Conducting Research

Switching Between Patient Profiles

Caregivers and patient advocates can keep separate research for each person they support.

Inciteful Med lets you keep a patient profile for every person whose health you research - yourself, a family member, a friend, or anyone you advocate for. Records, threads, and reports stay scoped to the patient you have selected, so research never gets mixed up.

You start with your own profile

When you sign up, you will be asked to create a patient profile. If you only ever research your own health, you can stop here. The rest of this page is for people researching for more than one person.

Picking a patient

The active patient is shown at the top left of the page. Click it to open the patient picker and choose a different profile.

Once you switch, the left navigation will only show research threads for that patient, and the home page suggestions will reflect their records.

Read-only profiles in the picker

If your plan covers fewer patient profiles than your account holds, the ones that are not active show a Read-only badge. They stay in the list and stay selectable, because reading them is the point: you can open every record and report on them. What you cannot do from a read-only profile is ask a new question or add a record.

See When a plan covers fewer profiles.

Adding another patient

In the picker, click + Add patient. Give them a name, your relationship (e.g. "mother", "client", "child"), and any quick notes you want to remember. See Creating a patient profile for more.

If you're a caregiver or patient advocate, your own default profile is where research about your own health goes. Add separate profiles for the people you care for.

Where else can I manage patients?

Open Account & Plan for the full list. From there you can edit any profile or delete a profile you no longer need. See Editing a patient profile and Deleting a patient profile.

Caregiving for someone else

If you're researching on behalf of a child or aging family member, see Researching for a child and Researching for an aging parent or family member for the patterns that work best.