Manage your Care Team

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, clinic or hospital, school nurse, 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. At the bottom, click Add a Care Team member.
4. Choose the type of Care Team member.
5. Type in the Care Team member’s information.
6. 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. On the left side, click Care Team.
4.  Click the Care Team member whose information you want to edit.
5.  Edit the information.
6. 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.  

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. On the left side, click Care Team.
4. Click the Care Team member you want to delete.
5. Click Delete > Save.