Primary Record lets you document and organize health-related information, reminders, and questions, providing a centralized and accessible place for all your notes.
A Visual Video Explaining Notes
Adding a New Note
You can create a note only you can see or a note under a Profile you have access.
Create a Note Just for You
To add a note that is visible only to you, simply find and click on the "Notes" section located on the bottom navigation bar or sidebar.
- To create a new note, simply click on the "+" button or select the "Add Note" option.
- Give your note a title and jot down any details you want to remember, whether it's questions, reminders, or health-related information.
- You can also include photos and files.
- If you prefer not to type, you can use the red microphone to record an audio note. Once saved, the audio note will be transcribed and searchable via the Chat Assistant.
View and Edit Notes
- Select any note from the list to view its details.
- To edit a note, click on the note, make your changes, and save the update.
Organize Notes by Family Members
For better organization, you can tag notes with categories or move them from your notes section to specific family members.
To Move a Note for Others to See on the Family member's Profile
- Open the personal Note you want to move.
- Select the option to move the note.
- Choose the family member to whom you want to assign the note.
- You can add labels to make your notes more organized
The note will now appear under the selected family member’s profile under their Notes.
For adding a Note Directly on a Profile
1. Click on the Profile
2. On the top navigation, select Notes
3. Add (+) Note
4. Title your Note
5. Type out what you want to remember, attach a file or image, take a picture, or hit the red microphone to record an audio file.
Search All Notes
- Use the search bar within the Notes section to quickly find specific notes.
- Enter keywords related to the note you are looking for, and the search results will display relevant notes.
Use the Chat Assistant
For a more efficient way to find information, use the chat assistant feature. Ask the assistant specific questions about your notes, such as “What was the decision about my surgery's prior authorization?” The assistant will search through your Primary Record and provide a summary, along with a direct link to the relevant note.
Review and Manage Notes
Regularly review your notes to keep track of important information. Delete any no longer needed notes to keep your notes section uncluttered.
By following these steps, you can effectively use the Notes feature in Primary Record to stay organized and ensure you have all the necessary health information at your fingertips. If you have any further questions, feel free to reach out for more assistance. Thank you for using Primary Record!