How to best use Primary Record to take care of my family member?
The Primary Record team will continue to share best practices for organizing medical data in Primary Record to help share with others. 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.
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👀 Below are a series of 2 to 3-minute videos walking you through some of these recommendations. More to come!
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Watch Jean Explain to Building a Care Team
https://www.loom.com/share/dafa2dce00f244faa452426022513ed8
Listen to Jean Explain the Power of Edit in Primary Record
https://www.loom.com/share/6800ddddb2df48b9b9babd83fd47945b
Listen to Jean Explain how to Link Medical Information to Fill in the Gaps to Health Others Understand Your Health Story
https://www.loom.com/share/35285a3f60d44883ad393169490069e6
Listen to Jean Share How She Uses Emojis to Organize Doctors on your Care Team
https://www.loom.com/share/e082ba906a56482d998d3b381e400016
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💡 We are 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
[[email protected]](mailto:[email protected]?subject=Support%20Request) or (317) 210-0644
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