Use the selector in the context bar
When you have access to more than one record, a dropdown appears next to the name at the top. Pick a person and the app switches to them. With only one record there is no dropdown — there'd be nothing to choose.
NaviaCAIR
For caregivers · Guide 2
Your caregiver workspace
Once you're helping someone, the thing to get straight is whose information you're looking at — and how to move between people without the last one following you around. That's what this guide is about.
Two pages, same word — don't mix them up
app.naviacair.com is the product — where you sign in and do the work. naviacair.com is the public website. Both happen to have a page called “caregiver”, and they are not the same thing:
- app.naviacair.com/caregiver — your caregiver workspace, inside the app, after signing in. This guide.
- naviacair.com/caregiver — a public marketing page about caregiving in NaviaCAIR. Nothing to sign in to.
If you've landed somewhere that asks you to “learn more” rather than showing you a calendar, you're on the website, not the app.
What the workspace is
The caregiver workspace is one page that gathers appointments, to-dos, notes and medications across everyone you help care for, so you don't have to open each person's record in turn to find out what's happening this week. Every item on it is labelled with whose record it belongs to.
Caregiver workspace
Appointments, to-dos, notes, and medications across everyone you help care for. Each item is labeled with whose record it belongs to.
Patients I help manage
All patients
Rosa Marisol Delgado adult child · caregiver
Tobias Quill friend · viewer ◎ summary
CalendarChecklistNotebookMedications
Tue Sep 9 · 10:30
Cardiology follow-up
Rosa Marisol Delgado
A schematic of the workspace with two synthetic patients. The context bar sits on top; the workspace itself spans everyone.
Two different controls decide what you see
This trips people up, so it's worth being precise. There are two, and they do different jobs:
- The selected patient, in the bar at the top. This governs the single-person views — the home dashboard, care events, the care plan, records and chat. Everything under it follows whoever is selected.
- The patient filter, the row of chips on the workspace page itself. This narrows the workspace's own lists. It starts on All patients, and it is separate from the selection above — changing the selected patient does not filter the workspace.
Reading the patient badge
Anywhere the app shows information from more than one person, each row carries a badge. It is the answer to “whose is this?”, and it is the same badge everywhere — calendar, checklist, notebook, medications.
| Part | What it means |
|---|---|
| Coloured initials | A shortcut for the person. Each patient keeps the same colour everywhere in the app, so rows become recognisable at a glance. |
| Name | The display name on that care record. |
| Relationship · access | How you're related and your access level — for example “adult child · caregiver”. Underscores become spaces; your own record reads “you”, and an owner's access level isn't repeated. |
| “summary” marker | Shown only when you don't have access to that person's original documents. It means you're seeing summaries rather than the source records. |
And the bar at the top
The context bar names whoever is currently selected. On your own record it simply reads “Your care record”. On someone else's it reads “You're viewing as {relationship} · {level} access” — a standing reminder that you're a guest in their record, at a level they chose.
Moving between the people you help
Everything person-specific is cleared
Switching doesn't just relabel the screen. The app deliberately throws away what it was holding for the previous person, so nothing of theirs can linger under someone else's name. That includes:
- Their records, summaries, care events and open items.
- Their care-plan and medication views, and any charts.
- The chat transcript — conversations are not carried across.
- Which care event you had open.
- Their care-team and sharing lists.
You'll see those areas re-load for the new person rather than flickering from one to the other. That pause is the point.
Where you land
Most pages simply swap their contents in place. The exception is when you're deep inside one care event — that page is about a specific event, and the new person doesn't have it. There the app steps out to Care Events and then puts you back in the equivalent section for the person you picked, so Care Plan stays Care Plan. If they have no care events yet, you stop at Care Events, which is the right place to start.
From the workspace, opening a row takes you into that person's record and selects them at the same time.
The selection sticks
Whoever you had selected is remembered next time you sign in. If your access to that person has since ended, the app quietly falls back — to your own record if you have one, otherwise to the first record you can still see. It never holds on to a record you no longer have.
Appointments
The calendar is the workspace's first tab. It shows upcoming appointments across everyone you help, each tagged with whose they are, and you can narrow it with the patient chips or by appointment type.
