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Documents

The Documents tab is where you exchange files with your practice: consent paperwork, instructions, photos, insurance cards, lab results, and anything else the practice asks for.

Documents from the practice​

Documents your practice sends appear under From the practice. Click Open to view one. Some documents ask you to confirm you have read them — these show an "I have read this" button; until you press it, the practice sees the document as still waiting for your acknowledgement, and you may be reminded.

Each document shows its status, for example New — please review and acknowledge, Viewed, or Acknowledged.

Sending documents to the practice​

To send a file, use the upload area: click Choose files, pick up to five files at a time (photos, PDFs, or Word documents, up to 25 MB each), optionally answer "What is this?" with a short note, and click Send to practice.

Files you have sent are listed under Sent by you, each with a status:

  • Processing… — the file is being converted to a safe format for the practice; this usually takes well under a minute.
  • Could not be processed — the file could not be safely converted (for example, a corrupted file); try re-saving or re-photographing it and sending again.
  • Received — the practice has your document.
  • Returned by the practice — the practice sent it back, with their reason shown (for example, a photo that was too blurry to read).

Every file exchanged through the portal is converted to a clean, flattened PDF in an isolated environment before staff open it — see Privacy & Security for Patients.