# Document Management ## Overview Document management in Welkin allows care teams to upload, organize, view, and share documents attached to patient records. Common document types include consent forms, referral letters, lab results, insurance cards, and signed agreements. ## Accessing Patient Documents 1. Open the patient profile 2. Navigate to the **Documents** tab 3. All documents attached to this patient are listed with their name, type, upload date, and uploader ## Viewing a Document Click on any document in the list to open a preview or download it to your device. ## Document Categories Documents are organized by **category** (document type). Categories are configured by your organization in Designer. Common categories include: * Signed Consents * Lab Results * Insurance Documents * Clinical Notes / Referrals * Identity Documents ## Uploading Documents To upload a new document to a patient record, see [Upload Documents](/care/documents/upload-documents.md). ## Document Expiration Documents can be configured with an **expiration date** (e.g., for consent forms that must be renewed annually). Expired documents are flagged in the document list and may trigger automated renewal reminders. ## DocuSign Integration If your organization uses DocuSign for electronic signatures, signed documents are automatically attached to the patient's record upon completion. See [DocuSign Overview (Care)](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/integrations/docusign-overview-care.md). ## Permissions Access to documents is controlled by role. Care team members may be restricted to viewing only documents in certain categories. Contact your administrator if you need access to a document type you cannot see. *** ## Related Topics * [Upload Documents](/care/documents/upload-documents.md) – uploading documents to patient records * [DocuSign Overview (Care)](https://github.com/welkincloud-io/welkin-docs/blob/master/kb/integrations/docusign-overview-care.md) – electronic signature integration * [Configure Document Types](https://welkin-health-1.gitbook.io/welkin-health-docs/designer/document-types-how-to-configure) – configuring document types in Designer * [Patient Profile](/care/patients/patient-profile.md) – patient records overview * [Roles](/care/getting-started/roles.md) – document access control {% embed url="" %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.welkinhealth.com/care/documents/documentmanagement.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.