Prefill Patient or Caregiver Information

Note

If you aren’t ready to invite a patient but have all the information needed to fill out the invitation form, you can prefill the patient or caregiver information.

Step-by-Step

1. In the patient record, click the purple rectangle at the top right. The rectangle can show different symbols depending on where you are in the invitation process.

   

2. Click the plus sign with a person icon, to the right of the Patient option OR to the right of the Responsible person option, depending on who you want to invite.

   

3. Fill in the required fields.

   Caution

   Make sure that Patient OR Responsible person is checked under Team member, depending on who you want to invite.

   

4. Click Save.

   Caution

   Don’t turn on Invite now.

   

Note

• An envelope to the right of the invitee’s name indicates a pending invitation.
• Once they have joined Braver, the envelope is replaced by a blue check mark.
• If you fill out the invitee’s record without sending the invitation, a dotted envelope is shown.