Coordinating with a pediatrician

How to keep a referring pediatrician in the loop, whether or not they're on the platform.

Inside your organization

Patients have one Primary Clinician (set under Patient → Settings → Patient Status), but everyone in your organization can work the same record based on role: Admins and Members see patient records and can run their own sessions; Viewers are read-only. Reassign the primary clinician anytime.

Cross-organization sharing isn't supported yet: a pediatrician at a different practice can't be added to your patient record.

Sharing with an outside pediatrician

• Use SOAP notes when you know the pediatrician will read them; it's their familiar format.
• Generate the Session Summary PDF from the Summary step or the signed session page and email it externally.
• The Superbill or CMS-1500 carries the codes needed to close a referral loop.
• Families using Heartful Baby can send the pediatrician their own Clinician PDF before a visit.

A pediatrician who wants live access can join the platform; on the Free plan, the header's Refer a colleague link is the quickest handoff.

Multi-provider support is on the roadmap.