You can upload documents directly to a patient's record in the Welkin Care Portal. Uploaded documents are attached to the patient's profile and accessible to care team members with the appropriate permissions.
Open the patient profile
Navigate to the Documents tab
Click + Upload Document or + Add Document
In the upload dialog:
Select file – click to browse your device and select the file
Document type / category – select the appropriate category (e.g., Lab Results, Signed Consent)
Document name – edit the display name if needed (defaults to the file name)
Expiration date – optionally set an expiration date for documents that need renewal
Click Upload to attach the document to the patient record
Welkin supports uploading the following file types:
Images: JPG, JPEG, PNG
Documents: PDF, DOC, DOCX
Spreadsheets: XLS, XLSX, CSV
Video: MP4
Maximum file size varies by organization configuration; contact your administrator if you receive a file size error.
After upload, the document appears in the patient's Documents tab. From there you can:
Preview – view the document inline
Download – save a copy to your device
Delete – remove the document (subject to role permissions and retention policies)
If your organization uses DocuSign, completed signed documents are attached automatically without manual upload. See DocuSign Overview (Care).
Document Management – viewing, organizing, and managing all patient documents
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