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Care Team Member

How to add a care team member to a patient record?

R
Written by Rachel
Updated over a week ago

You can assign a user in your system to a patient record by adding the user as a Care Team Member within the patient profile.

When creating or editing a patient record, select the user from the Care Team Member dropdown you wish to assign. The patient record will then display this user as the Care Team Member for reference. You can also filter your patients by Care Team Member using the advanced filter options on the Patients tab located on the top menu.

Note: You can restrict the visibility of patient records to assigned care team members. For more information see the article Assign User Roles and Permissions.

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