Get help with Primary Record
7
Manage a Medical Profile
12
Manage a Professional Account
15
- Create profile on invitation of client
- Set up client billing for your Professional Primary Record Account
- Send Invoices and Receive Payments with Client Billing in Primary Record
- Create or edit your organization’s profile in Primary Record
- Invite other users to your organization on Primary Record
- Create and manage a referral list
- Manage your clients
Release Notes
44
- 2023
- 2024
-
2025
- August 19, 2025 – Improvements to Notes
- July 14, 2025 – Improvments for Editing Notes, Care Teams, and Administration
- June 24, 2025 – SAML SSO Support for Professionals
- May 27, 2025 – Profile header improved on mobile
- May 7, 2025 – Support for fixed duration medication perscription
- March 6, 2025 – Subscribe to Visit Calendar
Use the Primary Record Mobile Web Apps
2