January 5, 2024 – Duplicate Care Team Members

< 1 min read

Updated on November 11, 2024
  • General
    • 🆕 Quick actions were added to Homebase to allow users to perform common tasks like adding a note, uploading a document, and refreshing a patient portal quicker. Please let us know if you have ideas for more quick actions.
    • 🆕 Users can now delete an entry in the recent activity list. This comes in handy if someone accidentally adds a medication or condition to a profile and wants to remove it from the recent activity log.
  • Medical Profile
    • 🆕 Users can now duplicate a care team member to another profile they have permission to. This can come in handy if another person in the family uses a common support resource or physician.
    • 🐛 While adding a care team member, an issue presented a required field error when the user chose not to enter a first and last name but rather wanted to enter a business name.

💡 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.

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