In CarePro, select the patient list via the Owners tab at the bottom of your screen. Then choose the patient from the list which appears at left. Once the patient has been selected, you will be taken to the Patient’s CarePro record.
At the top, you will see a banner with key information about the patient, communication icons, and a quick link for adding a care management note.
The settings cog allows a user to add or change the information about a patient in the banner, via "Edit User Profile". Under the cog, the care manager can also choose "Edit Diary Settings" to customize which of the Owner's health data categories are visible to the care manager. Simply click on either of these fields to be taken to a details screen.