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 #
- On a mobile device or computer, open a browser, and sign into Primary Record.
- Click Profiles > Choose the Medical Profile where you want to add a Care Team member.
- From navigation, select Health Records
- Click on Care Team
- Click Add a Care Team member.
- Choose the type of Care Team member.
- Type in the Care Team member’s information.
- 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 #
- On a mobile device or computer, open a browser, and sign into Primary Record.
- Click Profiles > Choose the Medical Profile where you want to add a Care Team member.
- From navigation, select Health Records
- Click on Care Team.
- Â Click the Care Team member whose information you want to edit.
- Edit the information.
- 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 #
- On a mobile device or computer, open a browser, and sign into Primary Record.
- Click on the Profile > Health Records > Care Team
- Click the Care Team member you want to duplicate to another profile
- Click Duplicate
- Select the drop-down menu Destination Medical Profile
- Select the Profile you want to duplicate the Care Team contact
- 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 #
- On a mobile device or computer, open a browser, and sign into Primary Record.
- Click Profiles > Choose the Medical Profile where you want to add a Care Team member.
- From navigation, select Health Records
- Click on Care Team.
- Click the Care Team member you want to delete.
- Click Delete > Save.