When you create a NaviaCAIR account, the first question is whether you're managing your own care or helping someone else with theirs. Here's what each account is for, how the two connect, and — most importantly — who stays in control of the medical record.
A patient account is built around your own medical record — everything in it is about you, and you decide who else may see it. A caregiver account holds no record of its own to start with: it's a workspace for helping other people, and it can only see what each patient has explicitly shared. The record always belongs to the patient — a caregiver works in it as a guest, at a level of access the patient chose and can change or withdraw at any time.
From their Sharing page, a patient sends an invitation to your email, choosing your access level and relationship as they do. You open the link, sign in — or create a caregiver account, with the type pre-selected for you — and their record appears in your patient switcher. Invitations expire after a while, so open them promptly; the patient can always send a fresh one.
From the patient's side, this is Share access & invite caregivers.
From your caregiver account, send an access request to the patient's email with the level you're asking for. They review it inside their own account and decide — they pick the final access level when they approve, and nothing about their record is visible to you until they do.
Patient accounts can't send these requests, only receive them: requests always flow toward the person who owns the record.
Your patients
Choose whose record to open.
Each person sees your access level and can change it at any time.
| Level | What it allows | Original documents |
|---|---|---|
| Caregiver | View, add records, chat and export — but not delete or manage access. | Yes |
| Guardian | Everything a caregiver can, plus managing who else has access. | Yes |
| Advocate | View the care summary and chat — no adding, exporting or opening raw records. | No |
| Viewer | Read-only view of the care summary — nothing else. | No |
“Original documents” is the important split: the limited levels see summaries the app has prepared, but never the uploaded files themselves — a discharge paper or lab report often contains more than a helper needs to know.
Every record in NaviaCAIR is one person's medical story, and the CAIR Agent trusts the record it's reading: a child's antibiotic allergy uploaded into a parent's record becomes, as far as the app can tell, the parent's allergy. So never add someone else's documents to your own record — not even to keep things in one place. If you help care for someone, they get a record of their own and you switch between records; medications, history and conversations never mix.