Prepare Clear Medical Records PDFs

Start with the original digital file

If your provider or records portal offers a PDF download, keep that original file. A direct download usually preserves more detail than a screenshot or photograph.

Keep an unchanged copy of your source records. Do not edit clinical wording, remove dates, crop out identifying headers or alter a provider’s conclusions.

Check every page before sending

1. Open the file and confirm all pages are present and in the correct order.
2. Check that dates, page edges, signatures and small print are readable.
3. Rotate sideways pages and keep pages upright.
4. Use a simple file name that identifies the record type and date range.
5. Keep the original and a separate copy of the file you send.

If you only have paper records

Use a scanner or your device’s document-scanning feature. Work in even light, capture the full page and check the result at normal reading size. Save the complete scan as a PDF. Searchable text can help navigation, but check automated text recognition against the original.

Follow your review instructions

The team will explain where and how to provide records after your initial inquiry. Do not send medical records through the public Get Started form. Ask the team if files are too large, password protected or difficult to read.

See which medical and service records to gather.