save note, check it, then save.
- To change a note, press Edit, update the details, press Update, then Save changes. The note shows who last edited it and when.
- To remove a note, press Delete and give a reason (kept in the audit history). Press Delete note, then Yes, delete note.
Open video in a new tab ↗Tutorial 03 · Added Oct 9, 2026
Review patient updates and activity
Steps
- Read the green patient-update banner.
- Press View in Steps & Tasks to review the completed task and any file.
- Dismiss the banner with X after reviewing it; this dismisses it only for you.
- Open History & Notes → Activity for case history.
Open video in a new tab ↗Tutorial 04 · Added Oct 9, 2026
Add a task and set its details
Steps
- Press Add a task to this step.
- Enter a short name and choose the task type.
- Choose who completes it and set its due timing.
- Add the patient-facing description.
- Press Add task. The task starts hidden.
- Show the task to the patient when ready; its due date starts from that day.
Open video in a new tab ↗Tutorial 05 · Added Oct 9, 2026
Review completed tasks and journey history
Steps
- Review tasks marked Done on the current step.
- Expand Completed for finished care tasks.
- Open History & Notes → Activity.
- Review stage and step changes, dates and who recorded them. Activity does not list every individual task.
Open video in a new tab ↗Tutorial 06 · Added Oct 9, 2026
Navigator: move a patient to the next step
Steps
- Complete the current step's tasks.
- Press Change status.
- Choose the next step and save.
- Select the tasks to show in HealthPal.
- Confirm to send the selected tasks to the patient's app.
Open video in a new tab ↗Tutorial 07 · Added Oct 9, 2026
Navigator: add and follow up care tasks
Steps
- Open To do → Care tasks.
- Press Add care task.
- Enter the task name, type and due timing.
- Add the task; it appears in HealthPal immediately.
- Mark an existing task done for the patient only after confirming completion.
Open video in a new tab ↗Tutorial 08 · Added Oct 9, 2026
Find patients who need follow-up
Steps
- Open Active Care Patients → List → Filters.
- Set Next-step status to Overdue to find patients past their stage target.
- Press Clear all.
- Set Risk state to Needs follow-up and choose a flag if needed.
- Open each patient to review what needs attention. These filters are not individual-task overdue filters.
Open video in a new tab ↗Appointments, treatments & callbacks
Tutorial 01 · Added Oct 9, 2026
Book an appointment for a patient
Steps
- Open the patient's Appointments tab.
- Under Bookings, press Book service.
- Choose the service and review its fee.
- Choose a date and available time.
- Press Book appointment.
- Check the booking appears. The patient is notified in HealthPal.
Open video in a new tab ↗Tutorial 02 · Added Oct 9, 2026
Review upcoming appointments
Steps
- Open the patient's Appointments tab.
- Review the date, service, time and status of each booking.
- Check today's appointment pinned at the top of the patient's page.
- Use Update if your account has HealthHub appointment access.
Open video in a new tab ↗Tutorial 03 · Added Nov 2, 2026
View appointments by day, week or month
Steps
- Open Appointments and choose Calendar. Today's bookings are listed on the right, with patient, service, branch and status.
- Switch between Month, Week and Day. In Month, press a day to list its bookings.
- Use the arrows or Today to move between dates.
- To see one service, open All services and pick it. Clear the filter to see every service again.
- To see one branch, open All branches and pick it.
Open video in a new tab ↗Tutorial 04 · Added Oct 9, 2026
Reschedule or cancel an appointment
Steps
- Open Appointments and press Update on the booking.
- To reschedule, choose Change the date or time.
- Choose an available slot, press Save new time, then Yes, reschedule.
- To cancel instead, choose Cancel the booking and enter a reason.
- Press Cancel booking, then Yes, cancel booking. The patient is notified.
Open video in a new tab ↗Tutorial 05 · Added Oct 9, 2026
Update an appointment status
Steps
- Open today's pinned appointment and press Update status.
- Choose Patient has arrived, or Patient didn't come as appropriate.
- Save and confirm the change.
- After the visit, choose Their visit is done.
- Save and confirm, then check the completed booking in Appointments.
Open video in a new tab ↗Tutorial 06 · Added Oct 9, 2026
Add an appointment note
Steps
- Open the patient's Appointments tab and click the booking.
- On the HealthHub appointment page, scroll to Appointment Notes.
- Press Add New Note.
- Enter a title and remarks.
- Press Add Note. This is separate from a care-program patient note.
Open video in a new tab ↗Tutorial 07 · Added Nov 2, 2026
Add a treatment and its sessions
Steps
- Open the patient's Treatment plan tab and press Add treatment.
- Choose the branch, then the service.
- Use Repeat on a schedule to space sessions evenly: set the number of sessions, how many days apart, and the first date and time.
- Turn on Skip weekends to move any weekend date to the next weekday.
- Add instructions for the patient. They see them with every session.
- Press Preview sessions to check each date. You can still change any of them here.
- Press Schedule sessions. The patient is notified in HealthPal, and the treatment appears with its next session.
Open video in a new tab ↗Tutorial 08 · Added Nov 2, 2026
Update a treatment's sessions
Steps
- Open the patient's Treatment plan tab.
- When the patient comes in, press Mark attended, check the date, then press Confirm attended.
- If a session was missed, open its menu and choose Mark missed. It stays in the history but does not count as attended.
- To move a session, choose Reschedule, pick the new date and press Preview sessions. Later sessions move too, keeping the same spacing. Press Approve and move all.
- To change what one session says, choose Edit special instructions. The patient sees this for that session only.
- Choose Add note for the care team. Patients do not see these notes.
- To pause, open the treatment menu, choose Pause treatment, pick a reason (the patient sees it), add details for the care team, then press Pause treatment. Remaining sessions are put on hold.
- To continue, choose Resume treatment, pick the new start date, preview the sessions, then press Approve and move all.
Open video in a new tab ↗Tutorial 09 · Added Oct 9, 2026
Navigator: book or decline an appointment request
Steps
- Open the patient's pinned appointment request.
- Press Book service.
- Choose the service, date and available time, then Book appointment.
- If the request cannot be booked, press Decline instead.
- Enter a reason and explain the next action. The patient can submit another request.
Open video in a new tab ↗Tutorial 10 · Added Oct 9, 2026
Handle callback requests
Steps
- Open Callbacks.
- Press Confirm call schedule and set the time.
- After attempting the call, press Mark as called.
- Choose No answer if the patient did not answer; the request stays open.
- When reached, mark Completed and add a note.
Open video in a new tab ↗