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People

Add and update profile details

Maintain personal information, addresses, insurance, identification, and supporting photos on a profile.

Profile details holds saved facts about a person. Open your account profile or an available person's Profile tab. You need profile-details write access to add or change entries; readers can open saved details and authorized photos. A contact connection alone does not grant this access.

Add or change a detail

  1. Select Add detail and choose a type, or open a saved row and select Edit.
  2. Fill in the fields you need. Required fields and validation appear in the editor.
  3. Finish any photo uploads, then select Save.
  4. Check the saved row. Cancel leaves your changes unsaved.

The editor uses a dialog or mobile flyout. Only saved details appear; removing the last entry in a category hides the empty category.

DetailWhat to enter
NameA required display name and optional first, middle, and last names. CareMap does not split a display name automatically. Name cannot be removed.
Date of birthA valid date that is not in the future.
Gender, Pronouns, BioYour selected or custom gender, pronouns, and authored bio. Each type has one current entry.
AddressA label and at least one address field. International formats and multiple addresses are supported.
Insurance policyA provider or plan, or a labeled policy with a photo. Member/group identifiers, coverage dates, and other policy fields are optional; an end date cannot precede the start date.
IdentificationAn identification type plus identifying information or a photo. Multiple identification entries are supported.

Choose Primary residence on an address to make it the one primary address. The previous primary address remains saved but loses that flag. Multiple insurance policies are also supported.

Care roles are documented in Contact designations. Organizations appears as a separate read-only list.

Add insurance or identification photos

Use Add photo or Take photo for the front or back of a card. Choose PNG, JPEG, GIF, or WebP up to 25 MB. Replace photo and Remove photo change the editor's draft; save the detail to apply them.

If an upload fails, use Retry photo. An expired upload may require Restart photo upload. Finish or cancel a pending upload before saving. CareMap does not scan card photos to fill in fields automatically. Photos use the profile owner's personal workspace storage and follow profile-detail access.

Sharing and summaries

For contacts, Permissions > Profile details and summaries controls None, View only, or Write access. Notes and Profile Documents have separate controls. Existing private details remain private until the owner chooses Share with people who can view my profile.

Questionnaire answers preserves earlier descriptions and places as context; it does not turn them into current names, pronouns, or addresses.

Saving a detail does not start paid summary generation. Profile AI may cite saved facts; generated summaries do not replace your authored bio. Ordinary summary and search text omit identification, member, and group numbers. An authorized direct request about a person can still retrieve exact identifiers.

Recover a failed or conflicting save

A failed save keeps your draft. Use Retry previous save when offered. If someone else edited the detail, select Load latest and review their changes. Keep my draft and use this revision retains your draft against the newer revision; reconcile the information before saving.

To remove an optional detail, open it, select Remove, and confirm. Citations can identify an older saved revision; an edited revision is marked replaced, and removed or inaccessible details cannot be reopened from it.