Managing & Sharing Documents

The Documents tab, located within the Docs & Forms section of a patient's profile, allows Team Members to securely upload and manage patient-related documents.

You can:

• 🆕 Upload new documents (PDF format)

• ✏️ Edit titles and descriptions

• 👀 Choose whether a document is shared with the patient or kept internal

• 🔍 View, hide, or delete documents at any time

📂 Accessing the Documents Tab

From a patient’s profile:

1. Navigate to Docs & Forms

2. Click on the Documents tab

3. You'll see a list of all documents that have been uploaded, with columns for:

   • Title

   • Description

   • Visibility (Share/Hide)

   • Created By

   • Created At

➕ Adding a New Document

To upload a new document:

1. Click the + New button

2. Enter a Title and Description

3. Upload a PDF file

4. Choose whether to Share with Patient (default: ON)

5. Click Save

📌 If "Share with Patient" is ticked:

• Patients can both view and download any documents shared with them in the patient's app and web portal via their My Documents section

⚙️ Managing Documents

Click the ••• menu next to any document to:

• 👁 View the document

• ✏️ Edit the title, description, or visibility

• 🚫 Hide the document (removes it from patient view but keeps it stored)

• 🗑 Delete the document permanently (this action cannot be undone)

Visibility options allow you to control whether a document is:

• Shared — visible to the patient

• Hidden — stored but not visible to the patient

👤 Patient View

If a document is marked as Shared, the patient will see it in the Documents section of their app or web portal, where they can:

• View the title and description

• Tap to open or download the PDF

✅ Tips

• Only PDF documents can be uploaded

• You can hide documents at any time from Patient view without deleting them