mWell HealthPalLast updated Nov 2, 2026Back to top
HEALTHPAL TEAM PRODUCT GUIDE

Know HealthPal,
help every user.

Video guides for mWell Operations, Customer Support and product teams. Learn how HealthPal works for providers and patients, then use the steps to guide users through each task.

Explore tutorials 45 video guides · 7 topics

Access & navigation

Sign in, find patients and understand the portal.

Tutorial 01 · Added Oct 9, 2026

Log in and access the provider portal

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 · Added Oct 9, 2026

Find your way around the provider portal

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 · Added Oct 9, 2026

Find a patient using search and filters

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 · Added Oct 9, 2026

Open a patient profile and care overview

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 · Added Oct 9, 2026

Review patient information

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 · Added Oct 9, 2026

Navigator: find a patient and read their record

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 · Added Oct 9, 2026

Review pre-triage and place a new patient

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 · Added Oct 9, 2026

Enroll a patient and assign a navigator

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 · Added Oct 9, 2026

Open a patient care program

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 · Added Oct 9, 2026

Choose which tasks the patient sees

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 · Added Oct 9, 2026

Add or update patient-record fields

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 · Added Nov 2, 2026

Add, edit, delete patient notes

Steps

  1. Open History & Notes. Notes are listed newest first, with who wrote each one and when.
  2. Use the filter to see one type of note.
  3. 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.
  4. Write the details. The note stays with the care team unless you tick Share with patient.
  5. Press Save note, check it, then save.
  6. To change a note, press Edit, update the details, press Update, then Save changes. The note shows who last edited it and when.
  7. To remove a note, press Delete and give a reason (kept in the audit history). Press Delete note, then Yes, delete note.
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Tutorial 03 · Added Oct 9, 2026

Review patient updates and activity

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 · Added Oct 9, 2026

Add a task and set its details

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 · Added Oct 9, 2026

Update a task status

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 · Added Oct 9, 2026

Move a patient to the next stage

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 · Added Oct 9, 2026

Review completed tasks and journey history

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 · Added Oct 9, 2026

Navigator: move a patient to the next step

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 · Added Oct 9, 2026

Navigator: add and follow up care tasks

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 · Added Oct 9, 2026

Find patients who need follow-up

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, treatments & callbacks

Book, reschedule and manage visits, treatment sessions and callback requests.

Tutorial 01 · Added Oct 9, 2026

Book an appointment for a patient

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 · Added Oct 9, 2026

Review upcoming appointments

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 · Added Oct 9, 2026

Reschedule or cancel an appointment

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 · Added Oct 9, 2026

Update an appointment status

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 · Added Oct 9, 2026

Add an appointment note

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 · Added Nov 2, 2026

Add a treatment and its sessions

Steps

  1. Open the patient's Treatment plan tab and press Add treatment.
  2. Choose the branch, then the service.
  3. Use Repeat on a schedule to space sessions evenly: set the number of sessions, how many days apart, and the first date and time.
  4. Turn on Skip weekends to move any weekend date to the next weekday.
  5. Add instructions for the patient. They see them with every session.
  6. Press Preview sessions to check each date. You can still change any of them here.
  7. Press Schedule sessions. The patient is notified in HealthPal, and the treatment appears with its next session.
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Tutorial 07 · Added Nov 2, 2026

Update a treatment's sessions

Steps

  1. Open the patient's Treatment plan tab.
  2. When the patient comes in, press Mark attended, check the date, then press Confirm attended.
  3. If a session was missed, open its menu and choose Mark missed. It stays in the history but does not count as attended.
  4. 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.
  5. To change what one session says, choose Edit special instructions. The patient sees this for that session only.
  6. Choose Add note for the care team. Patients do not see these notes.
  7. 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.
  8. To continue, choose Resume treatment, pick the new start date, preview the sessions, then press Approve and move all.
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Tutorial 08 · Added Oct 9, 2026

Navigator: book or decline an appointment request

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 09 · Added Oct 9, 2026

Handle callback requests

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 · Added Oct 9, 2026

View and open patient health records

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 · Added Oct 9, 2026

Upload a document

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 · Added Oct 9, 2026

Link a document to a care task

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 · Added Oct 9, 2026

Who sees a document you upload

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 · Added Oct 9, 2026

Navigator: record results in the patient record

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 · Added Oct 9, 2026

Review symptoms, vital signs and medicines

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 · Added Oct 9, 2026

Patient: agree to the HealthPal Terms

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 · Added Oct 9, 2026

Patient: join a care program

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 · Added Oct 9, 2026

Patient: accept an invitation from your hospital

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 · Added Oct 9, 2026

Patient: request an appointment

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 · Added Oct 9, 2026

Patient: follow your care plan

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 · Added Oct 9, 2026

Patient: upload a result or health record

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 · Added Oct 9, 2026

Patient: log symptoms and vital signs

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 · Added Oct 9, 2026

Patient: add medicines and log doses

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 · Added Oct 9, 2026

Patient: invite a caregiver

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 · Added Oct 9, 2026

Patient: accept a caregiver invitation

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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