Casebook Support

Casebook is a personal dental treatment tracker for dentists and dental students on iPhone, iPad, and Mac. It does not replace dental notes, the official patient record, or practice management software.

Languages

The bundled interface supports English, Spanish, French, German, Italian, Brazilian Portuguese, Simplified Chinese, Traditional Chinese, Japanese, Korean, Hindi, Arabic, Indonesian, Turkish, and Vietnamese. Russian is not bundled. Substantial clinical and technical passages, including safety and privacy guidance, intentionally remain in English while their translations await semantic review. Clinical workflows are not fully translated. English is the primary language and other translations may be inaccurate; this notice also appears in Settings → Language and translations. The app follows your system’s preferred supported language or the standard per-app language setting, then falls back to English when no supported preference is available. Relaunch after changing the language. Brazilian Portuguese uses pt-BR; Traditional and Simplified Chinese have separate resources.

Translations are included with the app and work offline. There is no translation account, translation permission, model download, or runtime translation service. Changing the interface language does not translate patient-entered text, saved names, custom labels, or imported records. Arabic uses the system’s right-to-left layout. Technical identifiers, file formats, units, and stored data contracts retain their original meanings.

When reporting a language or layout problem, include the app version, platform, interface language, text size, and the exact label or view. Use fictional data in screenshots. Spoken Siri availability and recognition depend on Apple’s supported languages and device settings.

Contact

Email Sansar Gupta at sansargupta10@gmail.com.

In Settings → Report a Bug or Request a Feature, choose Bug Report, Crash Report, or Feature Request and describe what happened. Crash reports describe a previous unexpected closure; Casebook does not detect crashes or collect crash logs. The form shows the app name, version, build, operating system, and platform that will be included. Open Email prepares a draft for you to review and send. No report is sent automatically, and records, identifiers, photos, files, or logs are not attached. If an email app cannot open or the report is too long for an email link, use Copy Report and Copy Email Address with your preferred email service.

Include your Casebook version and build number, device model, operating-system version, the steps that led to the problem, and the error message. Do not send patient names, chart numbers, identifiable case photos, clinical records, or screenshots containing patient information. Reproduce problems with an alias or the fictional examples whenever possible. Public GitHub issues are visible to other people when a repository is public.

Opening your casebook

Use the device authentication prompt to unlock Casebook. If authentication is unavailable, unlock the device and check that a device credential is configured. Canceling authentication leaves the app locked. Restarting the app does not bypass authentication. Release builds ignore developer demo arguments.

If saved cases cannot be opened, the app keeps the existing saved file. Retry after unlocking the device. Do not erase the app's storage or Keychain entries to troubleshoot: the device-only key is needed to read the local casebook. The developer cannot recover a missing encryption key or your archive passphrase.

On Mac, closing the main window leaves Casebook running. Choose Window → Show Casebook or press Command-0 to open it again.

Finding cases without an appointment

Your cases → Unplanned shows open cases in progress, healing or maintenance, plus open cases with a recorded start date on or before today, when no appointment is recorded on that case. A patient-level appointment, task deadline or milestone date does not schedule an individual case. Past case appointments remain visible for review until updated or removed.

Search, templates, and Siri

Use Search all Casebook above a workspace or treatment screen, or Command-F on Mac. It searches the unlocked local workspace, templates, guides, and app destinations. Recently Deleted is excluded. Closing search returns to the original screen. Results refresh after saved edits; locking clears the query and results.

In patient and treatment lists, combine a name or reference with words from recorded details to narrow the results. Every word must match; capitalization and accents do not matter. A patient-list match can use words from different treatments belonging to that patient. A treatment match uses that treatment's details and its patient's name/reference.

Find a template accepts common abbreviations such as RCT, SRP, and FMR. Choose a result explicitly. Changing the search or category keeps your selected template; choose Use a custom procedure to remove that selection.

Siri and Spotlight expose only the public app guide and generic navigation destinations. They cannot find or read patient information. A navigation request waits until the current detail or editor is closed. Settings → Siri & Search controls public guide indexing and onscreen context.

Backups and recovery

Use Backup & CSV → Archive or restore records and photos for a complete passphrase-protected .casebook backup. Store the passphrase separately. Keep the app open while preparing large archives. On another device, choose the archive, enter its passphrase, review conflicts, and import. Existing records are kept when patient, reference, or nested record IDs conflict.

While archive preparation or restoration is running, Cancel stays available in the toolbar. Wait for preparation or staged-photo cleanup to finish before trying again. A canceled restore keeps the prior saved workspace. Enter the passphrase again when restarting preparation. Closing or locking Backup & CSV also stops its pending CSV work.

Use Settings → Recently Deleted to restore a deleted patient. Records do not expire automatically. Permanent deletion also attempts to remove associated encrypted photos; existing exports and shared copies must be removed separately.

CSV backups are unencrypted and exclude photographs and Recently Deleted. Analysis exports may contain identifying free text even when name/reference fields are omitted. Use the encrypted archive for full recovery.

Photos

Choose Choose from Photos to select existing images from your photo library, or Choose files to import image files. Casebook imports only the images you select. The system photo picker does not require full photo-library access. Imports are limited to 25 MB per original, 50 million pixels, and 30 photos or 250 MB of prepared images per batch. Save one batch before adding more. Source filenames and embedded metadata are removed from imported reference copies, but visible image content may still identify a person.

Saving an image to Photos requires add-only Photos permission. You can also use Share Image to choose a destination. Exported copies leave Casebook's encrypted storage and follow the destination's backup and synchronization settings.

If the app locks or saved images are deleted or replaced while an export is preparing or waiting for Photos permission, Casebook cancels the pending export. Unlock if needed, reopen the current saved image, and choose Share Image or Save Image again. If Photos access is denied, allow Casebook to add images in system Settings or use Share Image to save to Files.

Reminders

Enable local reminders in Settings and permit notifications in system settings. Task reminders use 9 AM on the due date; appointment reminders use 30 minutes before the recorded time. Casebook schedules the next 60 future reminders when you open or save. Alerts contain generic counts; examples, completed tasks, and closed treatments do not create treatment reminders.

Examples and outcomes

Settings can load 20 fictional evaluation patients. Loading a fresh log replaces both active and recently deleted examples and their photos, after confirmation. Personal patients and templates are kept. Restore missing examples preserves edited examples and skips references already in use.

Outcomes summarize your entered observations. Unreviewed records do not count as successful. Tap a statistic to see the records counted under the current filters; Recorded success separates the successful numerator from the other assessed records in its denominator. A success percentage is not a survival estimate or a comparison of treatment effectiveness.

Privacy

Read Settings → Privacy → Privacy Policy for the complete bundled policy, or the published policy associated with this support page. Patient data stays on your device unless you explicitly export or share it. There are no developer-operated patient accounts, analytics services, or automatic cloud synchronization.