Frequently Asked Questions
General
What is Primary Record?
Primary Record is a health app designed for families to securely organize, collaborate, and share health information in one place.
Instead of juggling multiple patient portals, medical binders, and scattered notes, Primary Record helps streamline medical details for easier access and coordination.
With confidence and control, families and trusted advocates can quickly organize medical records and seamlessly share updates—ensuring that the full health journey is clear before, between, and after appointments.
Get started today and simplify your family’s health information management!
Why does a family need a Primary Record?
Better care starts with having the full story. But today’s healthcare system makes it difficult—families often juggle multiple patient portals, medical binders, and handwritten notes just to keep track of essential information.
Primary Record provides one secure place to organize, collaborate, and share health details, eliminating scattered records and ensuring families can access critical medical information when they need it most.
Who is eligible to use Primary Record?
Primary Record is available to anyone looking for a better way to organize and manage health information for themselves or their family.
It is especially valuable for:
- Caregivers and family members managing health records for multiple family members
- Patients with complex medical histories who frequently need to share their health story
- Parents of children with special needs or chronic conditions
- Older adults and their advocates coordinating care across multiple providers
Whether you’re keeping track of medical records, patient portals, or health updates, Primary Record makes it easier to stay organized and share information when it matters most.
Is the Primary Record only for the chronically ill?
No! Primary Record is for everyone—whether you’re managing an illness, organizing a family member’s health information, or simply staying prepared.
It’s especially useful for:
- Parents tracking vaccinations, allergies, and routine checkups.
- Caregivers coordinating care for aging parents or complex care for kids.
- Anyone who wants to stay organized with their medical history in one secure place.
No matter your health needs, Primary Record makes it easier to manage and share essential health information.
Using Primary Record
How do I get started with Primary Record?
Go to https://www.primaryrecord.app to Create an Account. You can use a single sign-on service with Google or Apple or choose to Create an Account with an email and password. Register yourself as the Primary Organizer, then begin creating Medical Profiles for your family members.
Can I find Primary Record in the Apple or Google Play store?
Yes. You can find Primary Record on the Google and Apple App Stores using the links below.
You can also use Primary Record from any browser at https://www.primaryrecord.app/
What is a Medical Profile?
A Medical Profile is created for one individual and serves as a centralized hub for all their health information. In Primary Record, it is like an electronic file drawer for your health, legal, and financial records.
With a Medical Profile, you can:
- Connect to over 7,000 patient portals and download data in minutes
- Organize medical records using file folders and notes for images, PDFs, and audio recordings.
- Quickly search and summarize key health details using a Chat Assistant
- Invite Collaborators to help keep the profile updated and ensure seamless care coordination.
How can I share a Medical Profile with someone else?
Sharing a Medical Profile is simple and secure. As an Organizer, you can invite an unlimited number of Collaborators to help manage an individual’s health information.
Here’s how it works:
- Invite Collaborators – Send an email invitation to anyone who needs access.
- Control Permissions – Set different access levels for each Collaborator based on their role.
- Collaborator Registration – They will receive an email with a unique link to register.
- Instant Access – Once registered, the Medical Profile will appear under “Profiles Shared with Me.”
Easily coordinate care—invite Collaborators today!
If I update my Primary Record, does it also update my patient portals?
No, updating your Primary Record does not automatically update your patient portals. Primary Record is a secure place where you can organize, track, and manage your health information, but changes made within the app do not sync back to healthcare providers’ systems.
If you need to correct medical errors in your patient portal or request updates from your provider, follow this step-by-step guide:
🔗 How to Correct Medical Errors in Your Family’s Medical Record
Privacy & Security
Is Primary Record secure?
Yes. At Primary Record, we take security and privacy very seriously.
We comply with FTC (Federal Trade Commission) regulations and continuously stay up to date with state and federal laws as well as industry best practices for IT security and data privacy.
Your health information is stored securely, and you remain in full control of who has access.
Your data. Your control. Your security.
Do I need to sign a HIPAA form to accept an invitation to Primary Record?
No, you do not. Medical data collected and organized by an individual, legal guardian, advocate, or family caregiver is subject to different privacy laws.
While many people are familiar with HIPAA (Health Insurance Portability and Accountability Act), HIPAA protections apply only when healthcare providers share medical data with each other. In contrast, when an individual or family member shares their own health information, different privacy rules apply.
Primary Record puts individuals in control, ensuring secure and permission-based sharing of health information.
Pricing & Subscription
How much does Primary Record cost?
Primary Record can be started and used for free each month, with certain limits on premium features.
To see the latest pricing details and choose the best plan for your needs, visit:
Get started for free today!
Is Primary Record an expense that qualifies for FSA or HSA?
No, Primary Record is not currently eligible for FSA (Flexible Spending Account) nor HSA (Health Savings Account) funds. We are exploring this opportunity!
What happens to my medical information if I cancel my subscription?
Your medical information remains safe and accessible, even if you cancel your subscription.
- Primary Record subscriptions provide access to premium features that help families manage and update their health data more efficiently.
- If a subscription is turned off, all Medical Profiles, documents, and notes will still be available.
Your data stays with you—whether you have a subscription or not.
