> 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/upload-documents.md). # Upload Documents ## Overview 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. ## How to Upload a Document 1. Open the patient profile 2. Navigate to the **Documents** tab 3. Click **+ Upload Document** or **+ Add Document** 4. 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 5. Click **Upload** to attach the document to the patient record ## Supported File Types 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. ## Viewing and Managing Uploaded Documents 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) ## Automated Document Attachment If your organization uses DocuSign, completed signed documents are attached automatically without manual upload. See [DocuSign Overview (Care)](https://docs.welkinhealth.com/integrations/docusign/docusign-overview-care). {% embed url="" %} ## See Also * [Document Management](/care/documents/documentmanagement.md) – viewing, organizing, and managing all patient documents --- # 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/upload-documents.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.