CareTrove Help Center

Learn the app without learning everything at once.

Start with one useful care profile, or look up a specific tool when a care situation calls for it. The Help Center explains where features live, when to use them, what each plan includes, and what CareTrove intentionally does not do.

Start here

A useful setup can stay small.

You do not need every feature. These six steps create enough structure for the app to become useful, and you can stop or continue whenever the care situation requires.

Download Complete App Guide

Create one care profile

Enter the basics you know now. The profile becomes the shared foundation for every record and output.

Add an emergency contact

Start with one person who should be easy to find when practical context matters.

Add current medications and history

Use trusted sources and keep uncertain details marked for review.

Add the next appointment

Record the purpose, important questions, and any documents needed for the visit.

Add one important document

Choose the paper or file you are most likely to need again.

Preview Patient Summary

See how saved records become a focused output, then correct anything that needs attention.

Find your way

Seven destinations organize the app.

The main areas stay consistent even though iOS places the final three destinations inside More when space is limited.

Home: See setup guidance, quick actions, current priorities, upcoming care, tasks, changes, and important documents.
Timeline: Review dated activity from several record types in one newest-first chronology.
Records: Open core records, focused workflows, source review, paperwork tools, and the broader app toolkit.
Documents: Import, photograph, classify, preview, and track local care paperwork.
More, then Care Loops: Keep unresolved questions and follow-ups visible while you wait, check, and coordinate.
More, then Reports: Preview purpose-specific summaries and prepare selected text or paid PDF outputs.
More, then Settings: Manage plans, privacy, reminders, purchases, backup, exports, deletion, and app information.

Feature finder

Look up the tool you need.

Search by feature name or by ordinary language. Each result explains the purpose, location, first step, availability, and an important boundary without opening another page.

Search app help

27 topics

Everyday records

The records most people use to build a useful care profile.

Care ProfileHome, then the profile controlCore

Use it when: Use a care profile as the shared foundation for records, documents, tasks, and outputs about one person.
Start here: Create one profile with the basics you know now. Add more information only when it becomes useful.
Keep in mind: You do not need a complete profile before CareTrove becomes useful, and readiness is guidance rather than certification.

MedicationsRecords, then MedicationsFree limits / Pro unlimited

Use it when: Keep a caregiver-maintained list of current and past medications, changes, instructions, and questions for review.
Start here: Add details from a trusted label or list and mark uncertain information for review instead of guessing.
Keep in mind: CareTrove does not check interactions, choose a dose, or tell anyone to start or stop a medication.

Appointments and Visit PrepRecords, then AppointmentsFree limits / Pro unlimited

Use it when: Prepare the reason for a visit, questions, documents, medication context, reminders, outcomes, and follow-up work.
Start here: Add the appointment, write the most important questions, then open Prepare for Visit before the conversation.
Keep in mind: After the visit, save the outcome in your own words and create tasks or loops for anything still unresolved.

Notes and Quick CaptureHome or Records, then NotesCore

Use it when: Save an observation, instruction, question, family update, call note, or event that you may need later.
Start here: Use Quick Capture for a fast note, or open Notes when you need more context and organization.
Keep in mind: A note records information; it does not keep a required action open the way a task or care loop does.

Tasks and remindersRecords, then TasksCore

Use it when: Track a concrete action such as making a call, collecting a document, picking something up, or completing a form.
Start here: Name the action, add a due date when useful, and enable a local reminder if the timing matters.
Keep in mind: Reminder delivery depends on permission, a future date, and normal device notification behavior.

Care Team and emergency contactsRecords, then Care TeamCore

Use it when: Keep practical contact information for clinicians, pharmacies, insurance, services, relatives, and emergency contacts.
Start here: Add one emergency contact first, then add the people and organizations used most often.
Keep in mind: Contact records can support summaries and packets, but CareTrove does not contact them or coordinate care on your behalf.

Medical History, labs, and vitalsRecordsCore

Use it when: Organize user-entered history, allergy status, procedures, entered measurements, and dated lab or vital context.
Start here: Record only what you can support with an appropriate source, and keep uncertain details visible for confirmation.
Keep in mind: CareTrove can display saved values and trends but does not interpret their medical significance.

Focused workflows

Use these tools when ordinary records need a clearer working structure.

Care CasesRecords, then Care CasesFree limited / Pro unlimited

Use it when: Group several records around one concern, question, administrative issue, or goal and prepare a combined brief.
Start here: Create a case, describe the focus, then connect the records and sources that belong to it.
Keep in mind: A case organizes context; it does not determine a diagnosis, outcome, or recommended course of action.

Advocate ModeRecords, then Advocate ModeFree limited / Pro unlimited

Use it when: Prepare for and capture a conversation, appointment, meeting, or call where questions and next steps matter.
Start here: Choose the interaction type, state the goal, collect questions, and record the result and follow-up afterward.
Keep in mind: The resulting brief is built from saved information and should be reviewed before it is used or shared.

Transition GuardianRecords, then Transition GuardianFree limited / Pro unlimited

Use it when: Manage time-bound work after a discharge, emergency visit, procedure, medication change, test, or other care transition.
Start here: Record what changed, what needs confirmation, the next appointments, and who owns each follow-up.
Keep in mind: The plan keeps work visible but does not provide emergency guidance or decide which instructions are medically correct.

