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Document Management

Upload, organize, and categorize clinical documents with tags

2 min read

Overview

SehaFile's document management system allows you to upload, organize, and retrieve clinical documents including lab results, imaging reports, referral letters, insurance approvals, and any other patient-related files. Documents are categorized, tagged, and linked to patient records for easy retrieval. Storage is managed per your subscription plan's quota.

Uploading Documents

  1. Navigate to Documents — Click Documents (FileText icon) in the sidebar, or access from a patient's record.
  2. Click "Upload Document" — The FileUpload component opens.
  3. Select files — Drag and drop or click to browse. Supported formats: PDF, JPG, PNG, DICOM, DOC/DOCX. Max file size: 20MB per file.
  4. Fill in metadata:
    • Document title — Descriptive name
    • Category — Select: Lab Results, Imaging, Referral, Insurance, Certificate, Consent, Other
    • Tags — Add searchable tags (e.g., "urgent", "pre-op", "follow-up")
    • Link to patient — Associate with a specific patient record
    • Link to visit — Optionally link to a specific visit
  5. Upload — Click Submit. The document is uploaded to secure cloud storage (MinIO/GCS) and indexed for search.
Tip: When uploading lab results, link them to both the patient and the specific visit where they were ordered. This creates a complete audit trail from order to result.

Document management page showing uploaded files with categories, tags, and linked patients

Frequently Asked Questions

What is the storage limit?

Storage is allocated per your subscription plan (current_storage_bytes vs. max_storage_gb). Monitor usage in Settings > Subscription.

Can patients access their documents?

If the patient has a citizen account linked (consent_data_sync = true), they can view shared documents through the citizen portal.

Are documents encrypted?

Yes. All documents are encrypted at rest in cloud storage and transmitted over HTTPS. Access is restricted by clinic_id and user permissions.

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