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YOUR HEALTHPAL LEARNING GUIDE

Confidence in
every step of care.

Practical video guides for HealthPal users. Find what you need, then follow along.

Explore tutorials 43 video guides · 7 topics

Access & navigation

Sign in, find patients and understand the portal.

Tutorial 01

Log in and access the provider portal

Watch this tutorial here. No Google account needed.

Steps

  1. Open the HealthHub sign-in page.
  2. Enter your email and password, then press Sign in.
  3. Enter the six-digit code sent to your email and press Verify.
  4. Open Active Care Patients from the left menu.
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Tutorial 02

Find your way around the provider portal

Watch this tutorial here. No Google account needed.

Steps

  1. Open Active Care Patients from the left menu.
  2. Choose a care-program tab.
  3. Switch between Board and List.
  4. Use Callbacks for call requests and Appointments for bookings.
  5. Press Refresh to load updates.
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Tutorial 03

Find a patient using search and filters

Watch this tutorial here. No Google account needed.

Steps

  1. Open Active Care Patients and switch to List.
  2. Search by patient name.
  3. Use Filters to narrow by next-step status, stage or risk.
  4. Press Clear all to remove filters.
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Tutorial 04

Open a patient profile and care overview

Watch this tutorial here. No Google account needed.

Steps

  1. Find the patient in Active Care Patients.
  2. Click the patient's name.
  3. Review To do for the current step and tasks.
  4. Use the tabs for appointments, records, care team, history and notes.
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Patient onboarding & assignment

Review intake, enroll patients and assign navigators.

Tutorial 01

Review patient information

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's page.
  2. Review Where they are now.
  3. Press Show answers to review pre-triage information.
  4. Check care details and fields marked Required, missing.
  5. Open Care team to review contacts. Add member shares the contact with the patient.
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Tutorial 02

Navigator: find a patient and read their record

Watch this tutorial here. No Google account needed.

Steps

  1. Open Active Care Patients.
  2. Use Board or List, then search or filter.
  3. Open the patient.
  4. Review To do and the patient record.
  5. Use the tabs to review appointments, files, care team and history.
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Tutorial 03

Review pre-triage and place a new patient

Watch this tutorial here. No Google account needed.

Steps

  1. Open the new patient from Active Care Patients.
  2. Read the pre-triage answers in To do.
  3. Mark pre-triage as reviewed.
  4. Press Choose starting stage.
  5. Choose the stage and first step, then save the status.
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Tutorial 04

Enroll a patient and assign a navigator

Watch this tutorial here. No Google account needed.

Steps

  1. As a head navigator, choose a navigator for an unassigned patient from the list.
  2. To enroll a patient, press Add care patient.
  3. Find the patient, choose the care program and add them. This sends an invitation.
  4. To transfer responsibility, open the patient record and choose Hand over.
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Care programs & task visibility

Understand stages, steps and which tasks patients see.

Tutorial 01

Open a patient care program

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's card in Active Care Patients.
  2. Review To do → Steps & Tasks.
  3. Check the stage, step, task owner, due date and completion status.
  4. Check for tasks marked Hidden from the patient.
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Tutorial 02

Choose which tasks the patient sees

Watch this tutorial here. No Google account needed.

Steps

  1. Find the hidden task.
  2. Press Show to [patient], then Yes, show it.
  3. To hide it again, open the task menu and choose Hide from [patient].
  4. When changing status, select only the tasks the patient should see now.
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Patient records & care management

Update records, manage tasks and follow patient progress.

Tutorial 01

Add or update patient-record fields

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's page.
  2. Open More actions → Update patient record.
  3. Enter the relevant results and care details.
  4. Complete required fields, then save.
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Tutorial 02

Add a patient note

Watch this tutorial here. No Google account needed.

Steps

  1. Press Add a note on the patient's page.
  2. Choose the note type. For calls, also choose the outcome.
  3. Enter the note and press Save note.
  4. Open History & Notes → Notes to review it.
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Tutorial 03

Review patient updates and activity

Watch this tutorial here. No Google account needed.

Steps

  1. Read the green patient-update banner.
  2. Press View in Steps & Tasks to review the completed task and any file.
  3. Dismiss the banner with X after reviewing it; this dismisses it only for you.
  4. Open History & Notes → Activity for case history.
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Tutorial 04

Add a task and set its details

Watch this tutorial here. No Google account needed.

Steps

  1. Press Add a task to this step.
  2. Enter a short name and choose the task type.
  3. Choose who completes it and set its due timing.
  4. Add the patient-facing description.
  5. Press Add task. The task starts hidden.
  6. Show the task to the patient when ready; its due date starts from that day.
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Tutorial 05

Update a task status

Watch this tutorial here. No Google account needed.

Steps

  1. Tick the task you completed.
  2. Press Yes, mark done.
  3. To undo, open the task menu and choose Mark as undone.
  4. For a patient care task, use Mark done for [patient] only after confirming it was completed.
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Tutorial 06

Move a patient to the next stage

Watch this tutorial here. No Google account needed.

