Professional Training Guide

< 1 min read

Updated on April 23, 2026

Getting Pro Started

ProOverview of Primary Record vs Primary Record Pro(1:30) ProHow to Log In to Primary Record on Web, Apple, or Android(1:40) ProCustomize the Invitation Template to Invite a Client(2:36) ProInviting Other Users to Pro(1:01) ProHow to Change a User’s Role(:56) ProAdd and Manage Groups(2:02) ProUnderstanding Resources(1:54)

Adding first clients

💡 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.

Table of contents

Getting Pro Started

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Getting Started

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Professional Training Guide

Getting Pro Started

Adding first clients

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Professional Training Guide

Getting Pro Started

Adding first clients

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