Manage your Care Team

1 min read

Updated on April 23, 2025

To help organize who manages care for the Medical Profile, you can set up a Care Team. The team can include the following people:

  • Support: Transportation, adult or child daycare, legal or financial planner, dog sitter
  • Insurance: Case manager
  • Providers: Doctors, nurse practitioners, clinics or hospitals, school nurses, mental health practitioners, occupational or physical therapists

Add a Care Team member #

  1. On a mobile device or computer, open a browser, and sign into Primary Record
  2. Click Profiles > Choose the Medical Profile where you want to add a Care Team member.
  3. From navigation, select Health Records
  4. Click on Care Team
  5. Click Add a Care Team member.
  6. Choose the type of Care Team member.
  7. Type in the Care Team member’s information.
  8. Click Save.

Tip: From an existing Care Team member, you can click Duplicate if you want to copy over some information but need to change other parts of it for another profile.

Edit a Care Team member #

  1. On a mobile device or computer, open a browser, and sign into Primary Record
  2. Click Profiles > Choose the Medical Profile where you want to add a Care Team member.
  3. From navigation, select Health Records
  4. Click on Care Team.
  5.  Click the Care Team member whose information you want to edit.
  6.  Edit the information.
  7. Click Save.

Tip: From an existing Care Team member, you can add a related member, like if there were 2 specialists who were supporting from the same medical group.  

Duplicate a Care Team member to another Profile #

  1. On a mobile device or computer, open a browser, and sign into Primary Record
  2. Click on the Profile > Health Records > Care Team
  3. Click the Care Team member you want to duplicate to another profile
  4. Click Duplicate
  5. Select the drop-down menu Destination Medical Profile
  6. Select the Profile you want to duplicate the Care Team contact
  7. Click Duplicate Care Team member to add to this profile

Tip: From an existing Care Team member, you can add a related member, like if there were 2 specialists who were supporting from the same medical grou

Delete a Care Team member #

  1. On a mobile device or computer, open a browser, and sign into Primary Record
  2. Click Profiles > Choose the Medical Profile where you want to add a Care Team member.
  3. From navigation, select Health Records
  4. Click on Care Team.
  5. Click the Care Team member you want to delete.
  6. Click Delete > Save.

💡 We’re committed to customer success and simplifying medical information for individuals, families, and agencies that support them. If you don’t find what you are looking for, please let us know at support@primaryrecord.com or (317) 210-0644.