US healthcare guides

US healthcare guides for caregivers and enterprise teams

Source-grounded guidance for patients and caregivers using authorized health records, and enterprise teams evaluating healthcare workflow automation.

US healthcare guides

  • Caregiver access

    MyChart proxy access and a read-only Sahara record view.

  • Lab results

    Reference ranges, flags, trends, and care-team questions.

  • Discharge summary

    Medication changes, follow-ups, instructions, and warning signs.

  • Language support

    Professional interpreters, portal access, and trusted Spanish education.

  • Proxy access by system

    What 19 major US health systems require, quoted from each one.

  • Payment transition

    Fee-for-service to value-based care, and which workflows serve both.

  • AWV

    Evaluation checklist for Annual Wellness Visit outreach automation.

  • Transitions of care

    Controls checklist for post-discharge follow-up automation.

  • CCM

    Evaluation checklist for Chronic Care Management workflow automation.

Choose a patient and caregiver guide for record understanding, or an enterprise guide for the workflow you are assessing.

Sahara for patients and caregivers

Understand authorized health records with the source kept visible

Practical guidance for MyChart access, caregiver permissions, trusted general education, privacy, and patient-specific safety boundaries.

Explore Sahara

Sahara | Patient and caregiver guide

How to view a loved one's MyChart record with authorized caregiver access

Learn how MyChart proxy access works and how an authorized caregiver can view a loved one's record read-only in Sahara with MedlinePlus education.

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Sahara | Patient and caregiver guide

How to read a loved one's MyChart lab results

A calm caregiver guide to MyChart lab results, reference ranges, flags, trends, trusted explanations, and questions for the care team.

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Sahara | Patient and caregiver guide

How caregivers can understand a hospital discharge summary

A caregiver guide to discharge summaries, medication changes, follow-ups, warning signs, and questions for the hospital care team.

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Sahara | Patient and caregiver guide

Helping a Spanish-speaking parent understand a medical record

Help a Spanish-speaking parent use authorized portal access, professional interpreters, and trusted health information in Spanish.

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Sahara | Patient and caregiver guide

MyChart proxy access at 19 major US health systems

What 19 major US health systems require for MyChart proxy access, quoted from each organization's own page or form, including the routes that need paperwork.

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Sahara | Patient and caregiver guide

Your rights to your own health record in the US, and how to use them

What US federal rules let you ask for, how long a provider has, what a copy can cost, what to do when a record is withheld, and how to disconnect an app.

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Sahara | Patient and caregiver guide

How to find out which electronic health record your hospital uses

Four ways to identify the electronic health record behind your hospital's patient portal, including the public endpoint lists federal certification requires.

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Across the enterprise portfolio

Transition and operating guides

See how the individual workflows fit a wider payment and operating model change, and in what order an enterprise should build them.

Compare the enterprise agents

US healthcare | Enterprise transition guide

Moving from fee-for-service to value-based care: an enterprise workflow guide

How enterprises move from fee-for-service to value-based care: what changes operationally, and where AWV, transitions of care, and CCM workflows fit.

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Annual Wellness Visit workflows

Swasth enterprise evaluation guides

Review the intended operational job, current program context, authorized data, accountable human responsibility, test evidence, and visible limitations.

Explore Swasth AWV Agent

Swasth AWV Agent | Enterprise evaluation

AWV outreach automation: an enterprise evaluation checklist

Evaluate AWV outreach automation with a seven-part enterprise checklist: CMS alignment, authorized data, patient identification, human review, and testing.

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Transitions of care workflows

Setu enterprise evaluation guides

Review the intended operational job, current program context, authorized data, accountable human responsibility, test evidence, and visible limitations.

Explore Setu TOC Agent

Setu TOC Agent | Enterprise evaluation

Post-discharge follow-up automation: a TOC controls checklist

A transitions of care controls checklist: authorized discharge data, patient matching, accountable follow-up queues, communication rules, and human review.

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Chronic Care Management workflows

Saathi enterprise evaluation guides

Review the intended operational job, current program context, authorized data, accountable human responsibility, test evidence, and visible limitations.

Explore Saathi CCM Agent

Saathi CCM Agent | Enterprise evaluation

CCM workflow automation: an enterprise evaluation checklist

Evaluate Chronic Care Management workflow automation: authorized care-plan data, monthly work queues, human review, access controls, and testing.

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