July 14, 2025 – Improvments for Editing Notes, Care Teams, and Administration

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Updated on July 14, 2025

🆕 Enhancements #

Improved Note Editing Experience #

Editing and saving notes is now more streamlined, eliminating extra clicks and reducing the chance of losing content. This saves time and increases confidence when documenting important information.

More Thoughtful and Trustworthy Permission Requests #

The app now only requests access to your camera and files when you choose to upload a photo or document. This reduces intrusive prompts and builds user trust by aligning permissions with actual actions.

Support Role Enhancements for Care Teams #

Support Care Team members can now indicate their specific role—such as Emergency, Transportation, Case Manager, or Family—offering clearer context for collaborators. This helps users quickly identify the right person to involve in care coordination.

Support Members Now in Provider Dropdowns #

Support Care Team members now appear in the Providers list for scheduling visits, such as Case Management or Aid services. This ensures that all relevant personnel can be assigned to appointments with ease.

HIPAA-Compliant Administrative Change Log #

Professional Edition users can now track who modified key organization settings and user records, helping meet HIPAA audit and compliance needs. This transparency strengthens data governance and organizational accountability.

Additional Invoice Processing Fees were removed #

Payment processing fees are no longer charged separately and are now included with the Professional Edition. This simplifies billing and adds more value for users managing client invoices. Note that Stripe will still have a processing fee that we can’t completely remove.

💡 We’re committed to customer success and simplifying medical information for individuals, families, and agencies that support them. If you don’t find what you are looking for, please let us know at support@primaryrecord.com or (317) 210-0644.