Overview
We have enhanced our document sharing capabilities to make it easier for clinicians and patients to exchange files securely. This new feature allows for two-way sharing: clinicians can share documents with patients and patients can share documents with clinicians directly through the mobile app.
Document Types & Examples
Medical records
Lab results
Insurance information
Educational resources
ID cards
Prescriptions
Treatment plans
Payment receipts
Using Document Sharing
For Clinicians:
Sharing Documents with Patients
Navigate to the Documents tab in the patient's profile
Click "Upload New" in the top right corner
Enter a document name
Click or drag a file to upload
Click "Upload document"
Use the Actions dropdown to toggle on "Visible to the Patient"
For Patients:
Viewing Shared Documents
Open the mobile app
Tap "View documents" from the main menu
Documents are organized into two sections:
"Shared by your clinic": Documents your healthcare team has shared with you
"Uploaded by you": Documents you've uploaded
Uploading Documents
Tap "Upload new" in the Documents section
Choose "Select File" or "Choose Photo"
Select the document you want to upload
Tap "Upload"
Document Management Tips
Send a message through the Messenger when sharing important documents since patients will not be automatically notified when a document is uploaded
Request files directly from patients via the Messenger
Use clear, descriptive names for uploaded files
Verify documents before making them visible to patients
Check file size limits (maximum 56 MB per file)
Monitor the "Patient uploads" section regularly for new files