Steps

  1. Press Change status.
  2. Select the next stage and press Save status.
  3. Select the tasks the patient should see.
  4. Confirm and save.
  5. If moving back to an earlier stage, select the required reason.
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Tutorial 07

Review completed tasks and journey history

Watch this tutorial here. No Google account needed.

Steps

  1. Review tasks marked Done on the current step.
  2. Expand Completed for finished care tasks.
  3. Open History & Notes → Activity.
  4. Review stage and step changes, dates and who recorded them. Activity does not list every individual task.
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Tutorial 08

Navigator: move a patient to the next step

Watch this tutorial here. No Google account needed.

Steps

  1. Complete the current step's tasks.
  2. Press Change status.
  3. Choose the next step and save.
  4. Select the tasks to show in HealthPal.
  5. Confirm to send the selected tasks to the patient's app.
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Tutorial 09

Navigator: add and follow up care tasks

Watch this tutorial here. No Google account needed.

Steps

  1. Open To do → Care tasks.
  2. Press Add care task.
  3. Enter the task name, type and due timing.
  4. Add the task; it appears in HealthPal immediately.
  5. Mark an existing task done for the patient only after confirming completion.
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Tutorial 10

Find patients who need follow-up

Watch this tutorial here. No Google account needed.

Steps

  1. Open Active Care Patients → List → Filters.
  2. Set Next-step status to Overdue to find patients past their stage target.
  3. Press Clear all.
  4. Set Risk state to Needs follow-up and choose a flag if needed.
  5. Open each patient to review what needs attention. These filters are not individual-task overdue filters.
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Appointments & callbacks

Book, reschedule and manage visits and callback requests.

Tutorial 01

Book an appointment for a patient

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's Appointments tab.
  2. Under Bookings, press Book service.
  3. Choose the service and review its fee.
  4. Choose a date and available time.
  5. Press Book appointment.
  6. Check the booking appears. The patient is notified in HealthPal.
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Tutorial 02

Review upcoming appointments

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's Appointments tab.
  2. Review the date, service, time and status of each booking.
  3. Check today's appointment pinned at the top of the patient's page.
  4. Use Update if your account has HealthHub appointment access.
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Tutorial 03

Reschedule or cancel an appointment

Watch this tutorial here. No Google account needed.

Steps

  1. Open Appointments and press Update on the booking.
  2. To reschedule, choose Change the date or time.
  3. Choose an available slot, press Save new time, then Yes, reschedule.
  4. To cancel instead, choose Cancel the booking and enter a reason.
  5. Press Cancel booking, then Yes, cancel booking. The patient is notified.
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Tutorial 04

Update an appointment status

Watch this tutorial here. No Google account needed.

Steps

  1. Open today's pinned appointment and press Update status.
  2. Choose Patient has arrived, or Patient didn't come as appropriate.
  3. Save and confirm the change.
  4. After the visit, choose Their visit is done.
  5. Save and confirm, then check the completed booking in Appointments.
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Tutorial 05

Add an appointment note

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's Appointments tab and click the booking.
  2. On the HealthHub appointment page, scroll to Appointment Notes.
  3. Press Add New Note.
  4. Enter a title and remarks.
  5. Press Add Note. This is separate from a care-program patient note.
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Tutorial 06

Navigator: book or decline an appointment request

Watch this tutorial here. No Google account needed.

Steps

  1. Open the patient's pinned appointment request.
  2. Press Book service.
  3. Choose the service, date and available time, then Book appointment.
  4. If the request cannot be booked, press Decline instead.
  5. Enter a reason and explain the next action. The patient can submit another request.
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Tutorial 07

Handle callback requests

Watch this tutorial here. No Google account needed.

Steps

  1. Open Callbacks.
  2. Press Confirm call schedule and set the time.
  3. After attempting the call, press Mark as called.
  4. Choose No answer if the patient did not answer; the request stays open.
  5. When reached, mark Completed and add a note.
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Documents & health logs

Share records, link files and review patient health updates.

Tutorial 01

View and open patient health records

Watch this tutorial here. No Google account needed.

Steps

  1. Open the Health records tab.
  2. Filter by Uploaded by [patient], Uploaded by care team, or All.
  3. Review who uploaded the file, its kind and date.
  4. Press View to open it in a new tab.
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Tutorial 02

Upload a document

Watch this tutorial here. No Google account needed.

Steps

  1. With Head Navigator or Provider Admin access, open Health records → Add a record.
  2. Choose a PDF, JPEG or PNG file up to 10 MB.
  3. Select the record kind.
  4. Use a clear document name that describes the record, not its findings.
  5. Press Add record. The patient can view it immediately and is notified.
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Tutorial 03

Link a document to a care task

Watch this tutorial here. No Google account needed.

Steps

  1. Open the document's menu in Health records.
  2. Choose Attach to task.
  3. Select a result-viewing task on a step the patient has reached.
  4. Press Save.
  5. Check the linked file in To do. Attach result on the task is another entry point.
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Tutorial 04

Who sees a document you upload

Watch this tutorial here. No Google account needed.

