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Downloading Patient Records

Updated over 2 months ago

Allia allows you to securely save individual files from a patient's profile to your device.

How to download a record

  1. Navigate to Patient Profile > Records.

  2. Open: Click the Document Name to open the file in the secure viewer.

  3. Download: Click the Download Icon (downward arrow) in the top toolbar.

Security & Permissions

  • Access: Downloading is restricted to users with Clinical Visibility (such as the providing clinician and supervisors).

  • Cleanup: Delete files from your "Downloads" folder after sharing to protect patient privacy.

  • Device Safety: Only download files to encrypted, password-protected computers.

Pro Tip: Whenever possible, use Secure Messaging to share records internally. This keeps sensitive data within Allia’s HIPAA-compliant system and avoids the need to download files to your local hard drive.

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