What you can do here
Documents and prescriptions
Use the switch at the top to move between uploaded documents and issued prescriptions. A verified internal issue may appear while the consultation remains open; it does not mean the prescription was sent to a pharmacy, accepted, filled, or delivered as a notification.
Upload your documents
Drag files onto the upload area or press Choose files. Pick a category first, then add one or more documents. Each upload is virus-scanned before it can be opened, and a live badge shows Scanning, Preparing or Ready.
View them in place
Open a Ready record to read it in the built-in viewer, without leaving the page or downloading anything. Zoom, rotate, move between pages, and search the text inside the document. The viewer is for preview only, so download and print controls are not available.
Browse as a grid or a list
Switch between a thumbnail grid and a compact list, and filter by category. Open any record's details to see its history and manage sharing.
Search by name and content
Use the search box in the toolbar to find a record by its name, tag, or the text inside it. Search spans every folder, and the list narrows as you type with a clear message when nothing matches so you are never left with an empty screen.
Sort the list
Sort by date added, title, category, status or number of versions. In list view you can also click a column heading to sort by it, and click again to reverse the order.
Quick actions and rename
Right-click a record, or use the actions button on its card, to Rename, Duplicate, Move to folder, Share or Delete it without opening details. Duplicate makes a fresh copy titled “Copy of ...”. In list view you can also double-click a name to rename it.
Folders
Group your records into folders, separate from their category. Press New folder to create one, open a folder to see what is inside, and use the path above the grid to step back up. Move a record with its Move to folder action. Deleting a folder keeps your records and moves them up one level.
Share from the preview
While viewing a record, press Share in the viewer toolbar to choose which clinics can see it, without leaving the preview for its details.
You own them across clinics
Your records live with you, not with a single clinic. The same report can be shared with any clinic you visit, and it stays yours if you leave.
Share only when you choose
Open a record's details to choose which clinics can see it. When access is limited to specific clinicians, that is shown next to the clinic. You can stop sharing at any time; access ends immediately.
Share history
Under Who can see this, open Share history to see which clinics could see a report in the past and when access ended, whether you revoked it or it expired. It is a clear record of who has had access over time.
Recycle bin
Deleting a record moves it to your recycle bin, where it can be restored for a short time before it is removed for good.