HLC Case ManagerHLC Case Manager

Video guides

Short videos that show you around the app — each one stands alone, or watch them in order as a full course.

Getting started

1. Welcome

Meet the app: what it is for, and where everything lives.

2. Accepting your invitation

From the email your secretary sends to your first sign-in.

3. Unlocking the data

Why patient data is locked, and the phrase that opens it on your device.

4. Your profile and availability

Keep your details current, and tell the committee when you are away.

Everyday case work

5. Finding cases

Where your cases live: the four lists, search, and alerts.

6. Registering a new case

From a phone call to a case the whole committee can see.

7. Taking on a case

How a new case finds its volunteer: workloads, assigning yourself, and sharing a case.

8. The patient record

Inside a case: the four tabs, the patient's details, and their medical directives.

9. Logging updates

Keep the case diary alive: log updates, move the stage, and set reminders.

10. Closing a case

How to close a case: the summary, the doctor follow-ups, and what remains afterwards.

Directory, hospitals & events

11. The directory

Your committee's directory of doctors and contacts: search, filter, and every contact's history.

12. Hospitals

Know each hospital before you arrive: address, contacts, cases, and who covers it.

13. Events

Plan presentations, visits and interviews on the committee's shared calendar.

Staying in sync

15. Notifications

The bell, the list, and how one tap takes you straight to the case.

17. Settings and language

Your language, your committee’s settings, the calendar link, and signing out.

For chairmen & secretaries

18. Setting up your committee

How one person registers the committee, sets up the encryption key, and invites everyone else.

19. Running the committee

Day-to-day committee admin: inviting members, sharing the key, fixing bounced emails, roles, and settings.