> For the complete documentation index, see [llms.txt](https://docs.welkinhealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.welkinhealth.com/care/documents/documentmanagement.md). # 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://docs.welkinhealth.com/integrations/docusign/docusign-overview-care). ## 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://docs.welkinhealth.com/integrations/docusign/docusign-overview-care) – electronic signature integration * [Configure Document Types](https://docs.welkinhealth.com/designer/documents-and-assessments/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 This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.welkinhealth.com/care/documents/documentmanagement.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. 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.