Use notes with your Medical Profile

Use notes in Primary Record to stay organized and make sure you have all the necessary health information right when you need them. 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.

Important: The Chat Assistant can access the information in a note, and you can control whether collaborators can view or edit notes in a profile.

Create a note only for yourself

To type 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 main menu, click Notes. 
3. On the bottom of the page, click Add Note.
4. Type a title for your note.
5. Then type 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.

Organize notes by categories

For better organization, you can tag notes with categories or move them from your notes section to a specific Medical Profile so their family members or other collaborators can see them.

Tip: Regularly review your notes to keep track of important information. Delete any notes that you no longer need so that the section stays organized.

Add a note directly to a Medical Profile

To help keep you organized and remember important information related to your medical records, you can add notes to a Medical Profile.

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Profiles > Choose the Medical Profile to which you want to add a note.
3. Click Notes > Add Note.
4. Type a title for your note.
5. Then type 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.

Move a personal note to a Medical Profile

You can move a note you made for yourself to a specific 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 Notes. 
3. Choose the personal note to yourself that you want to move.
4. Click More > Move Note > Select Profile.
5. Choose the Medical Profile to whom you want to assign the note.
6. To organize the note some more, you can add a category.
7. Click Move Note.
8. The note will now be in that Medical Profile’s notes.

Search all notes

To quickly find specific notes, search for keywords that you would have wrote or said.

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 Notes. 
3. At the top of the Notes section, click the search bar and type the keywords related to the note you’re looking for.
4. The search results will display relevant notes.

Use the Chat Assistant to search notes

For an easier way to find information, use the Chat Assistant feature. Ask the Assistant specific questions about your notes, like “What was the decision about my surgery’s prior authorization?” The Assistant will search through your Primary Record and provide a summary as well as a link to the relevant note.