Overview
Medical Documents management allows you to securely upload, store, and organize all your health-related files in one central location. This includes medical records, lab results, images, and other health documents that support your care and health tracking.
Accessing Medical Documents
Medical documents are not on the Topics page. They are on a separate Documents page.
1. From the main application : Desktop — Click Documents (file icon) in the right sidebar. Mobile — Open the menu (hamburger or menu icon) and tap Documents .
2. Breadcrumb : The page shows the patient's Documents
Medical Documents Layout
The Documents page includes (when applicable):
1. Sync Medical Records card (if the feature is enabled and you have permission)
2. Medical Records Widget : A widget showing document statistics and the upload area:
• Stats : "X docs saved" and "X new since last summary" (not today/week/month)
• Clinical Summary button
• Upload dropzone for new documents
3. Documents table with tabs: Uploaded , Retrieved , Generated (each tab shows a count). The table lists documents for the selected tab.
Step-by-Step Guide: Uploading Medical Documents
Method 1: Drag & Drop Upload
1. Prepare Your Files
• Gather the medical documents you want to upload
• Ensure files are in supported formats (see supported file types below)
• Have files readily accessible on your computer
2. Locate Upload Area
• Find the "Upload Documents" section in the Documents card
• Look for the dashed border area with upload icon
• The upload zone is on the right side of the statistics widget
3. Drag Your Files
• Click and drag files from your computer
• Drag them directly onto the upload zone
• You can drag multiple files at once for batch uploading
4. Visual Feedback
• Upload area highlights in blue when files are dragged over
• Border changes to indicate the drop zone is active
• Clear visual cues show when you're in the correct area
5. Automatic Processing
• Files are automatically uploaded when dropped
• Processing begins immediately after file validation
• Success notification appears upon completion
Method 2: Click to Upload
1. Click Upload Zone
• Click anywhere within the "Upload Documents" area
• The area shows an upload icon and "Upload Documents" text
• Click action opens your computer's file browser
2. File Browser Opens
• Your operating system's file selection dialog appears
• Navigate to the folder containing your medical documents
• Browse through your files to find the documents you need
3. Select Files
• Click on a single file to select it
• Multiple Selection : Hold Ctrl (Windows) or Cmd (Mac) to select multiple files
• Selected files will be highlighted in your file browser
4. Confirm Upload
• Click "Open" or "Select" to start the upload process
• Files are immediately validated and uploaded
• Progress indicators show during the upload process
Supported File Types and Formats
Document Files
• PDF Files : `.pdf` - Most common format for medical records, reports, and forms
• Word Documents : `.doc`, `.docx` - Doctor notes, reports, and text-based documents
• Text Files : `.txt` - Simple text documents and notes
• XML Files : `.xml` - Structured medical data and lab results
Image Files
• PNG Images : `.png` - High-quality images, screenshots, charts
• JPEG Images : `.jpg`, `.jpeg` - Photos of documents, X-rays, medical images
Upload Process Understanding
During Upload Process
• Progress Indication : "Uploading..." text appears in the upload zone
• Upload Icon Animation : Upload icon shows pulsing animation to indicate activity
• Disabled State : Upload area becomes non-interactive during processing
• Loading Skeleton : Placeholder document cards appear for files being processed
Upload Validation
• File Type Check : System automatically validates file formats
• Size Validation : Ensures files meet size requirements
• Security Scan : Files are scanned for security before storage
• Error Prevention : Invalid files are rejected with clear error messages
After Upload Success
• Success Notification : "Upload completed" or "Upload successful" message appears (with file count when applicable)
• Immediate Display : New documents appear in your documents list
• Updated Statistics : Document counts (e.g. "docs saved", "new since last summary") refresh to include new uploads
• Ready State : Upload area returns to normal for additional uploads
Upload Error Handling
• Invalid File Types : Clear error message explaining supported formats
• File Size Limits : Specific notification if files exceed size limits
• Network Issues : Retry suggestions for connection problems
• Multiple File Errors : Individual file error reporting for batch uploads
Step-by-Step Guide: Viewing and Managing Documents
Understanding Document Cards
Each uploaded document displays as an individual card containing:
Document Information
• Document Name : Original filename or system-extracted title
• File Type Icon : Visual indicator of document type
• Upload Date : When the document was added to your PHR
• File Size : Storage space used by the document
• Processing Status : Current state of document analysis
Uploader Information
• Uploader Name : Who added the document (you, team member, or system)
• Upload Source : How the document was added (manual upload, sync, etc.)
