For anyone helping someone else manage their care — a parent, a partner, a friend, or a client.
These guides are for people who help manage or support another person's care. They all start from the same place: the patient decides. Having a caregiver account doesn't put anyone else's records in front of you — a patient chooses what to share, and with whom, and can change that later.
From the invitation email to the moment you can see what was shared — including which account type to pick before you sign up, what each access level allows, what a limited level sees instead of the original documents, and what to do when a link has expired or won't open.
Read the guideWhose information you're looking at and how the app decides — the patient badge, moving between the people you help and what gets cleared when you do, appointments and who can change them, and why something you expected might simply not have been shared.
Read the guideWhat to do when the person you're helping hasn't invited you yet — how to ask, why only helper accounts can, what they see when they decide, and why a pending or declined request grants you nothing.
Read the guideSetting up an account first? Patient or caregiver — which account is which covers choosing between the two at sign-up. For the patient's side of sharing, see Share access & invite caregivers.