Getting Started Guide

Welcome to HealthLiteracyCopilot

Follow this step-by-step guide to get your organization up and running. From your welcome email to assessing, revising, and translating health content — we'll walk you through every step.

Your HealthLiteracyCopilot URLs

HealthLiteracyCopilot has two portals — the Client Portal for organization management and the User Portal for working with documents.

Basic / Standard / Pro Tiers

Client Portal

client.healthliteracycopilot.ai

User Portal

user.healthliteracycopilot.ai

Enterprise Tier

Enterprise organizations get a dedicated subdomain. For example, if your subdomain is hospitalabc:

Client Portal

hospitalabc.client.healthliteracycopilot.ai

User Portal

hospitalabc.user.healthliteracycopilot.ai

Who Does What?

Client Owner

The designated administrator for your organization.

Responsible for Steps 1–2: account setup, managing users and departments via the Client Portal.

All Team Members

Everyone who will work with documents.

Responsible for Steps 3–8: sign in to the User Portal, upload documents, and assess, revise, translate, and export content.

1

Getting Started

Account Setup

Once your organization is set up, the designated Client Owner will receive a welcome email with a temporary password and a link to the Client Portal (client.healthliteracycopilot.ai or <your-subdomain>.client.healthliteracycopilot.ai for Enterprise).

1a

Check Your Welcome Email

Look for a welcome email from support@healthcaregps.ai in your inbox. It contains your temporary password and a direct link to sign in to the Client Portal. Be sure to check your spam or junk folder if you don't see it.

HealthLiteracyCopilot welcome email with temporary password
1b

Sign In to the Client Portal

Click the link in your welcome email to open the Client Portal login page. Enter your email address and the temporary password provided.

Client Portal sign in page
1c

Change Your Temporary Password

On your first login, you'll be prompted to create a new secure password. Enter your temporary password and choose a new one.

Change temporary password form

Password Updated Successfully

Once your password is changed, click "Back to login" to sign in with your new credentials.

Password changed successfully confirmation
2

Client Portal

Manage Your Organization

The Client Portal is where you manage your organization's team. As the Client Owner, you can add departments, invite team members, and assign roles. You can always access it at client.healthliteracycopilot.ai (or your Enterprise subdomain URL).

2a

Organization Management Dashboard

After signing in, you'll land on the Organization Management page. Here you can see all users, create departments, and manage settings for your organization.

Organization Management dashboard showing users and departments
2b

Add Team Members

Click "Add User" to invite team members. Enter their email, name, role, and optionally assign them to a department. They'll receive their own welcome email and will follow the same sign-in and password change steps described in Step 1.

Create New Member form with email, name, role, and department fields

Switching to the User Portal

Now that your organization is set up in the Client Portal, it's time to switch to the User Portal — this is where all team members upload, assess, revise, and translate documents.

3

User Portal

The User Portal

The User Portal is where the real work happens. Access it at user.healthliteracycopilot.ai (or <your-subdomain>.user.healthliteracycopilot.ai for Enterprise).

3a

Sign In to the User Portal

Team members who were added by the Client Owner will receive their own welcome email. Use your credentials to sign in to the User Portal.

User Portal sign in page
3b

Explore Your Dashboard

Your dashboard gives you a complete overview of your activity, quick-start actions, subscription usage, and recent documents. Notice the "Getting Started" button at the top of the left sidebar — click it anytime for an in-app guided walkthrough.

HealthLiteracyCopilot User Dashboard with quick actions and statistics

Quick Actions

Upload documents, run assessments, create content, and start projects right from the dashboard.

Activity Tracking

See your assessed, revised, translated, and created document counts at a glance.

Subscription Usage

Monitor your remaining pages and translation credits for the current billing period.

4

Documents

Upload Your Documents

Navigate to the Documents page to upload your health content for assessment, revision, and translation. Drag and drop PDF files or click "browse" to select them.

4a

Documents Page

The Documents page shows all your uploaded files. Use the drag-and-drop zone or the "Upload Document" button to add new PDF files.

