Help Center

Get help with Primary Record

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• Contact support for Primary Record
• Give feedback to Primary Record
• Delete a Primary Record Account
• Troubleshooting
  • Issues uploading files
  • Unreliable Note Saving on iOS (Pro App) when using audio notes
  • Don’t see all my information from my patient portal in my Medical Profile
  • Helpful definitions and consents in Primary Record 

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Getting Started

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• Patient information safeguards in Primary Record
• Create a Primary Record account
• Set up a Medical Profile
• Use notes with your Medical Profile
• Use the Primary Record Chat Assistant
• Change notifications for messages or comments

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Manage a Family Account

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• Organize your Family Account on Primary Record
• Use a coupon code with your Primary Record Family Account subscription
• Change your Family Account’s Primary Record subscription and payment method

Manage a Medical Profile

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• Accepting an Invitation to a Medical Profile
• Transfer a Profile to a New Organizer
• Invite collaborators to a Medical Profile
• Manage access permissions to a Medical Profile
• Connect a patient portal to a Medical Profile  
• Message collaborators of a Medical Profile
• Add or edit your Medical Profile info
  • Transfer a Profile to a New Organizer
  • Add or edit your Medical Profile info
  • Manage your Care Team
  • Add or edit documents in your Medical Profile
  • Create or edit reports from your Medical Profile
  • Delete a Medical Profile
• Resources
  • Language Translation with Chat Assistant

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Manage a Professional Account

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• 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
  • Add a client record
  • Invite a client to Primary Record 
  • Add files or notes for clients
  • Create groups to organize your clients
  • Share information with your clients and send messages
  • View a client’s history or activity

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Release Notes

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• 2023
  • December 29, 2023 – Profile Reports
  • December 20, 2023 – Bulk Edit of profile resources
  • December 8, 2023 – Care Team Linking
  • December 5, 2023 – Navigation bugs
  • December 3, 2023 – Account management updates
  • December 1, 2023 – Onboarding screens
• 2024
  • November 22, 2024 – Updated Email Messaging
  • November 15, 2024 – Expanded view and zoom of documents
  • October 24, 2024 – Automatic weekly patient portal refresh
  • October 9, 2024 – Portal Search improvements
  • October 3, 2024 – Add medications from FDA list
  • September 25, 2024 – Improved date and time picker
• 2025
  • May 7, 2025 – Support for fixed duration medication perscription
  • March 6, 2025 – Subscribe to Visit Calendar
  • February 27, 2025 – Resolved Issue with Notes Rich Text Editor
  • February 25, 2025 – Rich Text Editing
  • February 4, 2025 – Client Group Assignment
  • January 20, 2025 – Dashboard & Search

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Use the Primary Record Mobile Web Apps

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• Use the Primary Record Progressive Web App
• Uninstall the Primary Record Progressive Web App