Upload, view and download a patient's files

Add a file to a patient's folder, look at it in the browser, rename it, download it or delete it.

Last updated October 22, 2026

Who can do this: Admin, Nurse Case Manager, Internal Case Manager, Billing Staff

Steps

Open the patient, click the Documents tab and open the folder the file belongs in.
Click Upload File and choose the file. It's added to the folder you're in.
Click View to open a PDF or picture right in CaseMgmt. Other file types show Download to view.
Click Rename, type the new name and click Save.
Click Download to save a copy to your computer.
Click Delete to remove a file. This can't be undone.

Upload inside a folder. The top level (Root) lists folders only.
Files are up to 50 MB each, one at a time.
Form PDFs made in CaseMgmt have an Edit Form button: change the form and click Save & Update PDF.

"File is too large" with "Maximum size is 50MB.": Make the file smaller (for example scan at a lower resolution or split it) and upload again.
The file type "is not allowed for security reasons".: Programs, scripts, web pages and macro-enabled Office files can't be uploaded. Save it as a PDF, a JPG or PNG picture, or a regular Word or Excel file.
"Preview not available for this file type.": Click Download to view and open it on your computer.