Navigating the healthcare system can be stressful and confusing, especially for family caregivers supporting aging parents, children with complex medical needs, or family members with chronic or complex medical conditions. That’s where Primary Record comes in. We provide one secure, centralized place to collect and organize health records, making it easier to manage care and collaborate with trusted professionals. From nurse advocates to care coordinators and patient advocates, the experts featured here use Primary Record to streamline healthcare navigation, enhance communication, and deliver meaningful support when families need it most.
KayBee: Nurse-Led Care Coordination for Aging
Based in Indianapolis, KayBee provides nurse-led concierge services for adults over 65. Their membership model includes health tracking, appointment support, emergency planning, and a direct nurse line. With Primary Record, KayBee ensures families and care teams can see what’s changing, stay updated, and make decisions with confidence. Contact the Kaybee team for additional information.
Haven Healthcare Advocates: Nationwide Navigation and Billing Help
Haven Healthcare Advocates works with clients across the country. They provide medical appointment support, hospital coordination, and help with medical bills. By using Primary Record, their team helps families keep their records in one place, organized, accurate, and easy to share when needed. Their team offers a free consultation to help.
Avanti Health Consultants: Personalized, Private Health Guidance
Avanti Health Consultants acts as the Chief Operating Officer of your health. Their team brings over 30 years of experience to offer private health consulting and wellness coaching. They focus on lifting clients up with hope and clear plans. Using Primary Record helps them create one place where everything from test results to coaching notes lives, so families are always informed and supported. Schedule a call to learn more!
Dillman & Owen: Planning for Health, Legal, and Financial Needs
Dillman & Owen Estate & Elder Law focuses on Life Care Planning. They help families navigate the legal, medical, and financial realities of aging. Their team offers Medicaid support, estate planning, and care advocacy. By using Primary Record, they can keep care plans clear, centralized, and actionable.
Agleam Healthcare Consulting & Advocacy: Navigating the Medical and Financial Realities of Healthcare
The AGLEAM team, a group of seasoned clinicians, has a personal passion for helping individuals, families, caregivers, and employers navigate complex healthcare with clarity and confidence. Founded on compassion and expertise, their team bridges gaps in care, supports new diagnoses, and develops personalized strategies that make every healthcare journey easier to manage. Visitors can learn more, explore services, or book a complimentary discovery session to see how Agleam can support their specific needs.
Norbella Health Advocates: Individualized, Expert Advocacy
Norbella Health Advocates provides personalized healthcare advocacy, online or in-person in the Bay Area, to help individuals and families simplify complex medical decisions. Founded by patient advocate, Caroline Kim, BCPA. Their team supports clients with new diagnoses, chronic or rare conditions, insurance issues, and end-of-life planning, empowering them to communicate effectively with providers and access quality care. Visitors can learn more or schedule a consultation to get one-on-one guidance in navigating their next healthcare step.
Pediatric Patient Advocates: Compassionate Advocacy for Children & Families
Founded and led by Rebecca Lockard, BCPA, Pediatric Patient Advocates supports families navigating complex pediatric diagnoses, rare conditions, and fragmented healthcare systems. As both a mother and a master’s-level social work student, Rebecca brings a deeply personal and systems-aware approach to advocacy, helping families feel heard, prepared, and supported during some of the most stressful moments of their lives.
Pediatric Patient Advocates partners with families to prepare for medical appointments, coordinate across specialists, interpret medical information, and advocate effectively within hospitals, schools, and insurance systems. By using Primary Record, Rebecca helps families organize records, track evolving care plans, and clearly communicate their child’s health story, so nothing important gets lost when it matters most.
To connect with Pediatric Patient Advocates and get support navigating pediatric care, contact them through their online form.
Diversified Life Care Partners: The Experts in Aging
Diversified Life Care Partners is a team of Aging Life Care Professionals™ dedicated to helping older adults, individuals with chronic conditions, and their caregivers navigate every aspect of aging with confidence. They provide holistic, client-centered support that integrates medical, daily living, financial, and fiduciary needs, ensuring seamless coordination and peace of mind for families near or far. Visitors can schedule a free screening with Founder Ginger Jones to explore the best plan for your loved one’s evolving care journey.
A Calmer Journey: Clarity and Confidence in Aging & Disability Care
A Calmer Journey is led by Dr. Lauren Wolf, DSW, LCSW, a social worker with over 20 years of experience helping families navigate aging, disability, and complex care systems with confidence. Through expert assessments, education, and care planning, Dr. Wolf transforms overwhelm into clarity, connecting clients with trusted providers, resources, and supports that improve quality of life and communication. Visitors can reach her at info@acalmerjourney.com to start building a calmer, more coordinated care plan.
Want a DIY option with expert guidance?
If you’d rather take a more hands-on approach, the Family Aging Plan course from Jennifer Crowley’s Life Care Management Institute, partnered with Primary Record, offers a self-guided way to plan and organize care. It helps families avoid costly mistakes, prepare for changing health needs, and build a digital playbook they can share with family members and care teams. Learn more →
