Work with a patient's file
Open a patient's file to see their history, upload reports, and read their lab results and archive.
Open the file
- 1
Find the patient
Go to Patients and click the patient.
- 2
What the file shows
Contact details, a clinical overview you can edit, labels, insurance, and a timeline of every visit, medicine, report and comment, which you can filter.
Reports and results
- 1
Upload a report
Choose Lab Test or Scan, name the report, set its date and attach PDF or image files.
Click Upload General Reports.
- 2
Lab results
Uploaded lab reports are read automatically into a table of results over time.
View Lab Results opens the table. From a lab report you can correct the values it read, or read the file again.
- 3
Older records
Keep the patient's older paper or PDF records in the archive. On plans that include it, an AI summary of the archive is written for you.
Click Archived Documents.
Questions and answers
Which files can I upload?
PDF or image files, as a Lab Test or a Scan.
A lab value was read wrong. Can I fix it?
Yes. From the lab report, correct the values it read, or read the file again.
Why is there no AI summary of the archive?
The AI summary is written on plans that include it.
On the web vs in the app
| What | Web portal | App |
|---|---|---|
| Lab results | View, correct values, read the file again | View |
| From the file | Archive and report upload as quick actions | Book Visit, Lab Results, Archive and Upload Report buttons |
What's next
Updated: 18 October 2026
Still stuck?
Our team answers on WhatsApp and email.