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Documents

Every file, in the right chart.

Intake forms, signed consents, insurance cards, notes, and shared attachments all live in one place — filed to the client they belong to, typed, and searchable. Uploads are malware-scanned before anyone can open them, downloads run on expiring links, and you control exactly what each client sees in their portal.

Malware-scanned · time-limited links · included on every plan

Documents · S. Thompson
Secured
Intake packet.pdfIntake
Treatment consent.pdfConsent
Insurance card.jpgInsurance
Progress note · Mar 14Note
Box-Breathing.pdfAttachment
All malware-scanned · stored in the client record
One home for every file

Filed where it belongs, found in seconds.

Every document is attached to a client — and, where it matters, a specific session — and tagged by type: intake, consent, insurance, progress note, message attachment, and more. Filter to exactly what you need instead of scrolling a shared drive, and trust that a consent is with the right chart, not in someone’s downloads folder.

Scoped to the client (and session)
Typed: intake, consent, insurance, notes…
Filter and search instead of scrolling
Nothing stranded in a shared drive
Filter by type
27 files
Intake & forms4
Consents3
Insurance2
Progress notes12
Message attachments5
Other1
Malware-scanned uploads

Nothing opens until it’s checked.

Files come in from clients, staff, and message threads — so every upload runs through a malware scan before it’s ever available to open. A clean file lands in the record; anything suspect is stopped. You get the convenience of accepting documents from anywhere without inheriting the risk.

Every upload scanned before it’s available
Clients, staff, and message attachments alike
Suspect files blocked, not quietly stored
Accept files from anywhere, safely
Secure upload
Scanned
Uploadedlab-results.pdf · 1.2 MB
Malware scanClean — no threats
AvailableAdded to the record
Every file is scanned before anyone can open it.
Controlled access

You decide who sees what.

There are no public file URLs here. Downloads run on pre-signed links that expire in minutes, and a per-document visibility flag controls whether a client sees a file in their portal — so a signed consent can be shared back while internal notes stay staff-only. Access is deliberate, not accidental.

Pre-signed download links that expire
No public, guessable file URLs
Per-document client visibility flag
Share consents; keep internal notes private
See security & compliance
Treatment consent.pdf
Consent
Download link expires 15 min
Visible to client
No public URLs. Links expire. You decide what the client sees.
Bulk actions

Handle a stack at once.

When you need to move fast — preparing a records request, archiving a discharged client, or re-tagging a batch — select multiple files and act on all of them: download them as a single zip, update metadata in bulk, or remove them together. The tedious one-at-a-time clicking is gone.

Download many files as one zip
Bulk metadata updates
Batch archive / soft-delete
Built for records requests & cleanup
3 selected
Bulk
Intake packet.pdf
Treatment consent.pdf
Insurance card.jpg
Download .zip
Update
Hide
Inside the boundary

Files that never leave the compliance boundary.

A document is only as safe as where it’s stored and how it’s shared. Mediyn keeps every file encrypted within the same HIPAA boundary as the rest of the record, shares it only through expiring links you control, and logs each access to the audit trail. No personal Dropbox, no email attachments, no loose ends.

See security & compliance
File access
Encrypted at rest
Expiring download links
Visibility controlled per file
Every access logged
One Platform

Connected to everything else.

Documents join the same client record as notes and assessments — shareable to the portal, covered by the same audit trail, and searchable from anywhere.

Your evenings belong to you. Not your notes.

Join the therapists who stopped staying late for documentation and started focusing on what matters — their clients.

7-day free trial · Full access · Cancel anytime