01.1Case tracking, start to finish
Every patient situation is logged as a case — who they are, their doctor, hospital and preferred language, and what kind of help they need. A case can be a full HLC case, with the medical and spiritual detail that entails, or a simpler PVG Case for tracking visits only. Cases move through a clear lifecycle: open, put on hold while a decision is pending without cluttering the active list, and eventually closed.
01.2A case at a glance
Opening a case leads with a summary card — status and urgency, when it started, the patient, the facility and room, who carries it on the HLC side and who is visiting, the doctor, and when it last changed — so most questions are answered without scrolling. One row of buttons above it does what comes next: edit, transfer, put on hold, close, or send a doctor’s details. The history of facilities and assignments sits directly beneath, a bar of section names stays at the top as you scroll, and fields with nothing in them stay out of the way until asked for. The case list filters by status, type, zone, facility, congregation or HLC member in a tap or two.
01.3Assigning who is responsible
Every case gets a primary and, optionally, a secondary HLC member responsible for it, and records which facility the patient is at — required for every case except one still at home, where there is nowhere yet to route visits to. Cases are routed to the right visitation team based on that facility, and every member sees their own workload on their home screen.
01.4Visit logging for PVG members
Once a case is routed to a hospital, the assigned PVG members — up to two on a case at once — log their visits and see the visit history, along with the patient details needed to make the visit — name, age, language, congregation and where to find them. Notes are required to log a visit: a record that says only that somebody went tells the next volunteer nothing. The moment a visit is logged the responsible HLC member is notified. If 48 hours pass with no visit logged at all, a reminder goes out and repeats daily until one is. A visit that cannot be saved says so rather than appearing to save. The Active Visits list only ever shows visits currently in progress; when visits end at a facility the case drops off it quietly, and its full history stays on the case. Volunteers are put on a case by HLC or by the coordinator responsible for that facility — and a volunteer who sees a case with an open place can put themselves on it in one tap, which tells the coordinators and the HLC members carrying it.
01.5Reaching anyone attached to the case
A case carries a lot of phone numbers, in one contacts panel split into two groups: the patient's own circle and the place they are in — the patient, the caller, the elder, both healthcare agents, the facility and room — and separately the committee people working it, which includes the assigned HLC members, every PVG volunteer on it, and the coordinators who cover whichever facility the patient is at right now. Each is labeled with who it belongs to, with a call and a text button beside it. Visiting volunteers get the same two groups on the visit screen, with the patient's circle necessarily thinner: the caller, the elder and the healthcare agents are not theirs to read. Members are listed by name, so you pick a person rather than a number. The same buttons are on every card in the member directory. Tapping one hands the number to the phone's own dialer or messaging app: nothing is routed through the service, nothing is billed, and it works with no signal.
01.6Your own notes stay yours
Medical updates on a case are attributed to whoever wrote them, and only that person can change or remove what they wrote — an administrator can as a correction backstop, and every edit and deletion is recorded. Nobody quietly rewrites somebody else's account of a patient's situation.
01.7Flagging a case nobody has verified yet
Sometimes a case has to exist before anyone has spoken to the patient — a hospital chaplain mentions a Witness patient in their facility, and nothing has confirmed yet that the committee should be involved. Whoever creates the case switches on a flag, and a plain warning follows it onto the visit screen and the visit list, so the volunteer walking in knows to check first. It warns rather than blocks: stopping the visit from being recorded would only mean it happened and went unrecorded. Anyone who can see the visit clears it once contact has been made.
01.8Making sure the local elders know
A volunteer creating a case often knows something HLC does not: that the patient's own congregation elders have not been told about the hospital stay. One box on the form says so. The PVG Coordinator and the zone's HLC members are told, and the case stays flagged — on its page and on the home dashboard — until an HLC member marks the elders as informed.
01.9When volunteers need HLC to decide
Volunteers are usually the first to know the visits are over — the patient went home, moved away, passed away or declined visits — but closing a case is HLC's decision. So on any case they visit, a volunteer uses Request Close and says which it was, and when. It goes straight to the HLC members on the case, or with none assigned, to the PVG Coordinator and the zone's HLC members, and repeats daily until someone closes the case, ends the visits only, or dismisses the request with a reason. Whatever the answer, the volunteer who asked sees it. On a PVG Case they can also ask for it to be promoted to a full HLC case. Either request shows on the visit page, as a badge on the case list and as its own count on the HLC dashboard, so a case waiting on a decision is never only in one person's inbox.
01.10Facility transfers, always tracked
If a patient moves, a coordinator uses a dedicated transfer step — the new facility, whether the same doctor is continuing care, and any notes — rather than editing the old details in place. Every transfer is permanently recorded, so a case's full facility history, and every change in who is responsible for it, stays visible as one combined timeline. Volunteers are often the first to know a patient is moving, so they can report one — either already happened, or expected on a given date, which stays silent until the day before — and it repeats daily until somebody confirms or withdraws it.
01.11The hlc-7, filled in for you or read back in
A case generates a ready-to-send, filled-in copy of the official hlc-7 Medical Emergency Worksheet in one click, with nothing retyped onto a paper form by hand. The reverse works too: an hlc-7 received from another committee is uploaded, its fields matched against a new case automatically, and anything uncertain flagged for a person to confirm before the case is created. A flattened form is read as well as a fillable one — including one produced by a different committee's software, which labels and arranges the same fields its own way.
01.12A dashboard that knows what you do
The home screen opens with a dashboard built from the member's own role. An HLC member sees the committee's whole position, the same figures narrowed to their zone, and their own assigned cases — including two separate counts for the two different gaps: a case with no HLC member carrying it, and a case where visits have started with no PVG volunteer on it. A PVG member sees their facility, what is assigned to them, what needs a visit, and what they have logged this month. Every figure is a link to exactly the records behind it, not to a list that has to be filtered again, and one tap shows a line under each figure saying exactly what it counts. It stays collapsed until it is wanted, showing only a headline and a count of whatever needs attention.
01.13Find anything from home
One box at the top of the home screen searches cases, members, doctors, facilities and congregations at once, and each result opens where its own list shows it. A volunteer's home screen also lists the patients they are visiting — facility, room, language and their own last visit — with Log a Visit on each card, and a short Get Set Up checklist walks every new member through the few things worth doing once.
01.14Today, at a glance
At the top of the home screen, one card answers what the day holds, with the dashboard along its bottom edge: the events on it, any task due or overdue, and for a visiting volunteer how many patients are still waiting on a visit from them. Turn it over and it shows tomorrow. On a quiet day it says so, and names the next thing coming up.
01.15Works without a signal
Hospitals are where coverage dies, so the app is built to work offline. A volunteer with no signal can still open a case, log a visit or add notes; everything saves on the device and syncs the moment a connection comes back. A small marble beside each list shows whether everything is synced, still connecting, or waiting on a connection, and a short notice confirms each save.
01.16Careful handling when a case closes
Closing a case is a decision, not a status change. The committee chooses to archive it — identifying details removed automatically, with the free-text notes held for a person to read and edit before the redaction is finalized — or to delete it outright, which keeps a 30-day window in which it can still be recovered. Both are press-and-hold, so neither happens by a stray tap. Either way the case is then locked: nobody edits it, logs a visit to it or rewrites its updates, the volunteers assigned to it are released, and the HLC members carrying it are told who closed it and how. A deleted case also leaves members’ phones at their next sync rather than lingering there.
hlc-gCh. 9 §11 — reducing a closed record to non-identifying detail rather than discarding its training value