How do I connect my patient portals?

Connect->Add Patient Portal->Search

To link your Patient Portals:

  • Go to Profiles and pick the profile you want to connect.
  • Click on the connect tab.
  • Hit the "add patient portal" button.
  • Type in the name of your health system (not the specific hospital). For example, if you want to link to Community Hospital North in Indianapolis, search for Community Health Network.
  • If you can't find your health system, just give us a shout! Some places still need to get the hang of sharing info the right way.
  • Once you find the correct health system, click it!
  • Log in like you normally do for your patient portal.
  • The steps from here might change based on your hospital's system. It's usually straightforward, though. In EPIC (MyChart), it looks like this.
    • You might see a screen asking to grant access to 1up Health, our data partners. They're the folks who gather info for us and they're awesome!
    • The next screen shows what type of info gets shared. Check all the boxes for more data.
    • They might ask how long 1up Health can access your info. I usually choose the longest time to avoid signing in too often.
    • Click Allow Access
  • Now, we wait! It might take a bit depending on the data and source. Check back in about 5 minutes, and everything should be loaded up!

Here is a link to a Loom Video

 

Just a heads up, you'll need to organize the info you get to make the most of Primary Record. If a place shares info well, you can get a bunch of useful stuff!

 

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If you don’t find what you are looking for, please let us know at support@primaryrecord.com or text or call (317) 210-0644.


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