Partners in Care: Meet the Advocates Using Primary Record with Families

The six logos of healthcare advocates using Primary Record as a platform to help families.

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.

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.

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.

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.

Pediatric Care Advisors: Making Complex Pediatric Care Simpler

Led by Dr. Ashley Moss, Pediatric Care Advisors supports families of children with complex medical needs. They pull together records, explain conditions, and help parents prepare for appointments. With Primary Record, everything stays in one place—easy to access, understand, and share with every specialist on the team.

A+J Patient Advocacy: Free Youth and Family Advocacy in Nevada

Rebeka Acosta, Nevada’s first Board Certified Patient Advocate, leads A+J Patient Advocacy. They focus on youth and family healthcare, offering free services like family support, community outreach, and public policy education. Primary Record helps them give families a safe, accessible place to manage health information and build confidence.

Looking for Support? Or Looking to Provide It?

If you’re a health advocate, nurse, or care coordinator who wants to improve the way you serve families, you belong here. Primary Record was built with your work in mind. We combine technology with heart, giving you tools that make your support easier and more impactful.

And if you’re a family who needs help navigating the system, let us connect you to one of these amazing professionals. You don’t have to do it alone. Email support@primaryrecord.com to inquire about how to be connected to one of these amazing organizations or get started on Primary Record here.

picking the right assisted living in your community
The Ultimate State-by-State Guide to Picking the Right Assisted Living
Finding the right assisted living facility for a family member starts with understanding your state’s regulations. Every state has different rules on who qualifies, what care is provided, and how facilities are monitored. This guide breaks down everything you need to know—from admission requirements to Medicaid options and resident rights—so you can make informed decisions with confidence.
Primary Record and Daughterhood Partner to Build Stronger Support Systems for Daughters Caring for Aging Parents
Primary Record, an innovative app created specifically for those in the sandwich generation who are managing care for both aging parents and children, has officially partnered with Daughterhood, a nonprofit on a mission to foster communities that help caregivers navigate the practical and emotional complexities of caregiving.
Moving day for college and assisted living
Picking an Assisted Living Facility is Like Helping Your Kid Choose a College
Choosing an assisted living facility for a loved one can feel a lot like helping your kid pick a college—big decisions, emotional conversations, and the search for the right balance of support, independence, and community. This article will give you an overview and resources to help!

Check out Primary Record