Upload a PDF

Attach a PDF or image to an existing referral journey from its Documents page. This upload adds a document to a referral leg; it does not create a new submission in the Referral Inbox.

Upload to a journey

1. Open the referral journey and choose Documents in its navigation.
2. Choose Upload to open Upload Document.
3. Choose a Document type: Referral, Clinical Note, Imaging, Insurance, or Other.
4. If Attach to leg is shown, select the leg the document belongs to. This selector appears when the upload offers more than one leg.
5. Drop files into the dialog’s upload area, or choose browse to select them.
6. Check the selected filenames. Use Add more to include more files, or the remove icon to take a file out of the selection.
7. Choose Upload, or the button showing the file count, such as Upload 2 files.

After upload, the dialog closes and the Documents table refreshes. Check that the file appears with the intended document type. Click its row to preview it, or use the row’s Open in new window or Download action.

Supported files

The journey uploader accepts PDF, JPEG, PNG, WebP, and TIFF, up to 50 MB per file. The dialog reports unsupported types or oversized files before upload.

Uploading here stores the attachment on the selected leg. It does not promise automatic extraction, a new patient record, or an Inbox draft. For a new incoming referral you need to type in, use Manual Entry, then review its details before approval.

Responding to a secure records-upload link

A records request can include a secure upload link for its recipient. That flow requires a verification code before showing the upload context; the link alone is not enough. Follow the instructions supplied with the request and upload the requested records there.

This is a separate records-request workflow. It is not a general link for sending a new referral into the Inbox. If the link is invalid or expired, contact the requesting practice.