Referrals and RequestsRecords, then Referrals and RequestsCore

Use it when: Track a referral, authorization, records request, equipment request, or other process that can stall between organizations.
Start here: Save the organization, reference details, current status, next contact, and any due date or related document.
Keep in mind: Pair a referral with a task for the next action or a care loop when it must stay open while you wait.

Care PlansRecords, then Care PlansCore

Use it when: Keep a user-maintained view of goals, responsibilities, source notes, and related work around a care plan.
Start here: Capture the plan as you understand it and connect the original instructions or documents wherever possible.
Keep in mind: A CareTrove care plan is an organizational record and does not replace a plan issued by a qualified professional.

Insurance and administrative workRecords, then Insurance/AdminCore

Use it when: Keep reference numbers, organizations, contacts, forms, due dates, and notes for repeated administrative work.
Start here: Save the current issue and reference number, then use tasks, documents, or Advocate Mode for the next call.
Keep in mind: CareTrove organizes the work but does not predict coverage, approval, reimbursement, or legal outcomes.

Review and paperwork

Review-first tools preserve sources and keep possible information separate from accepted records.

Truth EngineRecords, then Truth EngineCore review / Pro outputs

Use it when: Review text, photos, scans, PDFs, possible facts, source locations, differing values, and correction-request drafts.
Start here: Add source material, inspect the possible facts, compare them with the original, and choose what remains unresolved or becomes current.
Keep in mind: Truth Engine preserves evidence and user decisions; it does not determine medical truth or verify a fact clinically.

Capture ReviewRecords, then Capture ReviewPlus intelligent capture

Use it when: Turn selected text or imported material into pending candidate records without silently changing current records.
Start here: Open a candidate, compare it with the source, then save it as a record or note, edit it, or reject it.
Keep in mind: Recognition is on-device and review-first; accepted information should still be checked against the original.

Source ReferencesRecords, then Source ReferencesCore

Use it when: Keep a link or description showing where a saved detail came from and what still needs confirmation.
Start here: Connect a document, note, imported item, or other source when the origin of a fact matters.
Keep in mind: A source reference improves traceability but does not prove that the source itself is current or correct.

Record Quality and Health IndexRecordsCore

Use it when: See which foundational categories exist, which records may need review, and where useful context is still missing.
Start here: Open the quality or index view, then choose one practical gap to address rather than trying to complete everything.
Keep in mind: These views are organizational guidance, not a score of health, safety, accuracy, or quality of care.

Document Inbox and Clinical Document IndexRecords or DocumentsCore

Use it when: Keep incoming paperwork visible and find document metadata, categories, dates, and important markers more quickly.
Start here: Import or record the document, classify it, then add any due date, review need, or related follow-up.
Keep in mind: A document record can remain even when its original local file is unavailable, so preserve important originals separately.

Audit Vault and Import Review QueueRecords or SettingsCore

Use it when: Review important changes, imported candidates, source decisions, and other recorded actions that need traceability.
Start here: Open the relevant queue, review the source and action, and resolve only what you can support.
Keep in mind: An audit entry records app activity and user decisions; it is not an official clinical audit or provider record.

Form AutopilotRecords, then Form AutopilotPlus

Use it when: Map reviewed CareTrove information onto detected form fields while keeping signatures, consent, and submission manual.
Start here: Import the form, review field locations, map reviewed values, resolve missing information, and inspect the final PDF.
Keep in mind: CareTrove does not sign, consent, attest, or submit forms, and every output requires a complete human review.

Ask My RecordsRecords, then Ask My RecordsPlus

Use it when: Search and summarize information already saved for the active profile, such as changes, medications, appointments, and open work.
Start here: Ask a question about your saved records, then open the identified record or source before relying on the answer.
Keep in mind: It does not search the internet, add external medical knowledge, diagnose, dose medication, or provide emergency guidance.

Reports, backup, and portability

Outputs are useful when they are reviewed and shared through an explicit user choice.

Reports and packet previewsMore, then ReportsCore preview / Pro PDF

Use it when: Assemble saved records into Patient Summary, emergency, visit, handoff, medication, document, trend, discharge, or administrative views.
Start here: Choose the purpose, review Packet Readiness, preview the result, and correct the underlying records before sharing.
Keep in mind: A packet can only reflect the records available in CareTrove and may be incomplete, outdated, or wrong.

Emergency QR CardRecords, then Emergency QR CardPlus

Use it when: Create a compact scannable representation of selected saved emergency information for user-controlled sharing.
Start here: Review the selected allergies, medications, contacts, and other details before refreshing or sharing the card.
Keep in mind: Anyone who can scan an unprotected code can read its embedded details, and it is not emergency guidance.

Intake PacketsRecords, then Intake PacketsPlus

Use it when: Prepare selected saved information for a repeated intake or administrative situation without rebuilding it from scratch.
Start here: Choose the packet type, review the included records, and confirm every field before exporting or sharing.
Keep in mind: An intake packet remains user-controlled output and is not automatically submitted to any organization.

