Add or edit your Medical Profile info

You can add or edit your information in a Medical Profile, like medications, conditions, allergies, vaccinations, procedures, and visits.

Tip: Labs are automatically added through portal connections or if you upload them as files. But you can’t directly add or edit labs. 

Add information

1. On a mobile device or computer, open a browser, and sign into Primary Record. 
2. Click Profiles > Choose the Medical Profile where you want to add information.
3. Choose what you want to add:
   • Medications
   • Conditions 
   • Allergies
   • Vaccinations
   • Procedures
   • Visits
4. Add the information and click Save or Next.

Edit information

1. On a mobile device or computer, open a browser, and sign into Primary Record. 
2. Click Profiles > Choose the Medical Profile where you want to edit information.
3. Choose the information you want to edit:
   • Medications
   • Conditions 
   • Allergies
   • Vaccinations
   • Procedures
   • Visits
4. Add the information and click Save.

Bulk edit information

If you want to edit multiple items in your Medical Profile, you can bulk edit your information.

1. On a mobile device or computer, open a browser, and sign into Primary Record. 
2. Click Profiles > Choose the Medical Profile where you want to bulk edit information.
3. Choose the information you want to bulk edit:
   • Medications
   • Conditions 
   • Allergies
   • Vaccinations
   • Procedures
   • Visits
4. Click Bulk edit.
   • To edit everything in the list, click Select all. 
   • To edit only a few items, click the ones you want to bulk edit.
5. Choose one of the following:
   • Status: You can change the item to inactive or active. Then click Update. 
   • Delete: Click Delete.