A pre-visit care loop: set goals for your patient, send them automatically, and see their progress before they walk in — so appointment time goes to care, not catch-up.
The Case Manager lets you build a short, personalized plan for each patient between visits. The patient gets it by email and in their own portal, logs their progress (hydration, stretches, symptoms, goals), and that progress flows back to you — so you arrive at the appointment already knowing how they did.
Three pages do three jobs. Knowing which is which removes all the guesswork.
| Screen | Who uses it | What it's for |
|---|---|---|
| Provider Setup provider-admin.html | Admin | Register a practitioner, set their clinic name / logo / patient welcome message, and link patients to them. |
| Case Manager provider-case.html | Practitioner | Pick a patient, build the pre-visit plan (goals + note), send it, and review what the patient logged. |
| Pre-Visit Check-in pre-visit.html | Patient | The patient signs in, sees your plan + welcome, and logs progress before the visit. |
For an existing practitioner and an existing patient, this is the whole loop.
Sign in as the practitioner, or use ▶ Open Case Manager from the admin list. Your patients appear on the left.
Choose from the existing-patients dropdown (or the 👤 chips). The plan area loads underneath.
Click ➕ New visit (or an existing one). This reveals the plan form — the area is intentionally empty until a visit exists.
Set the appointment date, add goals (type · label · target — or one-click from 💡 Suggested goals), and write a Note to patient. Add private clinical notes the patient never sees if you wish.
Click 💾 Save & send to patient. The patient is emailed a branded summary with your note + the goal list + the appointment, and the plan is saved. Want to preview first? Use the DEV TEST field to email yourself a copy without notifying the patient.
As the patient logs progress, it appears in the "What [patient] logged this visit" panel. You walk in already knowing how they did.
The concrete things the patient works on: nutrition, a goal, a symptom log, exercises, stretches, posture, sleep, supplements, activity. Each has a label and an optional target (e.g. "Hydration · 64oz/day").
An evidence-based library you can browse or search and add in one click — so you're not typing common goals from scratch.
A short message included at the top of the patient's email and portal — set the tone or highlight a focus ("Focus on hydration and the neck stretches before we meet").
Clinical observations only you ever see. Never emailed, never shown to the patient.
A standing greeting (set in Provider Setup) shown on the patient's Pre-Visit page with your clinic name and logo — your branding, every visit.
Optional cadence (e.g. 1× or 2× per week for 10 weeks) to frame the plan's rhythm.
Tap the avatar for evidence-based goal ideas or to answer clinical/evidence questions while you plan. Educational only.
Email the current plan to any address to preview the patient's email — without saving or notifying the real patient.
The patient receives an email with your clinic header, your note, their goal checklist, and the next visit date, plus a button to open their plan. In the Pre-Visit Check-in portal they log each item, build a streak, and (optionally) chat with their own AI health coach. Everything they log returns to your Case Manager.
| Open my Case Manager | Sign in with your provider email, or admin uses ▶ Open Case Manager. |
| Add a patient | ➕ Invite a patient in the Case Manager, or link in Provider Setup. |
| Set goals | Pick patient → ➕ New visit → add assignments. |
| Message the patient | Write the Note to patient → 💾 Save & send to patient. |
| Preview the email | Type an address in DEV TEST → 📧 Send test. |
| See patient progress | The "What [patient] logged this visit" panel updates as they check in. |