Records

The Records tab allows you to securely store clinical documents from external providers, laboratories, referral sources, or patients. This includes completed worksheets, prior diagnostic assessments, referral letters, medical reports, and other supporting documentation.

Uploading a Record

To upload an external document:

A confirmation notification appears after each successful upload.

Upload Requirements

When uploading records, keep the following requirements in mind:

Viewing and Managing Records

Within the Records tab, you can:

Deleting a document permanently removes it from the patient's record.

Clinical Best Practices

Maintaining prior evaluations, laboratory results, referral documents, and historical records in the Records tab helps ensure that members of the care team are working from the same clinical information.

For easier searching and organization, use descriptive file names whenever possible. For example:

Frequently Asked Questions

What file types can I upload?

Only PDF documents can be uploaded to the Records tab.

Is there a file size limit?

Yes. Each uploaded document can be up to 50 MB .

Who can view uploaded records?

Records are visible to users who have permission to access the patient's records, such as the treating clinician and authorized supervisors.

Can I delete a record after uploading it?

Yes. Select the Trash icon next to the document to permanently remove it.

If you are migrating from another EHR or importing historical documentation, you can upload multiple patient records at the same time instead of uploading each file individually.

Bulk uploading makes it easier to transfer existing notes, assessments, referral documents, and other external records into PrecisionMind.

Uploading Multiple Records

To upload multiple documents:

To select multiple files:

A confirmation notification appears for each document that uploads successfully.

Upload Requirements

Before uploading multiple files, note the following:

Best Practices

Bulk upload is recommended when:

Using descriptive file names before uploading can make records easier to search later.

Frequently Asked Questions

Can I upload different types of documents together?

Yes, provided every document is a PDF.

Is there a limit to how many files I can select?

You can upload multiple files in a single upload session, subject to your browser and system limitations.

Will I receive confirmation that each file uploaded successfully?

Yes. A confirmation notification appears for every successfully uploaded document.

The Records tab allows authorized users to download documents from a patient's profile when a local copy is required.

Downloaded files are saved to your device and should be handled according to your organization's privacy and security policies.

Downloading a Record

To download a patient record:

The document will be downloaded to your computer.

Security and Permissions

Downloading patient records is restricted to users with the appropriate permissions, such as the treating clinician and authorized supervisors.

When downloading patient information:

Best Practices

Whenever possible, use PrecisionMind's secure workflows to access and review patient records rather than downloading them.

If records need to be shared internally, use secure messaging or other approved communication methods available within PrecisionMind to keep protected health information inside the platform.

Frequently Asked Questions

Who can download patient records?

Only users with the appropriate permissions can download documents from the patient's record.

Where are downloaded files saved?

Downloaded files are saved to your device's default Downloads folder unless you have configured your browser to use another location.

Should I keep downloaded patient records?

Downloaded records should only be retained for as long as necessary and handled according to your organization's privacy and security policies.

Can I download multiple records at once?

No. Documents are downloaded individually from the secure document viewer.