Steps

  1. Before uploading, confirm the document is ready for the patient to see.
  2. Add the record. Care-team uploads are shared immediately; there is no hide setting.
  3. Review the file in Health records.
  4. Only the uploader can delete it: open the menu → Delete → Delete document.
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Tutorial 05

Navigator: record results in the patient record

Watch this tutorial here. No Google account needed.

Steps

  1. Open More actions → Update patient record.
  2. Enter the relevant result details.
  3. Complete any required missing fields.
  4. Save the updated patient record.
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Tutorial 06

Review symptoms, vital signs and medicines

Watch this tutorial here. No Google account needed.

Steps

  1. Open History & Notes → Symptoms and vitals.
  2. Review the most recent patient logs.
  3. Use the chips to filter by log type.
  4. Review missed medication entries and reasons where recorded.
  5. A tracker-unavailable notice does not hide the patient's own logs.
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Patient & caregiver app tutorials

Help patients and caregivers use HealthPal in the mWell app.

Tutorial 01

Patient: agree to the HealthPal Terms

Watch this tutorial here. No Google account needed.

Steps

  1. Open HealthPal and tap Next through the introduction.
  2. Open Terms and Conditions and read them.
  3. Return, tick the agreement box and tap Agree and Continue.
  4. Tap Let's go.
  5. For updated terms, scroll to the end, tick the box and tap I agree.
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Tutorial 02

Patient: join a care program

Watch this tutorial here. No Google account needed.

Steps

  1. Tap + → Manage breast health.
  2. Choose the hospital and continue through the introduction.
  3. Tap Answer a few quick questions and complete the questions.
  4. Check your age and continue.
  5. Review the suggested next step; it is not a diagnosis.
  6. Request a consult or choose Maybe later. Check the program on Home.
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Tutorial 03

Patient: accept an invitation from your hospital

Watch this tutorial here. No Google account needed.

Steps

  1. Open the hospital invitation link from your email.
  2. Check the hospital and program.
  3. Tap Accept invitation, then Go to HealthPal.
  4. Agree to the Terms if prompted.
  5. If you do not want to join, choose Decline invitation and confirm.
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Tutorial 04

Patient: request an appointment

Watch this tutorial here. No Google account needed.

Steps

  1. Tap Request on the care-plan booking task.
  2. Choose a date and tap Done.
  3. Choose a time of day.
  4. Tap Send request.
  5. Wait for confirmation. Sending a request does not book the appointment.
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Tutorial 05

Patient: follow your care plan

Watch this tutorial here. No Google account needed.

Steps

  1. Review the program, stage and current step on Home.
  2. Tap the card arrow to see your path.
  3. Return to your care plan and review the tasks.
  4. Tap Done after completing an action.
  5. Open Completed to review it, or select another day in the week.
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Tutorial 06

Patient: upload a result or health record

Watch this tutorial here. No Google account needed.

Steps

  1. Tap Upload on the task → Upload New File.
  2. Take a photo, attach a file or choose from your gallery.
  3. Check the file name and open Details.
  4. Review Who can see it and enter the provider shown on the document.
  5. Tap Upload files.
  6. For a separate upload, open Health Files → Upload File. It starts as Only me; select My provider if you want to share it.
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Tutorial 07

Patient: log symptoms and vital signs

Watch this tutorial here. No Google account needed.

Steps

  1. Tap + → Log → Symptoms.
  2. Choose the symptom and complete required details. Pain requires a score and location.
  3. Tap Save symptom log.
  4. For blood pressure, open Log → Blood pressure and enter both numbers.
  5. Review the displayed guidance, then Save reading → Done.
  6. Check today's Logs for the saved entry.
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Tutorial 08

Patient: add medicines and log doses

Watch this tutorial here. No Google account needed.

Steps

  1. Tap + → Manage medication → Create a reminder → Add medicine.
  2. Enter the medicine name and strength from the label.
  3. Confirm the amount, schedule, first dose time and duration.
  4. Tap Save medicine.
  5. After taking a dose, tap Log, check the time and Save log.
  6. For a missed dose, select Mark as missed dose and save. Review the guidance shown.
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Tutorial 09

Patient: invite a caregiver

Watch this tutorial here. No Google account needed.

Steps

  1. Open the menu → Care Team.
  2. If prompted, tap Explore my care team.
  3. Tap Add member and choose Caregiver.
  4. Enter the person's name, contact number and email.
  5. Check the details, then tap Add member. This sends the invitation immediately.
  6. Check for Pending invite until they accept.
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Tutorial 10

Patient: accept a caregiver invitation

Watch this tutorial here. No Google account needed.

Steps

  1. Open the caregiver invitation link from your email.
  2. Accept only an invitation you recognize.
  3. Tap Accept Invitation.
  4. Complete the introduction and consent if prompted.
  5. Tap Begin caring for [patient], then Let's go.
  6. Use Viewing [patient]'s Care to switch between your care and theirs.
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