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).

See Also

• Document Management – viewing, organizing, and managing all patient documents