Common Workflows

UPLOAD A DOCUMENT

Let Neela memorize the document first, and ask you a few questions to get started. 

1. Tap Vault in the navigation

2. Tap + and select Upload Document

3. Choose a category and add a label so it's easy to find later.

ADD MEDICATIONS

1. Tap Medications in the navigation

2. Take a picture of the medication, and let Neela do the work for you! OR Tap + and enter the medication name, dosage, frequency, and prescribing doctor

3. Repeat for each current medication. This becomes your go-to list for appointments and hospital visits, right at your fingertips.

ADD PROVIDERS

1. Tap Providers in the navigation menu

2. Tap + and enter each provider's name, specialty, practice and contact details

3. Link each provider to the care recipient so they appear on future appointments and records. 

SET UP CARE NETWORK ACCESS

1. Select the person you are caring for from your People list

2. Tap Manage Access on their profile

3. Select Add member and enter their name and email

4. Select permissions based on what information that individual can access. Choose "View Only" or "Full Access" for each section.

JUST ASK NEELA

"Mom has an appointment with Dr. Patel on Thursday. Can you help me prepare?"

Neela will:

• Pull the medications list
• Review recent notes for anything relevant to share
• Surface questions worth raising based on what's been logged
• Confirm appointment details and provider are up to date

OR, you can do it on your own

Step by step

1. Tap Medications and review the current list
2. Tap Notes and scroll recent entries for changes since the last visit
3. Add any questions to your Task list so nothing gets forgotten
4. Confirm the appointment in Calendar with the right provider linked

USE SCRIBE TO RECORD THE APPOINTMENT

Open Scribe before the appointment begins and tap record. When it's over, tap stop. Neela will generate a full summary of what was said so you can be fully present in the room instead of taking notes. 

Neela will

• Record the appointment
• Send you a summary that you can share with the care team

JUST ASK NEELA

"Update my mom's information based on today's appointment summary."

Neela will

• Update the medications list if anything changed
• Log a note capturing next steps and observations
• Add any follow-up appointments to the Calendar
• Create tasks for anything that needs to be actioned

or do it yourself

Step by step

1. Tap Medications and update anything that changed
2. Tap Notes and log a summary of what was discussed
3. Add follow-up appointments to Calendar
4. Tap Tasks and add any action items with due dates

JUST ASK NEELA

"Mom was just admitted to the hospital. What do I need to do right now?"

Neela will:

• Pull insurance info and emergency contacts from Vault immediately
• Surface the current medications list to share with hospital staff
• Help you log what the admitting doctor tells you
• Create a task list for immediate follow-ups

Step by step

1. Tap Vault and locate insurance card and emergency contacts
2. Tap Medications and screenshot or share the current list with hospital staff
3. Tap Notes and log what the admitting doctor tells you
4. Tap Tasks and add immediate follow-ups

ADDING SOMEONE TO YOUR CARE TEAM

Step by step

1. 1. Select the person you are caring for from your People list
2. 2. Tap Manage Access on their profile
3. 3. Select Add Member and enter their name and email
4. 4. Select permissions based on what information the individual can access.  

SHARING CARE INFO WITH A FAMILY MEMBER

JUST ASK NEELA:

"Put together a summary of where things stand with dad's care so I can share it with my brother."

Neela will:

• Generate a care summary covering medications, recent appointments, and key contacts

or do it yourself

Step by step:

1. Tap Chat and ask Neela to summarize the current care situation
2. Share the summary directly or use it as a briefing when you speak
3. Tap People to invite them to the care circle if they need ongoing access
4. Set their access level so they can see what they need