NaviaCAIR
Your account · Step-by-step guide

Setting up your account

NaviaCAIR keeps your medical records, visit summaries and care questions in one private place. Setting up takes a few minutes — we email you a secure link, you tell us whether you're here for your own care or to help someone else, and we review and switch the account on. Then one last piece of setup — the Medical Context that tells CAIR who the patient is.

Where: app.naviacair.com You'll need: an email address you can open Time: about three minutes, plus our approval step

Before you start: this is a health app

Your account will hold real medical information — so setup includes a couple of steps most apps skip: consent statements that explain how your records are handled, and a short review by our team before the account is switched on. Both exist to protect what you'll be storing here.

1

Open the sign-in page and choose “Create account”

Go to app.naviacair.com and select Create account underneath the sign-in button.

Sign in

Access your NaviaCAIR account.

Email or username
you@example.com
Password
••••••••••••
Sign in
2

Enter your email

Type your email address and choose Continue. You'll see a “check your inbox” message either way — the next step happens in your email, so you can close this page.

Get started

Enter your email to create your NaviaCAIR account.

Email
you@example.com
Continue
3

Open the email and tap the link

It usually arrives within a minute or two — if you don't see it, check your spam or junk folder. The link proves the address is really yours, so there's no code to copy and nothing else to confirm. Open it on whichever device is easiest, including your phone.

NaviaCAIR — Finish creating your account

You asked to create a NaviaCAIR account with this email address.

This link is for you only. If you didn't ask for it, you can ignore this email — no account will be created.

4

Tell us who you are

The link opens the account form. The first choice matters most: are you here for your own care, or to help someone else? This sets your account type, which shapes what the app shows you from day one.

Read this before you choose

  • You cannot change it yourself later. Account type is set here, during registration. There is no setting for it in the app afterwards — changing it requires an administrator, which means contacting support and waiting.
  • It decides which workflows you get. The clearest example: asking a patient for access to their record is a helper feature. A patient account cannot send access requests — the panel isn't shown, and the server refuses the action. If you pick patient but you're really here to help someone else, that route is closed to you until support changes the type.
  • An invitation is the exception. Accepting an invitation works whatever your account type is — so if someone has already invited you, a wrong choice here is far less costly.

Create account

Which best describes you?

I'm managing my own care
I'm helping a family member or friend (caregiver)
I'm supporting patients as a care advocate
I'm a clinician

Came here from an invitation email? We'll pre-select caregiver for you — you can still change it.

All four options are real account types. In today's release the meaningful split is between the first one and the rest: patient is for managing your own care, and caregiver, advocate and clinician are all helper types, which is what unlocks the access-request flow. Helper accounts also start with no care record of their own, which leaves room for the records you'll be given.

Per-type differences beyond that — separate limits on how many people each type can manage — are not in force yet; pilot accounts are reviewed individually. So pick the one that describes you honestly, and don't agonise between caregiver, advocate and clinician.

Still unsure? Patient or caregiver — which account is which walks through the differences in full.

5

Add your name, choose a password, and review the consents

Because NaviaCAIR holds medical information, we ask you to read and agree to a short set of consent statements before the account is created. They cover how your records are stored, and how the CAIR Agent uses them to answer your questions. Each one needs its own tick — take the minute to read them; they're written to be readable.

Create account

Almost there.

First name
Alex
Last name
Rivera
Password
••••••••••••
I've read how NaviaCAIR stores and protects my health records…
I understand how the CAIR Agent uses my records to answer questions…
Create account
6

Wait for your activation email

New accounts are reviewed by our team before they're switched on — you'll see “pending administrator approval” after you submit. This is a deliberate safety step while NaviaCAIR is in its pilot phase, because accounts here hold real medical records. You'll get an email as soon as yours is activated; check spam if it seems slow to arrive.

Reviews are done by a person, usually within a day. Nothing is lost while you wait — everything you entered is saved.
7

Sign in and take your first step

Once activated, sign in at app.naviacair.com. What comes first depends on your account type.

Patients: start with one record — upload a visit summary or discharge paper, or connect your patient portal so records import on their own. Add your first record covers both. One rule worth knowing from day one: your record is your medical story. If you also look after someone else, their documents belong in a record of their own, never mixed into yours.

Caregivers, advocates and clinicians: connect to the person you're helping. There are two routes, and which one applies depends on whether they've already invited you:

  • They invited you — open the invitation and accept it. Accepting an invitation walks through it, including what to do when a link has expired.
  • Nobody has invited you — ask them, from the Sharing page inside the app. Requesting access to a patient covers what they see and what approval does. This is the route that needs a helper account type.

Either way, nothing about them is visible until they say yes. Once you are connected, Your caregiver workspace explains what you're looking at.

Signing in doesn't work? If the password is the problem, use Forgot password? on the sign-in page — Resetting your password covers that end to end. If the password is fine but the account still won't open, it is more likely still awaiting activation (step 6), or you're signing in with a different address than the one you registered. Those are different problems with different fixes.
8

Signing in from a new device

Today, signing in from a new phone or laptop works exactly like signing in from your usual one: your email address and your password, and nothing else. There is no extra code to fetch.

Planned — not available yet: emailed PIN for new devices

An additional check, where signing in from an unrecognised device asks for a short code sent to your email, has been built but is switched off. It is not part of how you sign in today, and there is no date for turning it on. If a page ever asks you for a code you weren't expecting, treat it as suspicious and see How to know this is really us below.

9

Fill in the Medical Context — it's how CAIR knows the patient

In Settings you'll find a tab called Patient Medical Context. It's a short clinical sketch — age, conditions, medications, allergies — and it does real work: the CAIR Agent reads it alongside the uploaded records every time it answers, so it can flag drug interactions, account for existing conditions, and skip advice that doesn't apply. A blank Medical Context means more generic answers; an accurate one means answers about this patient.

The important word is patient: these fields describe whoever the selected care record belongs to — not automatically you, the account holder. If you manage records for more than one person, pick the record at the top of the tab first, and fill in each person's context separately.

Patient Medical Context

Describes the selected patient — not necessarily you.

Care record
Emma Rivera ▾
Conditions
Asthma (diagnosed 2024)
Medications
Albuterol inhaler, as needed
Allergies
Amoxicillin — rash

Only the record's owner can edit these fields. Care-team members with access can view them.

Never combine two people's conditions or medications in one record — CAIR can't tell whose is whose. One record, one person, every time. Patient or caregiver explains why that line matters.

How to know this is really us

  • Account setup always happens at app.naviacair.com. Check the address bar before you type anything. If a link sends you anywhere else, don't use it.
  • We will never ask you for your password — not by email, not by phone, not by text.
  • Don't forward the sign-up email. While that link is valid, it can create an account under your email address.
  • If you get a sign-up email you didn't ask for, ignore it — nothing happens unless the link is used. Then let us know.

If something goes wrong

  • No email arrived? Check spam or junk, and make sure the address was typed correctly. During the pilot our emails are still new to inbox providers, so junk folders catch them more than usual.
  • The link asked you to start over? Sign-up links are single-use and time-limited. Enter your email again for a fresh one and open it straight away.
  • Picked the wrong account type? Write to us and we'll set it right — there's no self-service switch, on purpose: account type controls what an account can do with medical records.
  • Approval taking a while? Reviews are usually done within a day. If it's been longer, nudge us.
  • Still stuck? Get in touch and we'll sort it out with you.