Add appointment
Patient — Rosa Marisol Delgado ▾
Title — e.g. Cardiology follow-up
Date · Time · Type ▾
Clinician · Location · Notes
Visibility — Shared with care team ▾
Every appointment belongs to exactly one person. The patient list here only offers people whose records you may add to.
A schematic of the add-appointment form and its fields.
| Action | Available when |
|---|---|
| See them | You have access to that person's record. Appointments someone marked private are not shown to anyone but their author. |
| Add one | You may add records for that person. If that's true for nobody you help, the “Add appointment” button isn't there at all. |
| Cancel or remove | You have delete permission for that person — which caregivers and guardians generally do not. If you don't, those buttons simply aren't shown. |
| Open the record | Always available from an appointment — it takes you into that person's record. |
A note on the two fields people ask about
Type is a fixed list — office visit, telehealth, lab work, imaging, therapy, procedure, or other. Visibility offers Shared with care team (the default — everyone with access to that record can see it) or Private — only you. Private means private: nobody else on the care team sees it, including the patient.
When nothing is scheduled you'll see “No upcoming appointments across your patients.” That's an empty calendar, not a permissions problem.
When something isn't there
A blank space in NaviaCAIR usually isn't a bug. Three different things can make information absent, and they look different.
Raw uploaded records are not visible with your current access level.
No upcoming appointments across your patients.
Left: a limited access level in place of an original document. Right: a genuinely empty calendar.
Telling them apart
- Your access level doesn't cover it. Advocates and viewers see summaries rather than original documents, and the badge carries a summary marker for that person. Where a document would be, you get a short line saying raw records aren't visible at your level.
- A control isn't offered. Buttons you can't use are hidden rather than greyed out, so a missing “Add” or “Remove” is the app telling you that action isn't yours for this person.
- The patient didn't share it. This is the important one: the person you're helping chooses what goes into their record and who sees it. Something you expected and can't find may simply not have been shared. That is their call to make, and asking them is the right next step — not support.
Access can also change while you're using the app. If someone adjusts or withdraws what they share, sections and actions appear or disappear to match, and a record you no longer have access to drops out of your list.
Whose record it is
“They see only what you share.”
— how NaviaCAIR describes caregiver access to patients
What that means from your side
- You are working inside someone else's record, at a level they chose and can change or withdraw at any time, without telling you first.
- Your access to one person tells you nothing about anyone else, and gives them no access to your own information.
- Notes and appointments you mark private are yours alone. Anything shared with the care team can be seen by everyone with access to that record — including the patient. Write accordingly.
- If something looks wrong in a person's record, the person to raise it with is usually them, not us.
If you help one person, or none yet
Helping exactly one person
There's no dropdown and nothing to switch — the context bar just names them and tells you your access level. The workspace still works, and its patient filter simply has one person in it. Nothing is missing.
No records yet
An account with nothing shared with it has no context bar and nothing to show. There are three real ways forward, and which apply depends on your account:
- Accept an invitation someone sent you — see Accepting an invitation.
- Ask someone for access to their record.
- Add someone you care for from the patient switcher, which creates a record you manage on their behalf. That person doesn't get their own login — the record lives under your account.
If you're on a patient account rather than a caregiver one, you'll be pointed to your sharing page to invite a caregiver instead — that's the same account-type distinction covered in Patient or caregiver.
How many people you can hold at once
An account can hold a limited number of care records, and your own record counts toward that limit if you have one. It isn't unlimited, and the exact number depends on the plan the account is on.
In practice this is why a patient-type account can fill up after a single invitation, while a caregiver account — which starts with no record of its own — has room. If you're turned away when accepting an invitation or adding someone, that limit is usually why; there's a recovery note in Accepting an invitation.
Where these live in the app
- app.naviacair.com/caregiver — the caregiver workspace.
- app.naviacair.com — the home dashboard for whoever is selected.
- app.naviacair.com/care-events — that person's care events.
- app.naviacair.com/sharing — who has access to your record, if you have one.
- app.naviacair.com/settings — your account, and the medical context for the selected record.
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