NaviaCAIR Getting started
User guide · Section

Getting started

The whole tour in six short guides. Read them in order and you'll have gone from a folder of paper to a care plan you can share.

Step 1

Add your first record

Five minutes from a folder of paper to a health record you and your care team can actually use. The four ways a record can arrive, what enhanced scanning is for, and the privacy review that happens before anything reaches the AI.

Read the guide
Step 2

Review care details & generate your CAIR Analysis

Turn a pile of records into one clear picture. How the CAIR Agent reads every record in a care event together, where the trends and flagged results live, and how to correct a timeline or a medication list that isn’t quite right.

Read the guide
Step 3

Ask the CAIR Agent

A conversation partner that has actually read the chart. Ask in your own words, tap a citation to open the source document, and highlight anything anywhere to ask about it — plus what the agent will and won’t do.

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Step 4

Review the Care Plan

The care event, distilled to what happens next: where things stand in plain language, specific questions worth asking at the next appointment, and follow-ups you can track through to resolved.

Read the guide
Step 5

Export the Care Plan

Hand the whole picture to anyone who needs it — a printable report covering summary, timeline, medications and open follow-ups, or a read-only link that needs no account and expires after 30 days.

Read the guide
Step 6

Share access & invite caregivers

Bring in the people who help, with exactly the level of access each one should have. Invitations by email, what caregiver, guardian, advocate and viewer each reach — and how to revoke access the moment you want to.

Read the guide

Bringing records in from a portal? That has a guide of its own in Your records — it covers what to choose on the connect screen and what each sign-in error actually means.