Add or edit your Medical Profile info

You can add or edit your information in a Medical Profile, like medications, conditions, allergies, vaccinations, procedures, and visits.

Tip: Labs are automatically added through portal connections or if you upload them as files. But you can’t directly add or edit labs. 

Add information

1. On a mobile device or computer, open a browser, and sign into Primary Record. 
2. Click Profiles > Choose the Medical Profile where you want to add information.
3. Choose what you want to add:
   • Medications
   • Conditions 
   • Allergies
   • Vaccinations
   • Procedures
   • Visits
4. Add the information and click Save or Next.

Edit information

1. On a mobile device or computer, open a browser, and sign into Primary Record. 
2. Click Profiles > Choose the Medical Profile where you want to edit information.
3. Choose the information you want to edit:
   • Medications
   • Conditions 
   • Allergies
   • Vaccinations
   • Procedures
   • Visits
4. Add the information and click Save.

Bulk edit information

If you want to edit multiple items in your Medical Profile, you can bulk edit your information.

1. On a mobile device or computer, open a browser, and sign into Primary Record. 
2. Click Profiles > Choose the Medical Profile where you want to bulk edit information.
3. Choose the information you want to bulk edit:
   • Medications
   • Conditions 
   • Allergies
   • Vaccinations
   • Procedures
   • Visits
4. Click Bulk edit.
   • To edit everything in the list, click Select all. 
   • To edit only a few items, click the ones you want to bulk edit.
5. Choose one of the following:
   • Status: You can change the item to inactive or active. Then click Update. 
   • Delete: Click Delete.

💡 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.

📣 Got feedback or ideas you want Primary Record to consider? We’re here to listen 👂 and learn from you!