Patient Portal Documents

Upload documents

Images, documents, and other files can be uploaded directly to your healthcare provider using the Documents section of the PHR. Use this tool to upload insurance cards, lab results from other providers, and other important healthcare information that you want to send to your provider.

Log in to the PHR and select Documents from the main menu header.

Screenshot 2024-08-30 095224.png

Here, you can find all the documents you've uploaded, along with those added by the practice. Click + Document to add.

Screenshot 2025-08-18 120038.png

Choose file

Complete the following fields:

  • Location: The location where you see your provider if they have multiple locations.
  • Doctor: The name of the provider you want to send this file to.
  • Title: allows the provider to quickly view what kind of file you are sending.
  • Description: allows you to include any details about the file.  

Screenshot 2025-09-11 100201.png

Click Choose File and locate the file in your device's library.

Screenshot 2025-09-11 100228.png

Once the file is chosen, click Save Document to complete the upload. 

Screenshot 2025-09-11 100256.png

Sent document

It will now be listed under Patient Portal Documents, and your provider will automatically be notified of the new document for their review.

Screenshot 2024-08-30 095849.png

Delete documents

Click the garbage can icon to the right of the document that you want to remove.

Screenshot 2024-08-30 100145.png

Click Delete to confirm. This document will be marked deleted in your PHR account, but the provider you sent it to will still have access to it.

Screenshot 2024-08-30 100235.png

Documents uploaded by the practice

When a user from the practice uploads images from the EHR, they are visible within the Patient Documents tab. To see the document, click View.

If you choose you do not want the form in your portal, please contact your provider.

Screenshot 2024-08-30 100355.png

Still, need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
1 out of 5 found this helpful