• Timestamp : Exact time and date of upload
Opening and Viewing Documents
PDF and Image Documents
1. Click Document Card : Click anywhere on the document card
2. Integrated Viewer : Document opens in the built-in viewer
3. Navigation Controls : Zoom, scroll, and page navigation available
4. Download Option : Original file can be downloaded if needed
Document Actions
• View : Click card to open document in appropriate viewer
• Download : Access original file for offline viewing
• Share : Share documents with team members (if permissions allow)
• Details : View metadata and processing information
Document Statistics and Activity Tracking
Statistics Display
• Total Documents : Bold count showing "X docs saved"
• Recent Activity : "X new since last summary" (documents added since the last clinical summary)
• Tabs : Uploaded, Retrieved, Generated—each shows a count in the Documents table
Visual Indicators
• Bold Numbers : Important counts displayed prominently
• Context Text : Clear descriptions of what each number represents
• Dynamic Updates : Statistics update immediately after new uploads
Understanding Document Organization and Storage
Document Storage System
• Secure Cloud Storage : All documents stored in certified healthcare-grade infrastructure
• Encryption : Files encrypted during transmission and at rest
• Redundancy : Multiple backup copies ensure document availability
Document Processing
• Automatic Analysis : Documents are analyzed for medical content
• Text Extraction : PDF and image text is extracted for searchability
• Metadata Generation : System generates relevant tags and categories
• Privacy Protection : Processing respects patient privacy and security
Organization Features
• Chronological Order : Documents displayed by upload date
Managing Document Permissions and Access
Upload Permissions
• All Users : Can upload their own medical documents
• Team Managers : Can upload documents on behalf of patients (with permission)
• Authorized Providers : Healthcare providers can upload directly
• Viewers : Cannot upload documents
Viewing Permissions
• Document Owner : Full access to view, download, and manage
• Healthcare Team : Can view documents relevant to care
• Designated Family : Can view documents if permissions granted
• Triangle Support Staff : Limited access for technical assistance only
Security Controls
• Access Restrictions : Documents only accessible to authorized users
• Audit Trail : All document access is logged and tracked
• Permission Management : Fine-grained control over who can see what
• Data Sovereignty : You maintain ownership of all your documents
Troubleshooting Common Issues
"My document upload failed"
• Check that your file is in a supported format (PDF, Word, image, or XML)
• Ensure the file size isn't too large (specific limits vary by file type)
• Verify you have a stable internet connection during upload
• Try uploading one file at a time if multiple files are failing
• Clear your browser cache and try again if problems persist
"The upload area isn't responding"
• Click directly in the upload zone to ensure it's active
• Check that JavaScript is enabled in your browser
• Try refreshing the page if the upload functionality seems frozen
• Ensure you're not trying to upload during a system maintenance window
• Contact support@trianglehealth.com if the issue continues after troubleshooting
"My documents aren't showing up"
• Wait a moment for upload processing to complete (may take 30-60 seconds)
• Check that you received a success notification after upload
• Refresh the page to reload the documents list
• Verify you're logged into the correct account
• Check if documents might be processing (look for loading indicators)
"I can't open a document"
• Ensure the document finished uploading completely
• Try refreshing the page and clicking the document again
• Check your internet connection for viewing online documents
• Verify the document wasn't corrupted during upload
• Contact support@trianglehealth.com if specific documents consistently fail to open
"The drag and drop isn't working"
• Make sure you're dragging files directly onto the upload zone
• Check that your browser supports drag and drop functionality
• Try the click-to-upload method as an alternative
• Ensure the files you're dragging are in supported formats
• Refresh the page and try again if the feature seems inactive
"Document statistics aren't updating"
• Wait a moment after upload for statistics to refresh
• Refresh the page manually to update document counts
• Check that uploads actually completed successfully
• Verify you're viewing the correct account's documents
• Contact support@trianglehealth.com if statistics consistently show incorrect information
"File size or format errors"
• Check the complete list of supported file formats above
• Verify your file isn't corrupted or incomplete
• Try converting documents to PDF format if having format issues
• Break large files into smaller segments if size is the issue
• Contact support@trianglehealth.com for guidance on specific file format questions
Privacy and Security Notes
• End-to-End Encryption : All documents are encrypted during transmission and storage
• Healthcare Privacy : Document storage meets strict healthcare privacy requirements
• Access Control : Only you and authorized individuals can access your documents
• Secure Infrastructure : Documents stored on certified medical-grade servers
• Data Retention : You control how long documents are stored in your PHR
• Download Rights : You can always download your original documents
• Audit Trails : System maintains logs of all document access for security
Limitations
• Document upload does not support video files.
• Document upload does not support file types other than those listed in this guide (e.g. no executables or unsupported formats).
• Document processing cannot extract or summarize text from some non-standard or heavily formatted files.
• The system cannot process medical imaging (e.g. X-rays, MRIs) to interpret the images themselves; it can only extract text from the written interpretation or report that accompanies those documents.
Getting Help
For more help, use in-app Support or contact support@trianglehealth.com.