Is Primary Record secure?

Security isn't a single yes/no, but Primary Record is SOC 2 Type II compliant. SOC2C verifies its compliance posture and shows how strongly each fact is proven.

Does Primary Record have a bug bounty or vulnerability disclosure program?

Primary Record hasn't listed a bug bounty or vulnerability disclosure program on SOC2C. Many companies accept security reports at security@primaryrecord.com or via a /security page (Primary Record lists a security contact).

Who are Primary Record's subprocessors?

Primary Record lists 9 subprocessors on its trust center, including Amazon Web Services, Stripe, GitHub, Google Drive, Google Workspace. Buyers use this for fourth-party risk review.

Where does Primary Record host or store data?

Primary Record hosts on AWS. Data residency details are on its trust center.

Where is Primary Record's trust center or security page?

Primary Record's trust center is at https://trust.primaryrecord.com. Its verified SOC 2 status, frameworks, and documents are summarized on its SOC2C profile.

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Primary Record

primaryrecord.com · United States · Security contact

Security overview Compliance Penetration test

Trust level

Listed

Unverified

Listed

Domain

Report

Live

Sourced from public information. Not yet verified by the company.

Primary Record is SOC 2 Type II compliant.

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Framework

Auditor

Last report

Renewal

View official trust center ↗

About

Primary Record is an app designed for families to have one secure place to organize, collaborate, and share health information – bringing together invaluable information scattered across patient portals, three-ring binders, and post-it notes. With confidence, family members and trusted advocates are empowered to organize medical information for seamless sharing, enabling them to quickly retell the health journey before, between, and after appointments. At Primary Record, Trust is our #1 priority. Trust includes customers and partners knowing that interactions with Primary Record are private an

Compliance & infrastructure

SOC 2 Type II

Hosting

AWS

Documents

Subprocessors

A
Amazon Web Services · Cloud provider
S
Stripe · Finance and payments
G
GitHub · Version control
G
Google Drive · Document management
G
Google Workspace · Identity provider
H
HubSpot · Marketing
N
Notion · Collaboration
V
Vanta · Security
C
Checkr · Employee management

Compliance leadership

The person who leads Primary Record's SOC 2 isn't listed yet. Claim this profile to add it.

Penetration test

Unknown. Primary Record's penetration test vendor isn't listed yet.

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Recent updates

Loss of service for patient portal integrations servicesOct 2025

There was a disruption in service for customers using the Patient Portal integration services from 1up Health. This was documented, communicated, and resolved in 45 minutes from 10/1/2025 4:30 pm to 5:15 pm EST.

This listing is partial

6/11 details · 55%

SOC2C shows the verified essentials. 5 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.

Auditorraises trust
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Report dateraises trust
Add your most recent report period so buyers see how current your SOC 2 is.
Renewal date
Add your renewal window so buyers know your coverage is active.
Other certifications
List your other frameworks (ISO 27001, HIPAA, PCI DSS) the way your trust center does.
Security controls
Confirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.

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Frequently asked

Is Primary Record SOC 2 compliant?

Primary Record is SOC 2 Type II compliant. On SOC2C this listing is Listed.

Is Primary Record SOC 2 Type I or Type II?

Primary Record is SOC 2 Type II compliant. A Type II report covers how security controls operated over a period (typically 3 to 12 months), a stronger signal than a point-in-time Type I.

Can I use Primary Record's SOC 2 for a vendor risk assessment?

Yes. Primary Record's SOC 2 status, frameworks, auditor, and renewal timing are on SOC2C for vendor risk and security reviews. Request the underlying report through SOC2C to complete your third-party risk file.

Is Primary Record penetration tested?

Primary Record hasn't listed its penetration testing on SOC2C yet. SOC 2 Type II programs typically include periodic third-party penetration tests; the company can add who performed theirs.

Can I get Primary Record's SOC 2 report?

Primary Record's SOC 2 report is available on request. Request access through SOC2C and we coordinate the company-side NDA and delivery.

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Answers published by Primary Record

Reproduced from Primary Record's own trust center. These are the company's statements about its security practices — SOC2C has not tested or verified them, and they may have changed since we last read the page. Check the source ↗

How do you handle the data we collect?

All data colected or provided by customers and partners is classified sensitive and stored and accessed only by those in Primary Record that require access to serve the customer are given permission to work with the data. Those employees have a legal responsibility to not share that infromion.

Is Primary Record covered by HIPPA or FTC?

Because Primary Record is a consumer application that enables customer to collect data via patient portal API access, does not require a prescription from a physician, and is not a healthcare provider that provides health or medical advice, Primary Record abides by the FTC (Federal Trade Commission) law and stays on top of applicable state and federal laws as well as industry-wide best practices related to IT security and data privacy. Learn more at the FTC Mobile Health App Interactive Tool

Where are your servers located?

Primary Record data processing services and data storage are only located in the United States and subject to federal and state privacy laws.

How does Primary Record leverage AI within the product?

The technologies classified as AI used by the Primary Record application are Image labeling, optical character recognition(OCR), natural language processing(NLP), and large language models (LLM). These technologies are used to facilitate gathering, organizing, interpretation, and sharing information related to health and medical records. Primary Record does not train any of these services with customer data and all access to client data is private and restricted by the permissions of the users to access medical profile information.

Do you encrypt data at rest?

Yes, date is encrypted in transit and at rest.

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