Documents

Documents is a place for paperwork that doesn’t fit anywhere else in HealthViewer: imaging reports, discharge summaries, referral letters, insurance statements. Each document holds one PDF or image along with a few details that make it easy to find later.

What You’ll See

Each row shows:

• Date: the date on the document
• Title
• Type: Imaging, Discharge summary, Referral, Letter, Insurance / billing, or Other
• Provider: the doctor it came from or is for, if you set one
• Tags: your own labels, such as “cardiology” or “knee”
• File: click the paperclip to open the PDF or image

Documents are listed newest first. Click a column heading to sort by it instead.

Types and Tags Instead of Folders

HealthViewer doesn’t use folders for documents. Each document has one type and any number of tags, so a discharge summary from a heart procedure can be tagged both “cardiology” and “hospital” and turn up under either.

Finding a Document

• Type and tag chips above the list narrow it down. Pick a type to see only that type. Pick tags to see documents that have all of them. Click a chip again, or Clear filters, to turn it off.
• Search matches the title, notes, provider, tags and file name.
• The command palette (⌘K on macOS, Ctrl+K on Windows) finds documents too, along with your other records.

Adding a Document

Click Add document and fill in:

• File: a PDF, JPG, PNG, GIF or WebP, up to 50 MB. If you pick the file first, the title is filled in from the file name.
• Title (required)
• Type
• Date on document: the date printed on the paper, not today’s date
• Provider: chosen from your Providers list
• Tags: type a tag and press Enter or a comma. Tags you’ve used before are suggested as you type.
• Notes: what it says, follow-up needed, anything else

To change a document, click its row. From there you can replace or remove its file, or delete the document.

iPhone photos saved as HEIC can’t be attached. Export them as JPG first, or set the camera to Most Compatible in Settings > Camera > Formats.

Providers

The provider list comes from the Providers page. Add a doctor there first to choose them on a document. If you later delete a provider, their documents stay and show no provider.

Privacy

Document files are encrypted on your computer with the same protection as the rest of your database. They’re stored in an uploads/documents folder next to your database file. If you move your database from Settings, the files move with it.

On Your Phone

The phone app shows your documents and opens their files. Adding and editing documents is done on your computer.