Local data exportMore, then Settings, then Export Local DataPro

Use it when: Create a portable JSON export of supported CareTrove record data and metadata for personal retention or review.
Start here: Review the data counts, create the export, and store the file in a location you control.
Keep in mind: The export does not include every attached file byte, and the current app does not provide a user-facing JSON restore flow.

Health BundleMore, then Settings, then Export Health BundlePro

Use it when: Create structured, FHIR-inspired CareTrove JSON for portability and detailed review of records and provenance.
Start here: Generate the bundle from Settings, then review and store or share it only with an appropriate recipient.
Keep in mind: It is not certified FHIR, a hospital connection, a health information exchange, or an official medical record.

Private iCloud backup and restoreMore, then Settings, then iCloud BackupPlus

Use it when: Create an explicit private snapshot of supported record data and merge it back when restoration is needed.
Start here: Confirm iCloud status, choose Create Backup, and check the latest backup summary before depending on it.
Keep in mind: Attached document file bytes are excluded, restore is a merge, and ordinary local records still work without backup.

Choose the right tool

Similar tools handle different kinds of work.

When the app feels large, begin with the type of work in front of you rather than the full feature list.

Note: Use for information you want to remember: an observation, call, instruction, question, family update, or event.
Task: Use for one concrete action that someone must complete, with a due date or reminder when helpful.
Care Loop: Use when an issue must remain open through waiting, repeated checking, or several follow-up steps.
Care Case: Use when several records belong to one focused concern or goal and need a combined brief.
Advocate Mode: Use for a conversation, appointment, meeting, or call where goals, questions, results, and next steps matter.
Transition Guardian: Use for time-bound work after discharge, emergency care, a procedure, a medication change, testing, or another major transition.
Truth Engine: Use when source material, differing values, extracted facts, or forms need review and provenance before they become trusted organizational records.

Availability

The plan tells you how far each workflow can go.

Feature access can also depend on the current app version, App Store entitlement, device capability, permissions, iCloud status, and release configuration.

Access	What it generally supports	Important boundary
Free	Core records, previews, text sharing, and limited creation in capped areas.	Existing records remain visible and editable when a creation limit is reached.
Pro Lifetime	Unlimited local creation, PDF output, local JSON export, Health Bundle, and advanced review outputs.	Pro does not include Plus-only backup or intelligent capture.
Plus Annual	Pro benefits while active, private iCloud backup, intelligent capture, Ask My Records, QR, intake, discrepancy, and form tools.	Cloud and device-dependent features still require the relevant service or permission.
Family level	Plus benefits and permissioned family collaboration when enabled for the current release.	Use the collaboration controls visible in the current app as the source of truth.
Device or permission	Document scanning, photo selection, reminders, device lock, iCloud, and shared-cloud behavior.	Availability can vary even when the plan requirement is met.

Privacy and safety

Local-first, review-first, and user-controlled.

Ordinary CareTrove records stay local by default. Information leaves through explicit backup, export, or sharing actions, and some advanced workflows use on-device recognition before presenting possible information for review.

Compare important details with original documents and qualified professionals.
Reviewed means reviewed by the user, not verified by a clinician.
CareTrove does not diagnose, prescribe, triage, or provide emergency guidance.
Share only the selected information needed for the situation and recipient.

Troubleshooting

Common questions when something feels unclear.

Why do I need a care profile first?

Every saved item needs a person to belong to. The care profile is the shared foundation for records, documents, tasks, loops, and reports. You create it once rather than creating a separate person in every area. Start with the basics and add detail when it becomes useful.

Why does a medication say Needs Review?

One or more organizational details may be missing or unconfirmed. Compare the entry with a trusted label, list, document, pharmacist, or clinician as appropriate. The label does not mean CareTrove found a clinical error. Keep uncertainty visible instead of guessing.

Why did imported text not change my records?

CareTrove is review-first. Recognized information remains a candidate until you review, edit, accept, or reject it. This prevents imported text from silently replacing a current record. Important details should still be compared with the original source.

Why is my timeline empty?

Timeline is assembled from dated records already saved for the active profile. Add an appointment, note, medication change, document, task, loop, lab, vital, or administrative item. Confirm that you are viewing the intended care profile. The timeline does not invent events that have not been recorded.

Why is a packet incomplete?

A packet can only include records that exist and match its purpose. Review Packet Readiness and the underlying record categories for missing or stale information. Correct the source records, then preview the packet again. Readiness is guidance and does not certify completeness.

Why are attached files missing from backup?

The current private backup stores supported record data and document metadata. It does not include attached document file bytes. Preserve important originals in a separate location you control. Check the backup summary before relying on a snapshot.

Why did a reminder not appear?

A local reminder needs notification permission and a future date. Check the app's notification status and the device's notification or Focus settings. Confirm that the record or reminder was not edited or deleted. Normal system delivery behavior can also affect timing.

What should I do if a purchase is not recognized?

Open More, then Settings, and use Restore Purchases. Confirm that the device uses the Apple account associated with the original purchase. Pro Lifetime and annual subscriptions are separate products. Contact support if the expected access still does not appear after restoration.