Documents

Every file, organized

Secure document storage with AI-powered analysis. Upload, organize, and let Copilot extract insights from every file.

Request a demo

Documents

Sarah Mitchell • 24 files

📄

blood_panel.pdf

PDF • Dec 15

Labs
🖼️

mri_scan.jpg

JPG • Dec 10

Imaging
📝

intake_form.pdf

PDF • Nov 28

Onboarding
📊

hormone_panel.xlsx

XLS • Dec 5

Labs
📄

referral_letter.pdf

PDF • Nov 20

Other
Shared
📄

consent_form.pdf

PDF • Nov 28

📄

lab_results.pdf

Analyzing...

AI extracting data...

Extracted Data

5 items found

Doctor

Dr. Sarah Chen, MD

Test Date

December 15, 2025

Lab Values

TSH: 2.1, T4: 1.2, T3: 98

Summary

Thyroid function normal

Copilot Status

Indexed & Queryable

AI Analysis

Extract insights automatically

Every uploaded document is analyzed by AI to extract key information. Doctors, dates, values, and summaries are pulled automatically and made queryable by Copilot.

  • Extract doctor names, facilities, and contacts
  • Pull lab values, reference ranges, and dates
  • Generate plain-language summaries
  • Index content for Copilot queries
Organization

Find anything fast

Switch between grid and list views, filter by document type, and search across all files. Every document is automatically categorized.

  • Grid and list view modes
  • Filter by Labs, Imaging, Onboarding, and more
  • Sort by name, date, type, or size
  • Full-text search across document content
Name Type Size Modified
📄

blood_panel.pdf

Labs
PDF 245 KB Dec 15, 2025
🖼️

mri_scan.jpg

Imaging
JPG 1.8 MB Dec 10, 2025
📝

intake_form.pdf

Onboarding
PDF 89 KB Nov 28, 2025
b

Ready Practice Copilot

Querying client documents

What did Sarah's last thyroid panel show?

Based on Sarah's lab results from December 15, 2025:

From: blood_panel.pdf

2.1

TSH

Normal

1.2

Free T4

Normal

98

Free T3

Normal

All thyroid markers are within normal ranges. This is an improvement from her October panel where TSH was slightly elevated at 4.2.

Copilot Integration

Ask Copilot anything

All extracted document data is indexed for Copilot queries. Ask questions about lab results, medical history, or anything in a client's files.

  • "What were her vitamin D levels last month?"
  • "Summarize the MRI findings from December"
  • "Which doctor referred this client?"
  • "Compare her A1C results over the past year"
Learn more about Copilot
Sharing

Share securely with clients

Mark documents as shared to make them visible in the client app. Clients can view but not modify shared files.

Upload Anywhere

Drag and drop files or upload from the client record. Support for PDFs, images, spreadsheets, and more.

HIPAA Compliant

All documents are encrypted at rest and in transit. Access is logged and auditable for compliance.

Share Controls

Mark files as shared to make them visible in the client app. Revoke access anytime with one click.

See Ready Practice in action

Experience intelligent document management for your practice.

Request a demo