Invite a Patient or Caregiver to Join Braver

Step-by-Step Guide

1

Start by accessing the patient's file.

Then click on the character icon at the top right of the file.

2

At this point, you must activate the presence of the patient, responsible persons (caregivers), or observers.

In the example below, the presence of the patient is activated.

3

You can now invite the patient. Click on Invite New Member under the Patient section.

4

Fill in the requested information.

You will then have the choice between Generate a Secret Code for the Guest (requires no additional action from you) or send a security question and answer (you must then provide a question and answer, similar to a bank transfer).

Once the form is completed, click on Invite by Email.

5

Enter the email address of the patient (or caregiver).

Make sure you do not make any typing errors!

Then select Invite to Patient Team.

6

There is an envelope next to the patient's name and the dot in front of the name is grayed out, which indicates that they have not yet accepted the invitation.

Repeat the same actions if you want to invite other responsible persons or observers to the patient's file.

7

When they have joined Braver, the envelope will have disappeared and their avatar will be colored, as shown in the example below.