Primary Record

Primary Record is the app designed for families to have one secure place to organize, collaborate, and share health data – bringing together invaluable information scattered across patient portals, three ring binders and post-it notes. With confidence, family members and trusted advocates are empowered to organize medical information for seamless sharing with those who matter most, enabling them to quickly retell the health journey before, between, and after appointments.

How It Works
Primary Record allows family members to easily share health information while navigating through healthcare system transitions, visiting new physicians, and tracking health changes between appointments.

Collecting
The software gives customers the flexibility to either input medical information manually or download certain electronic health data from available patient portals. When connecting to patient portals, it only retrieves a copy of the information into the Primary Record application, allowing customers to edit and make notes in one place.

Organizing
Customers can link related health details, clarifying the what, when, who, and why for others. For instance, a medication record from a patient portal can be easily associated with its related conditions, the dispensing pharmacy, and the prescribing physician within Primary Record. This feature helps keep family members informed.

Discover
Primary Record offers users a simple Chat Assistant to quickly find, summarize, and better understand complex health and medical stories. The Chat Assistant is secure and only responds to questions based on the permissions of the user asking the questions. The experience supports 27 languages and always references the source of it's answers to the users for context.

Share By Invitation
The account owner, also referred to as the profile organizer, can grant collaborators access to view and edit the Medical Profile, ensuring it remains current. Unique to Primary Record, this feature allows organizers to control what invited collaborators can see and edit, based on the permissions set.

Share by Health Summary
Reports can be generated and shared as a PDF or via a link, allowing customers to have current and summarized medical information to share. For example, keeping an accurate medication list in Primary Record allows organizers and invited collaborators to generate a report of current medications to share.

Cost
Primary Record is free to use but also offers premium services when a customer needs additional services to use their health information for better care. The premium services are enabled with a subscription that can be turned on or off at any time.

Recent changes:
- Improved the Chat Assistant's handling of non-English questions, providing more accurate responses.
- Fixed an issue where the QR code for accessing a report from a device scan was not displaying in the correct location.