Family Feedback

It would be nice to have a date of death field in the client record. This field should stop the progression of age for that family member, to ensure accuracy going forward. (Meaning, if they were born 80 years ago, died, and their birthday is coming up, it won't show them as being 81 when that date occurs.) I don't know how long I would keep a family member's information in the app, but I imagine it could be useful for at least some period of time. Thanks.

When the portal connects, every encounter (from lab to telephone call to office visit) is connected. This is good information however, would be helpful to categorize (by color, title) what the specific encounter is for (ie Blue designates Provider office visit, yellow designates. nursing visit, red designates lab, orange telephone call etc).

As a spouse, I want to help create a quick list of all the doctors being seen. On this list, I want to be able to relay to a new doctor, the other doctor's names, specialty, contact (phone, fax) and any special description I have put in about what this doctor or provider does for my family member.

When I connected my patient portal, I noticed it did not populate anything in my Medical Profile's Care Team. To save me time, could doctors my family sees be quickly added to the Primary Record from the patient portal?

After connecting a patient portal, I am lost on what I need to do next. After speaking with Jean, I now see how much information was pulled using the new law letting me download health data out of my patient portal. It would be nice if Primary Record could show me what they found out about me so I know what I need to correct or recognize how I can use Primary Record to recall information for me.

I am constantly reviewing the same Activity notes because it isn't clear to me when they were entered. If Activity was broken down into weeks, with input for days seen, it would alleviate some frustration. I'm not the most computer savvy. The easier the better.

Ability to send calendar invitations for doctor's visits to my calendar or to specific members of the Care Team with options for Required or Optional so that their personal calendars have the relevant information. This could be very useful if we are managing on behalf of the patient the availability of members of the Care Team to accompany the patient in the visit.

I added an "update" in the Comments section of a previously entered Note. I realized I misspelled something in my Comment, but when I go to Edit the Note, it only shows the original note. I would like to be able to edit my updates or Comments I put on Notes.

Would like to be able to use AI tool to search internal physician/care coordinator notes and make summary about a specific condition over a course of time (ie how many episodes of fever did pt have between Sept 2024 and June 2025).

When I have doctors that set reoccuring appointments, my upcoming appointment list can get to be long. So, to see what appointment I have soon, I have to scroll all the way down to prepare for it. Can you order the upcoming so that the one that is coming up soon is 1st and the ones that are later in the year are farther down?