SOC2C

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Primary Record

Trust level
Listed
Unverified

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

Primary Record is SOC 2 Type II compliant.

Framework
Auditor
Last report
Renewal
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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

Hosting
AWS

Documents

2

Subprocessors

9
  • 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
    Add the CPA firm that issued your SOC 2 so buyers can verify who signed it.
  • 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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