FIGURE B-063 — Select Care Team or Recipient

Purpose:
how to choose the appropriate provider or care team.

Current-path prompt:
I need to select the right care team or recipient for a secure message. Explain current options and how to avoid sending a message to the wrong team.

Safety reminder:
Do not upload full SSNs, banking information, full claim numbers, or unnecessary sensitive details. Redact or crop when practical. Review all AI output for truth and accuracy before using it.
