NaviaCAIR Your records
User guide · Section

Your records

Getting records into NaviaCAIR from wherever they already live, keeping them coming without you having to fetch them — and deciding who else gets to see them.

Patient portals

Connecting a patient portal — and what to do if it won't connect

Four steps to connect an Epic / MyChart or Oracle Health portal so your records come across on their own — including what to choose for “Add to care event” and “Privacy before AI analysis”, and how to read the import status while your record arrives in the background. Plus what each sign-in error means, why an “OAuth2 Error” page is about your health system rather than your password, and how to request a provider from inside the app.

Read the guide
Privacy

Sharing and caregiver privacy

The trust document: what each access level actually lets a caregiver see, how summaries differ from your original documents, which conversations stay private, why exports need two permissions at once — and, at its centre, how to remove someone and exactly what changes for them when you do.

Read the guide
Keeping current

Managing your medication list

Your records say what you were prescribed; only you know what you're actually taking. How to mark a medication as taking, stopped or tried, note how a medication went, fix a mistake — and what keeping it current changes for the CAIR Agent.

Read the guide

Adding a record by hand? Uploads, pasted text and visit recordings are covered in Add your first record, the first guide in Getting started.