1) Invite a Collaborator 2) Care Team 3) Connect Portals 4) Attach Notes
When getting started, here are our top four recommendations:
- Invite a trusted Collaborator to the Medical Profile to get help keeping information organized.
- Begin to capture key Care Team members that you call or see often. In Care Team, you can organize:
- Support: Such as transportation, adult or child daycare, legal or financial planner, dog sitter
- Insurance: Case manager
- Providers: Doctors, nurse practitioners, a Clinic or Hospital, a school nurse, a physical or mental therapist
- Search to connect a patient portal to pull medical information in quickly and edit the information to make it accurate.
- Scan documents or download medical reports to upload into a Note to attach to a medication, condition, visit, or allergy.
👀 Below are a series of 2 to 3-minute videos walking you through some of these recommendations. More to come!
Building a Care Team
Editing in Primary Record
Linking Medical Information
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