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Records overview

Store labs, documents, and health files in one library.

Last updated 2026-08-19

Overview

Records is your document library for PDFs, images, and other health files you want alongside daily tracking.

Use it for lab exports, visit summaries, referral letters, and anything you would otherwise keep in email or camera roll.

Why use it

Centralizing documents makes visit prep and caregiver sharing less stressful.

Where to find it

Open a record

How to

  1. 1
    Open Records

    Go to Records from navigation or Quick Dial.

    Records
  2. 2
    Browse existing files

    Scan titles, dates, and categories already uploaded.

    existing
  3. 3
    Upload or capture

    Add a new file from device storage or camera where available.

    Upload
    capture
  4. 4
    Open a record

    Review details and keep it ready for appointments or Care Wallet use.

    Open a record

Buttons & controls

ControlWhat it does
UploadAdds a new document.
Camera capturePhotographs a paper record when camera permission is allowed.
Search / filterFinds documents by name or type when available.

Tips

Notes

Troubleshooting

Upload fails

Check file size/network, retry, and confirm you are signed in. Try a PDF export if a photo is blurry or too large.

See related articles linked from this topic for the next steps.

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