September 3, 2024 – New Free Tier Limits

1 min read

Updated on November 11, 2024

๐Ÿ†• New Features

List Sorting Controls

Users can now sort all the lists of medical information in a profile by date and alphabetical order. This can help them compare lists or view the order in which medications, conditions, allergies, visits, etc. were added or encountered.


Loading a file tracked as an activity

When users load files, their activity appears in the recent activity list. This helps other collaborators know when new information has been added outside of the profile medical resources. Collaborators can comment and link to the resource directly from that activity.


Free tier updates to metered usage

Chat AssistantAn AI powered chat focused on health and medical topics that allows users to ask questions of clinical data, notes, and files stored in the medical profile that is aware of the users permissions to data and with links to source information when available4 Chats/Profile/mo
Patient Portal IntegrationA connection to healthcare patient portals that retrieved all the clinical data from for the person who authenticates.4 Portal refreshes/Profile /mo
Audio NotesRecording and audio directly into a note that is transcribed and made searchable via the AI assistant.Audio files do count against the monthly data usage.4 audio recordings/Profile/mo
FilesSupport for 70+ file types that include images, text, and audio that are all processed and summarized for search via the Chat Assistant500 MB/Profile/mo

๐Ÿ› Issues Resolved

Managing encrypted PDF files

Removed the requirement for provider specialty

๐Ÿ’ก Weโ€™re committed to customer success and simplifying medical information for individuals, families, and agencies that support them. If you donโ€™t find what you are looking for, please let us know atย support@primaryrecord.comย or (317) 210-0644.