Documents page with upload area and empty document list

Document Uploaded Successfully

After uploading, your document appears in the list with details like file type, page count, and status. Click "Assess" to begin evaluating its health literacy.

Documents page showing uploaded PDF with Assess action available
5

Assess

Assess Your Content

Steps 5, 6, and 7 all happen on the same screen

When you open a document for processing, you'll see three tabs — Assess, Revise, and Translate — at the top of the page. You work through them left to right. No need to navigate elsewhere.

The assessment process evaluates your document against health literacy standards. You'll walk through three steps: Document Info, Assessment Standards, and Review & Launch.

5a

Step 1: Document Information

Provide details about your document — title, document type, purpose, and target audience. This context helps the AI generate more relevant and accurate assessments.

Assessment Launch - Document Information form with PDF preview
5b

Step 2: Assessment Standards

Choose your health literacy standard. N-PLAT (Numerical Plain Language Assessment Tool) evaluates design, legibility, and visual aids. PEMAT (Patient Education Materials Assessment Tool) focuses on understandability and actionability. Select the criteria relevant to your content.

Assessment Standards selection showing N-PLAT and PEMAT options with criteria
5c

Step 3: Review & Launch

Review your document details and selected standard, then click "Start Assessment" to begin the AI-powered evaluation.

Review and Launch page showing document summary and Start Assessment button

Assessment In Progress

The AI analyzes your document page by page. You'll see a progress bar — this typically takes a few minutes depending on document size. You can check back later if needed.

Assessment progress bar showing evaluation in progress
6

Revise

Revise Your Content

Once the assessment is complete, the Revise tab shows AI-generated suggestions to improve your content's readability and health literacy compliance. You'll see a side-by-side comparison of the original text and suggested revisions.

Revision In Progress

The AI generates plain-language revisions for each section of your document. This runs automatically after assessment.

Revision progress bar showing AI generating suggestions
6b

Review Suggested Revisions

View the Original Text alongside the Suggested Revised Text with detailed metrics (readability scores, word count, complexity). Each revision includes an Explanation of why changes were made. You can approve, edit, or request new suggestions for each section.

Revision results showing original vs revised text with readability metrics and explanations
7

Translate

Translate Your Content

The Translate tab lets you translate your approved revised text into multiple languages including Spanish, Chinese, Tagalog, Vietnamese, Arabic, and more. Each translation includes explanations of cultural and linguistic adaptations.

Translation In Progress

Select your target language and click "Translate". The AI translates your approved content while maintaining health literacy best practices for the target language.

Translation progress bar showing document being translated
7b

Review Translations

View the Approved English Text alongside the Translated Text. Each translation includes an explanation of linguistic choices, cultural adaptations, and terminology decisions. You can edit or suggest changes to any section.

Translation results showing English text alongside Spanish translation with explanations

Important: All translations must be validated by human translators before use. The AI translation is a starting point to accelerate the process.

8

Complete

Review & Export

Once your document has been assessed, revised, and translated, head back to the Documents page to see the completed results. Export your work in the format you need.

8a

View Completed Assessment

Your document now shows a COMPLETED status with a health literacy score. In this example, the document scored 84.8% against the N-PLAT standard.

Documents page showing completed assessment with 84.8% score
8b

Export Your Work

Click "Export" to download your results. Choose from multiple export options:

  • Assessment — Full assessment report with scores and criteria
  • Revised Version — Clean document with all approved changes
  • Original + Revision — Side-by-side comparison table
  • Translations — Translated content by language
Export Options panel showing Assessment, Revisions, and Translations export choices

Need Help?

Email Support

Reach out to our support team for any questions or issues.

support@healthcaregps.ai

In-App Help

Look for the green "Help" button at the bottom of every page in the User Portal.

In-App Guides

Each section of the User Portal has a dedicated guide button (e.g., "Documents Guide", "Assess Guide") in the top-right corner for context-specific help.

Ready to Get Started?

Transform your health communications with AI-powered assessment, revision, and translation.