Use the Primary Record Chat Assistant

2 min read

Updated on November 15, 2024

What information the Chat Assistant accesses

With the Chat Assistant in Primary Record, you can ask questions and get answers about health information and records directly from the relevant Medical Profile. 

The Chat Assistant can only access information that’s in the Medical Profile, like uploaded files, data downloaded from patient portals, and other information that you’ve entered or connected.

Questions you can ask the Primary Record Assistant

You can also ask the Chat Assistant to help summarize your appointments, prepare for your next doctor’s visit, or explain your test results and medications.

Important: Whenever you ask a question to the Chat Assistant, only you can view the responses, even if you’re asking about a client or Medical Profile that you’re managing.

What you can ask the Chat Assistant

Here are some suggestions you can ask the Chat Assistant to get you started.

  • To prepare to see a new specialist:
    • Help me summarize the key points of my health history for a new specialist.
    • What are the most important questions to ask during my upcoming specialist appointment?
  • When you’re not being heard:
    • What can I say to my healthcare team to emphasize my concerns about [symptom]?
    • Can you help me prepare a clear message for my doctor about why I feel my concerns are being overlooked?
  • Check labs and health trends:
    • What trends or abnormalities do you see in my recent lab results?
    • Can you summarize the key lab results for me and explain any changes I should know about?
    • Is my kid up to date on their vaccinations?
    • Have I had an abnormal lab in the last 6 months?
  • Understand medication interactions:
    • Are there any interactions between the medications I’m currently taking?
    • What should I watch for while taking [medication] based on my health history?
    • When did Mom stop taking her blood pressure medicine?
    • What medication is Dad taking for vertigo?

💡 We’re committed to customer success and simplifying medical information for individuals, families, and agencies that support them. If you don’t find what you are looking for, please let us know at support@primaryrecord.com or (317) 210-0644.