Guide 07

Organize and share records

Upload, find, preview, organize, and share documents while keeping access deliberate and easy to review.

ForPatients and clinic teamsTime8 minutes

By the end, you can✓ Find the right record quickly✓ Use folders and search✓ Share and revoke access safely

Find and view documents

Documents and My Records use the same familiar list and preview experience.

Clinic team members use Documents. Patients use My Records for records they own across clinics.

Search by name or available document text, then narrow by category, status, date, or folder.

Open the preview to move between pages, zoom, and review available details. Download and print may be unavailable.

A small amount of organization makes later care easier.

Choose a name that helps people recognize the record without opening it.

Confirm or correct the suggested category so filters remain useful.

Move related records into folders without changing their clinical category.

Self-help

Why is my document still processing?

New uploads are checked and prepared for safe preview. Refresh later; if processing fails, follow the message shown or contact your administrator.

Why can’t I download or print?

The current records experience is preview-first. Some original-file and print actions are intentionally unavailable.

Does deleting a document remove it immediately?

A deleted document may first move to the recycle bin and may remain protected by retention or legal-hold rules.

Continue learning

Help patients find care, choose an available time, prepare for the visit, and respond to changes or waitlist offers.

Understand check-in, secure care messages, consultation tasks, visit instructions, follow-up, and what each status means.

Launch a clinic with the guided setup, keep its profile accurate, invite colleagues, and choose settings that match the way your organization works.