Skip to content
Primary Record Logo Horizontal
  • For Families
    • About
    • Pricing
    • FAQs
  • For Businesses
    • About
    • Pricing
  • Our Story
  • Blog
  • For Families
    • About
    • Pricing
    • FAQs
  • For Businesses
    • About
    • Pricing
  • Our Story
  • Blog
Sign Up | Login
betterdocs-category-icon

Release Notes

40
  • 2023
    • December 29, 2023 – Profile Reports
    • December 20, 2023 – Bulk Edit of profile resources
    • December 8, 2023 – Care Team Linking
    • December 5, 2023 – Navigation bugs
    • December 3, 2023 – Account management updates
    • December 1, 2023 – Onboarding screens
    • November 30, 2023 – Performantce improvements
    • November 26, 2023 – Patient Portal Improvements
    • November 13, 2023 – Expanded Care Team functionality
    • October 14, 2023 – Initial release
  • 2024
    • November 22, 2024 – Updated Email Messaging
    • November 15, 2024 – Expanded view and zoom of documents
    • October 24, 2024 – Automatic weekly patient portal refresh
    • October 9, 2024 – Portal Search improvements
    • October 3, 2024 – Add medications from FDA list
    • September 25, 2024 – Improved date and time picker
    • September 20, 2024 – Saved Chat Assistant sessions
    • September 3, 2024 – New Free Tier Limits
    • August 14, 2024 – Email Notifications
    • July 22, 2024 – Addition of images to Chat Assistant
    • July 9, 2024 – Removing references to “Entered in Error” from EHR systems
    • June 28, 2024 – Resolved audio recording on IOS
    • June 26, 2024 – Audio recording and transcription of notes
    • May 23, 2024 – Capturning new uers intent with Primary Record
    • May 20, 2024 – File content availible to the Chat Assistant
    • May 15, 2024 – Note content is now visible to the Chat Assistant
    • May 6, 2024 – Commenting on recent activity
    • April 19, 2024 – Patient portal search improvements
    • April 12, 2024 – AI Chat Assistant & Subscription Promotion
    • February 19, 2024 – Form accessibility improvements
    • February 8, 2024 – Report Generation Links (QR codes)
    • January 22, 2024 – Transfer Profile Organizer Role
    • January 5, 2024 – Duplicate Care Team Members
  • 2025
    • May 7, 2025 – Support for fixed duration medication perscription
    • March 6, 2025 – Subscribe to Visit Calendar
    • February 27, 2025 – Resolved Issue with Notes Rich Text Editor
    • February 25, 2025 – Rich Text Editing
    • February 4, 2025 – Client Group Assignment
    • January 20, 2025 – Dashboard & Search
    • January 9, 2025 – Advanced Directives
betterdocs-category-icon

Getting Started

7
  • Use the Primary Record Chat Assistant
  • Patient information safeguards in Primary Record
  • Sign up for a subscription to access Premium features in Primary Record
  • Create a Primary Record account
  • Change notifications for messages or comments
  • Use notes with your Medical Profile
  • Set up a Medical Profile
betterdocs-category-icon

Manage a Family Account

3
  • Organize your Family Account on Primary Record
  • Change your Family Account’s Primary Record subscription and payment method
  • Use a coupon code with your Primary Record Family Account subscription
betterdocs-category-icon

Manage a Professional Account

14
  • Create profile on invitation of client
  • Send Invoices and Receive Payments with Client Billing in Primary Record
  • Set up client billing for your Professional Primary Record Account
  • Change your Primary Record Professional subscription and payment method
  • Create and manage a referral list 
  • Invite other users to your organization on Primary Record 
  • Create or edit your organization’s profile in Primary Record
  • Manage your clients
    • Deactivate or delete a client record
    • Share information with your clients and send messages
    • View a client’s history or activity
    • Add files or notes for clients
    • Create groups to organize your clients
    • Invite a client to Primary Record 
    • Add a client record
betterdocs-category-icon

Manage a Medical Profile

13
  • Accepting an Invitation to a Medical Profile
  • Transfer a Profile to a New Organizer
  • Connect a patient portal to a Medical Profile  
  • Message collaborators of a Medical Profile
  • Manage access permissions to a Medical Profile
  • Invite collaborators to a Medical Profile
  • Add or edit your Medical Profile info
    • Transfer a Profile to a New Organizer
    • Delete a Medical Profile
    • Create or edit reports from your Medical Profile
    • Manage your Care Team
    • Add or edit documents in your Medical Profile
    • Add or edit your Medical Profile info
  • Resources
    • Language Translation with Chat Assistant
betterdocs-category-icon

Get help with Primary Record

7
  • Give feedback to Primary Record
  • Contact support for Primary Record
  • Delete a Primary Record Account
  • Troubleshooting
    • Don’t see all my information from my patient portal in my Medical Profile
    • Helpful definitions and consents in Primary Record 
    • Unreliable Note Saving on iOS (Pro App) when using audio notes
    • Issues uploading files
betterdocs-category-icon

Use the Primary Record Mobile Web Apps

2
  • Uninstall the Primary Record Progressive Web App
  • Use the Primary Record Progressive Web App
  • Home
  • Help Center
  • Release Notes
  • 2023

Docs Category: 2023

  • December 1, 2023 – Onboarding screens
  • December 20, 2023 – Bulk Edit of profile resources
  • December 29, 2023 – Profile Reports
  • December 3, 2023 – Account management updates
  • December 5, 2023 – Navigation bugs
  • December 8, 2023 – Care Team Linking
  • November 13, 2023 – Expanded Care Team functionality
  • November 26, 2023 – Patient Portal Improvements
  • November 30, 2023 – Performantce improvements
  • October 14, 2023 – Initial release
Facebook Instagram Linkedin
nvidia-frontify-guideline-inception-program-2022
Company
  • Home
  • Blog
  • Careers
  • Contact
  • Trust Center
  • Home
  • Blog
  • Careers
  • Contact
  • Trust Center
Product
  • About
  • Help Center
  • FAQs
  • Application Status
  • About
  • Help Center
  • FAQs
  • Application Status
Legal
  • Terms of Service
  • Privacy Policy
  • CARIN Code of Conduct
  • Terms of Service
  • Privacy Policy
  • CARIN Code of Conduct
Apple App Store
Google Play Store
Subscribe to the Newsletter
© Primary Record Inc.
Fishers, Indiana
We use cookies
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies.
Do not sell my personal information.
Cookie SettingsAgree
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
SAVE & ACCEPT