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:
Open the Patient Dashboard.
Select the Records tab.
Select the document name to open it in the secure document viewer.
Click the Download icon in the toolbar.
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:
Only download files to encrypted, password-protected devices.
Delete downloaded files when they are no longer required.
Follow your organization's privacy and data retention policies.
Best Practices
Whenever possible, use Allia'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 Allia 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.