# Invite a Patient or Caregiver to Join Braver
## Step-by-Step Guide
{% stepper %}
{% step %}
**Start by accessing the patient's file.**
Then click on the character icon at the top right of the file.
{% endstep %}
{% step %}
**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.
{% endstep %}
{% step %}
**You can now invite the patient. Click on *****Invite New Member***** under the *****Patient***** section.**
{% endstep %}
{% step %}
**Fill in the requested information.**
{% hint style="info" %}
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).
{% endhint %}
Once the form is completed, click on *Invite by Email*.
{% endstep %}
{% step %}
**Enter the email address of the patient (or caregiver).**
{% hint style="warning" %}
Make sure you do not make any typing errors!
{% endhint %}
Then select *Invite to Patient Team*.
{% endstep %}
{% step %}
**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.
{% endstep %}
{% step %}
**When they have joined Braver, the envelope will have disappeared and their avatar will be colored, as shown in the example below.**
{% endstep %}
{% endstepper %}
---
# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://support-en.braver.net/guides/for-healthcare-professionals/patient-caregiver-communication/invite-patient-or-caregiver-to-join-braver.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.