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Preparing Records for Secure Upload

Practical steps for checking file relevance, readability, and personal information before using a secure intake upload.

01

Choose relevant pages

Select records connected to the concerns described in the intake rather than sending unrelated medical material.

02

Check readability

Make sure names, dates, and provider information are visible and that photographs are not blurred or cropped.

03

Review before transmission

Confirm the selected files and intake summary before starting the secure submission sequence.

Educational content cannot diagnose a condition, determine eligibility, or guarantee documentation, timing, legality, or state acceptance.