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Work with a patient's file

Open a patient's file to see their history, upload reports, and read their lab results and archive.

Web portalAppFor: Doctors, Assistants

Open the file

  1. 1

    Find the patient

    On the Patients tab, tap the patient.

    A patient's file with clinical overview, location and insurance, labels and actions
  2. 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. 1

    Upload a report

    Choose Lab Test or Scan, name the report, set its date and attach PDF or image files.

    Tap Upload Report.

  2. 2

    Lab results

    Uploaded lab reports are read automatically into a table of results over time.

    Tap Lab Results.

  3. 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.

    Tap Archive.

Questions and answers

Which files can I upload?

PDF or image files, as a Lab Test or a Scan.

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

WhatWeb portalApp
Lab resultsView, correct values, read the file againView
From the fileArchive and report upload as quick actionsBook Visit, Lab Results, Archive and Upload Report buttons

What's next

Updated: 18 October 2026

Still stuck?

Our team answers on WhatsApp and email.