1. Choose guest or invited access
Open the workspace to explore a fictional example. Guest cases are saved in this browser only, with a limit of five. Request a plan to receive a private invitation, then use Sign in with invitation. Private cases are kept separately from guest drafts.
2. Create a de-identified case
Select New case. Enter an internal case code, choose a programme and describe the documentation objective. Do not use a patient name, medical record number or other direct identifier. Save the case before leaving the page.
3. Add visit records
Select Add visit. Choose a date and visit type, identify the author by an appropriate team label and write the observations already documented. Add material and batch references when relevant. You can edit or remove entries after they are added; save the case to retain your changes.
4. Keep coordination visible
Add an administrative task with a short title, owner and due date. Mark it complete when the work is done. Dates do not create calendar bookings or patient reminders. Each case supports up to 50 visit entries and 50 tasks within the overall record-size limit.
5. Prepare and check a handoff
With invited AI access, select Prepare AI handoff. The current case details are sent to the configured AI provider only when you request a draft. Check the output against the notes and edit the summary or supporting lists. Mark it reviewed after checking; source changes flag the draft as out of date.
6. Save and export
Save case retains changes in the current guest or private workspace. Export JSON downloads the complete record, which can be imported as a new case. Export visits CSV produces a spreadsheet-ready table. Print report opens your browser’s print dialogue, where Save as PDF can create a PDF file.
Keep exports in a location appropriate for your data. Browser storage can be cleared, and an invitation can expire. Export important work before your access period ends.
Need help?
Use the contact form with the product topic. Include the page, action and error message, but not patient information, passwords or your full invitation code. If a save conflict appears, export your current draft and reopen the saved case before continuing.