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

Click + Document.

Screenshot 2024-08-30 095232.png

Choose file

All fields on this screen are required. 

  • 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 2024-08-30 095447.png

Click Save Document

Screenshot 2024-08-28 102112 - Copy.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 2 found this helpful