Professional Client Feedback

As a care provider on the care team actively supporting a client, I'd like to be updated about other activities so that I can learn what is happening with the PCP as a specialist or ensure the PDP is aware of the work done by my group. This doesn't have to be instant. A regular summary report via email would work.

As a medical care coordinator, I'd like the opportunity to share sensitive information with only a specific person so that those family members whom we may not want to share the information with until the client or legal representative is informed.

As a professional care coordinator doing work for different payers in Primary Record, I'd like to track my time to a project so that I don't have to create a client record. I would then like to see the hours tracked by project in a simple reporting interface.

As a professional with clients who live in Canada, I'd like the ability to enter their addresses accurately with provinces and countries so that their experience doesn't feel forced into an application that can't support them.

As a Primary Record Professional customer, I'd like the ability to preview the invitation email before sending so that I can have context and an understanding of their experience before sending. To do this today, I had to invite myself to see the experience.

As a professional onboarding many clients, I'd like to upload a file of something like a Vaccination record is and have it populate the medical profile object.

As a professional who has collected many resources and care team contacts for referrals, I'd like a way to organize them so that I can see all the similar resources in one glance.

Please add NextGen Patient Portal (Arthritis and Rheumatism Associates, PC) and APRIMA (DCEndocrine, Stephanie Stein) to platform