Add files or notes for clients

You can add files or notes to client records for more information and context. You can add notes within Medical Profiles or for your eyes only in your account section. Notes can help add context about the health information or to add more detail as needed.

Create a note only for yourself

To write a note that only you can see, add the note outside of a Medical Profile.

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. On the top left or bottom of the bar, click Resources > Notes. 
3. On the bottom of the page, click Add Note.
4. Write a title for your note.
5. Then write down any details you want to remember—whether it’s questions, reminders, or health-related information. You can also include photos and files, or add a category tag.
   • Tip: If you prefer not to type, tap the red microphone to record an audio note. After you save the audio note, it will be transcribed and searchable through the Chat Assistant.
6. When you’re done with your note, click Save. If you don’t want to save the note and want to delete what you wrote, click Cancel.

Tip: You can come back anytime to see your notes to yourself or edit them. To edit a note, click Edit. Make your changes, and click Save.

Add a Note directly to a client’s profile

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Choose the client to which you want to add a Note.
3. Click Notes > Add Note.
4. Write a title for your note.
5. Then write down any details you want to remember—whether it’s questions, reminders, or health-related information. You can also include photos and files, or add a category tag.
   1. Tip: If you prefer not to type, tap the red microphone to record an audio note. After you save the audio note, it will be transcribed and searchable through the Chat Assistant.
6. When you’re done with your note, click Save. If you don’t want to save the note and want to delete what you wrote, click Cancel.