Case Logbook docs

Using a new or lost phone

In short. Your cases live on our servers and your names, photos and earnings open with your backup password, so a new phone is just sign in, type the password, and turn on Face ID or fingerprint. A lost phone needs no rescue. Your data is scrambled on it and locked behind its screen lock.

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On this page

Fresh phone, same account

A new phone has nothing installed yet. Open my.caselogbook.com in Safari or Chrome, then:

  1. Sign in. Type your email and tap Email me a sign-in link. Open the email on this phone, tap Open Logbook, then tap Continue to sign in on the page that opens. If your passkey is saved to this phone too, type your email and tap Sign in with biometric instead. No link needed.
  2. Type your backup password. The app sees there is no vault on this phone and shows Restore name vault. Type the password and tap Restore from server.
  3. Turn on Face ID or fingerprint. When Restore complete appears, tap Enable Face ID / fingerprint and confirm. From then on this phone unlocks with your face or finger, and you go straight to your cases. Rather not now? Tap Go to case list instead. You can turn it on later in Settings → Security.
  4. Wait a couple of seconds. Your cases load and names appear as the list fills in.

Got “Open in your browser” instead? Some apps, such as Gmail, the Google app, Facebook and Instagram, open links inside themselves, where the app can’t keep your data. Tap Copy link, paste it into Safari or Chrome, and carry on from step 1. The link still works.

If you hadn’t finished setting up on your old phone, the button after Restore complete says Finish setting up and takes you through the rest. On a phone without Face ID or fingerprint, step 3 doesn’t appear.

Forgot your backup password on the new phone? If you set up a recovery phrase, tap Use your recovery phrase instead on the Restore name vault screen. That link appears when you finished setup on another phone and set up a recovery phrase.

That is the full restore. No file to copy from your old phone. Face ID or fingerprint belongs to each phone, so a new phone asks again even if your old one already had it.

Lost phone

Sign in on a replacement and type your backup password, exactly as above. The lost phone’s copy does not matter, because everything you need is on the servers and opens with your password.

Is a lost phone a risk?

What is on the phone is scrambled at rest and sits behind the phone’s screen lock. To read it someone would need to get past your screen lock, get past the browser’s data sandbox, and then also have your backup password or pull the key out of running memory. For an ordinary lost or stolen phone the risk is very low.

If you fear someone is targeting your data, sign out the lost phone from a device you still have: Settings → Security → Sign out all devices. You sign in again on the devices you keep. For the strongest option, a reset also cuts the lost phone off from the key. It is on the unlock screen, described in If you forget it, and it costs you everything your old key scrambled: patient names, MRNs, earnings, photos and X-rays.

Multiple devices at once

You can sign in on a phone and a laptop with the same account. Each device unlocks separately with your backup password. Changes made on one show on the other when you reload the case list. There is no instant push between devices yet, and no single list of all your devices.

To limit how many devices can be signed in at once, use Settings → Security → Max active sessions. See Your account.

A device showing old or blank patient names

An older device, or a long-dormant one, can hold an out-of-date key. It still unlocks but cannot read the names, so cases show blank or “Unnamed”. Nothing is lost: the names are safe on the servers under your current key, and the device just needs the current key.

  • The app usually catches it. It brings up the unlock screen explaining what has happened, with a one-tap fix.
  • Or fix it yourself. Go to Settings → Backup and tap Resync. Enter your backup password if asked. When it is done you see “Resynced ✓ — this device now reads every case.”

There is one Resync button. It works out what is out of step and fixes it. It treats the servers’ copy as the truth, deletes nothing, and never changes your backup password. Running it when nothing is wrong does nothing, so it is safe to tap if you are unsure. A case that stays unreadable after a reset shows Lost in reset; see Lost in reset.

Signing in on a borrowed device

Try not to. If you must:

  1. Sign in and do what you need.
  2. Tap Sign out of this device at the bottom of Settings.
  3. Clear the browser data on exit.

The app is meant to live on a device you own.

Forgot your backup password?

You are probably not locked out. The steps, in order, are in If you forget it.

Locked out and stuck?

You are never at a dead end. See Getting help.