# Primary Record

> Primary Record is a Fishers, Indiana health technology company that gives families, caregivers, advocates and community care teams one patient-controlled place to collect records from multiple portals, add the context that clinical charts miss, ask questions with an AI assistant and share a current health story. Its wedge is a freemium family app; its expanding business is professional software and infrastructure for the people coordinating care beyond hospital walls.

- **Founded:** 2020
- **Headquarters:** Fishers, United States
- **Founders:** Jean Ross (Co-founder and CEO), Jim McIntosh (Co-founder and Head of Product)
- **Team size:** Approximately 6 employees in supplied company data; public profiles list the company in the 2-10 employee range.
- **Products:** Primary Record Family, Family Unlimited, Primary Record Professional, Patient-directed interoperability
- **Notable:** First place in the 2025 AMIA/HL7 FHIR App Competition., Named 2024 Indiana Small Business of the Year by the Indiana Economic Development Corporation., Featured in HL7 International's 2026 Setting the World on FHIR case-study series.

## Products & services

- **Primary Record Family** — A shared health home base for importing portal data, uploading documents, recording and transcribing notes, organizing medications and conditions, using AI-assisted search, and sharing permissioned profiles and live reports.
- **Family Unlimited** — A paid family subscription with unlimited portal refreshes, audio-note transcripts, AI Chat Assistant questions and uploads; listed at $13 per month billed annually or $16 month-to-month in August 2026.
- **Primary Record Professional** — A secure client-management and collaboration workspace for care managers, patient advocates, life care planners and community teams, including profiles, messaging, documents, organization roles and client workflows.
- **Patient-directed interoperability** — FHIR-based retrieval and organization of clinical data from connected patient portals, combined with family-entered context and controlled sharing.

## Achievements

- First place in the 2025 AMIA/HL7 FHIR App Competition.
- Named 2024 Indiana Small Business of the Year by the Indiana Economic Development Corporation.
- Featured in HL7 International's 2026 Setting the World on FHIR case-study series.
- Selected as a 2025 Indianapolis Business Journal startup to watch.
- Reported more than 900 families and professionals supported by June 2025.
- Built patient-portal connectivity reaching sources representing approximately 80% of U.S. hospital capacity through its 2026 HealthCall partnership description.

## Latest updates

- **2026-08** — Announced a formal integration partnership with HealthCall for mobile integrated health and community paramedicine.
- **2026-07** — Release notes added physicians' notes imported from patient portals.
- **2026-04** — Published its rural-health interoperability thesis after the 2025 FHIR competition win and subsequent HL7 and ViVE appearances.
- **2026-03** — Rolled out the Fasten Health patient-portal connection.
- **2025-11** — Won first place in the AMIA/HL7 FHIR App Competition and announced its Fasten Health partnership.

## Links

- Website: https://www.primaryrecord.com/
- LinkedIn: https://www.linkedin.com/company/primary-record/
- Twitter/X: https://x.com/PrimaryRecord
- YouTube: https://www.youtube.com/@primaryrecord
- Instagram: https://www.instagram.com/primaryrecord/
- Facebook: https://www.facebook.com/primaryrecord/

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Profile page: https://yespress.io/primary-record
Published by YesPress — https://yespress.io
Last updated: 2026-08-22