Here are some common terms thrown around in the Primary Record app
Care Team
A place in Primary Record for adding the contact information and notes by type of Care Team member: Support, Insurance, and Providers for each Medical Profile. Care Team can be filtered by type or searched across all types. Multiple Care Team members can be related to easily track the variety of Care Team members one sees at a doctor's office, hospital, or community organization. Care Team contacts can also be added as Collaborators directly **from their Care Team contact.
Collaborator
A User who is invited to access a Medical Profile created by a Primary Organizer. Collaborators can view, edit, and/or comment on the Medical Profiles they are invited into. There are no limits to the number of Collaborators invited to a Medical Profile, and a Collaborator is not required to be a paying User.
Connect
A section within the Medical Profile allows Profile Organizers or Collaborators with edit permissions to search for and add patient portals used in healthcare. They can also view a list of connected portals that have contributed to populating the Health section.
Health
A place inside the Medical Profile where medical information is organized to view, edit, add notes, and link additional information to help keep track of the medical story.
Homebase
A bottom menu feature that lets a User filter and see recent activities for selected Medical Profiles. Homebase acts as an activity feed, helping Users stay updated. It also offers a search to find when medical information was added or edited in selected Medical Profiles. A User or Collaborator can click on the activity message in Homebase to view further details and leave a comment.
Link
The term used at Primary Record when an Organizer or Collaborator with edit permissions associates health information in a Medical Profile to help understand who, why, or what. A Profile Organizer or Collaborator with edit permissions can Link:
- Medication to the prescribers, pharmacy, visits, or condition the medication manages.
- Conditions to the Care Team members who diagnosed or manage as well as the medication used.
- Visits to the Care Team member present and what medication or condition was discussed.
Manage
A Profile Organizer can add or invite a User within the Medical Profile under Manage. Once added, this User becomes a Collaborator, to whom the Profile Organizer can grant view access and edit permissions by selecting specific areas of the Medical Profile where they need the Collaborator's help.
Medical Profile
A Medical Profile is a digital binder or file folder for storing and organizing medical records for oneself or a family member in one place. In a Medical Profile, an Organizer can add health information, connect to patient portals, invite Collaborators to view or help keep the Medical Profile updated, and add Notes.
My Account
A bottom menu feature in Primary Record that allows Users to access their Account information, request support, and learn about the app's version, Terms of Service, and Privacy Policy. It also allows Users to provide feedback, view Primary Record’s roadmap of future features, and manage their subscription to Primary Record.
Notes
A menu navigation feature that allows Users to capture something being said or given to them quickly. Notes can capture text, images, and files and can be organized with tags such as 'Care Plan,’ 'Financial,' 'Legal,' 'Research,' or 'Symptoms’. Notes in this area of Primary Record are only visible to the User but can be moved to a Medical Profile to keep information organized and accessible to Collaborators who may need to view or comment on them.
Notes (on Medical Profile)
A place inside the Medical Profile where all the Notes attached to the Medical Profile, Medications, Conditions, Visits, Allergies, and Care Team can be searched and viewed.
Profiles
A bottom menu feature that lets a User navigate to the Medical Profiles they manage or that are shared with them.
Profile Organizer
A User is designated as a Profile Organizer when they create their first Medical Profile to share. Each Primary Record User can be the Profile Organizer of one Medical Profile for free. A Profile Organizer can subscribe to add up to six Medical Profiles. As a Profile Organizer, the User also handles billing, sharing, transferring, and updating Collaborator permissions of Medical Profiles for viewing and editing.
Subscription Plan
A subscription plan allows Users to access premium features of Primary Record. Plans are designed for an individual or family, with each choosing how long to engage the premium services of Primary Record. A Family subscription plan allows someone to get started by building up to six medical profiles to manage.
User
A person aged 13 or older who registers for an account using a valid email and accesses Primary Record through their mobile phone or website at primaryrecord.app. A User can be a Profile Organizer or a Collaborator.
1up Health
A business that Primary Record licenses to help Users access electronic medical information stored in patient portals. A subscription plan is required to connect and collect medical information from unlimited patient portals for each Medical Profile. The medical data pulled in is automatically organized in the Medical Profile under Health.