Share information with your clients and send messages

You can send messages or files, or share information across clients or from your own notes. 

Send messages or files to your clients

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Choose one or more clients to whom you want to send a message or file.
3. Click Send and choose one of the following:
   1. Message:  Type the message you want to send.
   2. Files: Click Files. Choose the file you want to send, and click Open. 
4. If the file or message is sent successfully, you’ll see a message that it was sent.

Share a Care Team contact, note, or visit with a client 

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Choose one or more clients with whom you want to share a Care Team Contact, Note, or Visit.
3. Choose the contact, note, or visit you want to share. 
4. Click Share.