CarePilot

Your guide to logging into your CarePilot account on the web app, mobile app, and chrome extension!

Logging into CarePilot

Your complete step-by-step guide to setting up, learning, and mastering CarePilot, from first login through full documentation optimization.

CarePilot + Athena: Onboarding Guide

Your complete step-by-step guide to setting up, learning, and mastering CarePilot — from first login through full documentation optimization.

Getting started with CarePilot's Standalone Solution

The CarePilot Chrome extension makes it easy to record and manage Telehealth visits directly from your browser. Follow the steps below to install and use it.

Getting started with CarePilot's Chrome Extension

Using the CarePilot Chrome Extension for Telehealth Visits

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Everything you need to know to be set up for success using CarePilot.

Getting Started

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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