Documents & records

The Documents page is a unified workspace. The former standalone Prescriptions and Medical Tests tabs have been retired; current clinical files, generated records, forms, and supporting uploads are handled in one browser.

This file-and-form workflow is separate from the structured baseline you edit under Profile → Medical Info. See Medical information.

Browsing your documents

Open Documents in the provider workspace. You can search document titles, descriptions, and filenames, then select a row to open the in-app viewer or use its download action. In staff views, client folders group documents and pending work by client. As a client, you open your own document list directly.

You only receive documents the provider has made visible to you, plus your own permitted uploads and assigned work. A file belonging to another client or a different provider workspace is not available to your account.

Uploading a document

Select Upload document to add a file to your record. Give it a useful title and, when offered, a category, description, or appointment association. The provider may need to review a client upload before treating it as an authoritative clinical record.

Uploaded files can contain sensitive information. Confirm that you are in the correct provider workspace and upload only the material the provider requested.

Assigned items appear above the document list with a Pending label. Select Fill or Sign (depending on the item) to complete the requested fields and submit them. A completed item is added to the record and may enter a review workflow for the care team.

Providers can generate records from official clinic templates or reusable community templates. As a client, you complete only templates assigned to you; template creation and clinical review are staff responsibilities.

Review status and corrections

Documents can move through statuses such as draft, pending review, reviewed, superseded, or entered in error. Staff control review and client visibility. When staff correct a record through the supported correction workflow, the old version is retained as superseded and the replacement becomes the current record rather than silently overwriting history.

Notes from your care team

When the provider exposes care-team notes on the Documents page, they appear in a read-only section for clients. Not every internal note is necessarily visible to the client; visibility follows the record and provider policy.

Who can see the record

Provider workspaces are isolated from one another. Inside a clinic, admins and authorized staff follow the clinic's chart-access policy. Documents use a stricter rule than the rest of an open-chart clinic: a practitioner always needs primary or secondary care-team membership, or an unexpired audited break-glass grant, to access document metadata or files. Appointments, conversations, prescriptions, tests, and uploads are not direct access sources, although booking, staff-created appointments, and new conversations can enroll a practitioner into the care team.