Get help with Primary Record
7
Manage a Medical Profile
12
Manage a Professional Account
16
- Managing Message Preferences
- 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
- Manage your clients
Release Notes
53
- 2023
- 2024
-
2025
- December 15, 2025 – Cancel and Re-create a report
- December 3, 2025 – Message Preferences for Professional Users
- 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
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2026
- August 21, 2026 – Medication source added to the history
- August 1, 2026 – Visit creation form improvements
- July 1, 2026 – Physicians Notes from Patient Portals
- June 12, 2026 – Profile organizer was added to the note sharing
- April 10, 2026 – Note filters and No Known Allergies
- March 31, 2026 – Fasten Heath Patient Portal Connection
Use the Primary Record Mobile Web Apps
2