Adding providers is one of the most important steps in onboarding to Citizen Health. A complete, up-to-date medical history helps AI Advocate give you the best possible answers and support.
Note: Citizen Health can request records on a patient’s behalf using US HIPAA rights to access medical records. Because of this, we can only send record requests for care received in the United States. If you received care outside the US, you can still use AI Advocate by uploading your medical records directly.
What to add
Hospitals and large health systems
If most of your care happened at one main hospital location (including labs, scans, and appointments in the same building), add that hospital’s name and address. We can usually retrieve everything from that location.
If you visited specialists at different addresses (even within the same health system), add each location separately. Different suites/buildings often keep records in different systems, and adding them individually improves completeness.
Individual doctors’ offices
Add the doctor’s name and location when possible.
If you can’t find a specific doctor in search, try adding the practice or facility name instead (for example, “Springfield Cardiology Associates” rather than “Dr. Lee”).
You can always add more later
Onboarding isn’t the only time you can request records. After you finish onboarding, you can:
Send new provider requests anytime from your account, and
Upload records yourself either to your account or directly in a conversation with AI Advocate
Timing note: Provider record requests can take up to 60 days to return, although most come back within 1–2 weeks. If you want AI Advocate to have immediate access to your records, uploading them yourself is usually the best option.
If this feels overwhelming
Start with the main facilities where you received most of your care. You can always add more providers later. If we notice gaps in your record history, our team may reach out to help you fill them in.