Referrals, results, photos and scans go on the Documents section rather than in an email folder nobody else can find. Files are small by design, so phone photos usually need shrinking first.
Upload a document
Anything you'd once have filed in a folder goes on the patient's Documents section: referral letters, results, photos, scans, spreadsheets. Accepted files are images, PDFs, Word and Excel files, CSV and text files, and DICOM scans. Each file is limited to 512 KB, or 20 MB for a DICOM scan; a bigger one is refused with its size, for example knee-photo.jpg is 2 MB; documents can be up to 512 KB, so photos from a phone usually need shrinking first. Files sent during a telehealth call have a separate limit of 1 MB and are kept for 7 days, so save anything from a call here if you need to keep it.
Choose the file
Use the upload button on the section and pick the file. Its name and size are shown.
Add a Description and a Case
Both optional, both worth doing: the description is what you'll search by later, for example Referral letter from Dr Nair, Jan 2026, and the case keeps the file with its episode of care.
Upload
The file is sorted into a category from its type and appears in the list with the date.
Find, view and download
The filters across the top are All, images, PDFs, DICOM, Lab results, Referrals, Telehealth (recordings and files from video sessions) and Other, each with a count. Select a document to preview it; images and PDFs open in place and a DICOM file opens in the scan viewer. The description can be edited from the preview. Download saves a copy.
Archive moves a document out of the current list into the archived list below, where it can be restored; nothing is deleted. Documents are removed for good only when the patient is deleted. Every view and download is recorded in the patient's History.