Open the right record area
Clinic team members use Documents. Patients use My Records for records they own across clinics.
Open DocumentsOrganize and share records
Upload, find, preview, organize, and share documents while keeping access deliberate and easy to review.
By the end, you can✓ Find the right record quickly✓ Use folders and search✓ Share and revoke access safely
Find and view documents
Documents and My Records use the same familiar list and preview experience.
Search and filter
Search by name or available document text, then narrow by category, status, date, or folder.
Preview safely
Open the preview to move between pages or DICOM frames, zoom, and review available details. Download and print are unavailable.
Preview medical imaging
Supported DICOM images open directly from Documents and My Records.
Upload the original image
Choose the DICOM file exactly as supplied, including .dcm files and files without an extension. The file is recognized automatically; no renaming or file-type selection is needed.
Allow the preview to prepare
Safety checks run before the image becomes available. Open the record to see its progress; the preview appears once preparation finishes.
Move between frames
Use the frame thumbnails and zoom, rotate, brightness and contrast controls. Use Go to frame to reach any supported frame. New frame previews prepare automatically as needed.
Browse studies and play cine
Choose DICOM studies in Documents or My Records, then open a study, series and image. Play cine cycles through frames. Open Image tools for zoom, rotation, brightness and contrast.
Connect a clinic imaging server
Clinic administrators can open Connection settings in DICOM studies, enter the approved DICOMweb server address and credentials, choose staff access and save. Choose Connected imaging server to browse that source. Patient-owned studies remain separate.
Follow a preview message
If a frame could not load, use its retry control. If the file is damaged or its imaging format is unsupported, request a fresh supported export from the source.
Read documents, exports and media
The viewer selects the supported preview automatically.
Read every page
PDF, multipage TIFF, office and RTF documents support page navigation. Use Go to page for large files; a page prepares automatically when requested.
Read clinical exports
TXT, CSV, TSV, JSON, XML, FHIR, CDA, CCDA and HL7 files open as readable text or tables. Use page and column navigation, line wrapping, and current-page search. Opening an export does not import it into a clinical record.
Play recordings and animations
Supported audio, video, GIF and animated WebP previews include playback, seeking, speed and loop controls. Press Play to begin; playback never starts automatically.
Handle a preview error
Retry a loading error. For a malformed, unsafe, oversized or unsupported export, follow the message and obtain a corrected file from its source.
Keep records organized
A small amount of organization makes later care easier.
Use clear names
Choose a name that helps people recognize the record without opening it.
Choose a category
Confirm or correct the suggested category so filters remain useful.
Use folders
Move related records into folders without changing their clinical category.
Common questions
Why is my document still processing?
New uploads are checked and prepared for safe preview. An open preview updates when preparation finishes. If processing fails, follow the message shown or contact your administrator.
Do I need to rename an imaging file before uploading?
No. Supported DICOM images are recognized from the file itself, including .dcm files and files with no extension. Open the record after preparation to see the frame preview.
How do I open more imaging frames?
Larger files prepare frames as you request them. Use Go to frame for any supported frame, or open DICOM studies to browse the studies, series and images you can access. A preparing message updates when the frame is ready.
Why can’t I download or print?
The current records experience is preview-first. Some original-file and print actions are intentionally unavailable.
Does deleting a document remove it immediately?
A deleted document may first move to the recycle bin and may remain protected by retention or legal-hold rules.
Guide 05Book and manage appointments
Help patients find care, choose an available time, prepare for the visit, and respond to changes or waitlist offers.
→Guide 06Follow the care journeyUnderstand check-in, secure care messages, consultation tasks, visit instructions, follow-up, and what each status means.
→Guide 02Set up your clinic and teamLaunch a clinic with the guided setup, keep its profile accurate, invite colleagues, and choose settings that match the way your organization works.
→Guide 10Practise in your Demo ClinicEvery clinic and hospital has a practice copy filled with made-up patients and staff. Train somebody in it, try something before you do it for real, and see it exactly the way your own role sees your real clinic.
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