Updated: August 2026
Store and share files securely. Documents can be clinic-level (for your own records) or patient-level (visible to the patient in their portal).
Go to Documents → Upload (or from a patient's detail page → Documents → Upload).
| Field | Description |
|---|---|
| File | PDF, images, Word, Excel, plain text, or CSV. Other file types are rejected at upload. |
| Name | A descriptive name |
| Scope | Clinic (your records only) or Patient (visible in patient's portal) |
| Patient | If scope is Patient, select which patient |
Click the eye icon to view a document without leaving the app. On the web this opens a preview window; in both mobile apps it opens an in-app viewer. Patients get the same preview in their portal and in the patient app.
Which files preview:
| Format | Preview | Notes |
|---|---|---|
PDF (.pdf) |
Yes | The common case — certificates, forms, reports |
Images (.png, .jpg/.jpeg, .webp, .heic) |
Yes | Any image type |
Everything else (.csv, .json, Word, Excel, plain text, …) |
No | Download only |
Files that can't be previewed simply don't show the eye icon — nothing breaks, and the Download button always works for every format. Preview links are re-issued each time you open one, so a page left open for a long time still works.
Click the document name or the Download button. Downloads use secure time-limited links (presigned URLs) — they expire after a short period. On mobile, Download opens the system share sheet, so you can save the file to Files, send it on, or open it in another app.
Click the Delete icon. This removes both the database record and the file from storage.