/features/family-profiles

Family Profiles v1.0

Family Profile Management (CORE)

Hero summary

Manage families together — with shared visibility, clearer responsibility, and safer coordination.

Primoro’s Family Profiles allow related patients to be organised into a single family unit, making it easier to manage appointments, communication, forms, and aftercare — especially for parents, carers, and dependants.

Family Profiles simplify everyday workflows without merging clinical records, preserving individual safety, privacy, and consent at all times.

CTAs

→ Request a Demo

→ Explore Primoro CORE

What it does

Family Profiles introduce structured family relationships inside Primoro, allowing practices to coordinate care for families without relying on workarounds, duplicated admin, or informal notes.

The module enables practices to:

• Link parents, children, and dependants under one family view
• Manage family members together without merging clinical records
• Coordinate bookings, reminders, and communications more easily
• Allow carers to complete forms and manage appointments efficiently
• Enforce clear consent, responsibility, and access boundaries

Each person always remains an individual patient — Family Profiles organise relationships, not medical data.

Why it matters

• Less reception workload when managing families with multiple patients
• Better experience for parents and carers managing dependants
• Fewer errors from duplicated forms and repeated admin
• Clearer consent and responsibility handling, especially for minors
• Consistent processes across sites for group and multi‑practice operators

Family management becomes intentional and governed — not improvised.

Core capabilities

Linked family relationships

Patients can be linked into family groups, allowing staff to see relationships at a glance while keeping each patient’s record separate and protected.

Shared visibility (with boundaries)

Staff can view family members together while preserving:

• individual clinical history
• privacy controls
• role‑based access

There is no shared medical record — only shared context.

Carer‑led administration

Parents or carers can:

• book, confirm, or reschedule appointments
• complete forms and consents for dependants
• receive reminders and aftercare messages

All actions are logged and auditable, showing who acted on whose behalf.

Family‑aware communication

Messages, reminders, and updates are coordinated with family context in mind — reducing confusion and missed information when multiple patients are involved.

Simplified forms & aftercare

Forms and aftercare instructions are delivered with the correct family context, ensuring carers receive what’s needed for the right person at the right time.

Clear consent & responsibility handling

Family Profiles support:

• explicit consent for access
• controlled linking and unlinking
• age‑based transition to patient‑managed access

Consent is never assumed, and access is never shared implicitly.

Governance & control (in context)

Family Profiles operate within Primoro’s governed platform:

• role‑based access for carers and staff
• explicit consent for all family links
• full audit trails for actions taken on behalf of others
• immediate access removal when links are revoked or patients reach adulthood

This ensures family coordination without compromising privacy or compliance.

How it fits within Primoro

Family Profiles work seamlessly with:

• Appointment Manager — coordinating family bookings and reminders
• Digital Forms — carer‑completed forms and consents
• Aftercare — family‑aware follow‑ups and instructions
• Communication Hub — consolidated family notifications
• Integrated Payments — family‑level payment handling where enabled

Family Profiles strengthen workflows without complicating clinical records or billing rules.

At a glance

Family Profiles — FAQ

Is Family Profiles included in CORE?

Yes. Family Profiles are part of Primoro CORE and designed for everyday use.

Does this merge patient records?

No.

Each individual always retains their own clinical record. Family Profiles link relationships only — never medical data.

Can parents manage appointments and forms for children?

Yes.

Parents or carers can manage bookings, complete forms, and receive communications on behalf of dependants — with full consent and audit trails.

How is consent handled?

Family links require explicit consent and can be:

• created by staff
• approved via secure invite
• revoked at any time

All consent actions are logged.

What happens when a child becomes an adult?

Primoro supports age‑based transition:

• access is revoked automatically when appropriate
• patients can take control of their own account
• carers are notified of the change

Is Family Profiles suitable for multi‑site groups?

Yes.

Family structures, consent rules, and visibility remain consistent across all practices in a group.

Final CTA

Make managing families simpler — without compromising care or clarity.

→ Request a Demo

→ Explore Primoro CORE

Embedded Tables

Table 1