> ## Documentation Index
> Fetch the complete documentation index at: https://docs.opentherapy.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Documents

> Uploading a referral, care plan or report, and who can see it.

**Documents** in your workspace is where files about your care live.

## Uploading a file

<Frame caption="Drag a file onto the page, or use **Upload** in the corner">
  <img src="https://mintcdn.com/opentherapy/U9MUByUQja1xN19w/images/client-documents.webp?fit=max&auto=format&n=U9MUByUQja1xN19w&q=85&s=fb73417e3fb347b40f1e55f28fea916e" width="2880" height="1800" style={{ width: 1440 }} alt="The Documents page in the workspace with an Upload button and one filed PDF, a GP mental health treatment plan tagged as a referral with its date and file size, above a line reading that only your treating therapists can see these." data-path="images/client-documents.webp" />
</Frame>

|                |                                                           |
| -------------- | --------------------------------------------------------- |
| Accepted types | PDF, JPG, PNG, WebP, and Word documents (`.doc`, `.docx`) |
| Maximum size   | 25 MB per file                                            |
| Name           | Up to 200 characters. Rename it any time                  |

A photo of a paper referral is fine — flat, in good light, all four corners in frame. Images show as thumbnails; PDFs and Word files show as a page with the file type on it.

## Choosing a type

Every document is filed under a type, which makes it findable later.

|                    |                                                      |
| ------------------ | ---------------------------------------------------- |
| **Referral**       | From a GP or another clinician                       |
| **Care plan**      | A Mental Health Treatment Plan, NDIS plan or similar |
| **Report**         | An assessment or discharge summary                   |
| **Signed form**    | Consent, or anything you've signed                   |
| **Worksheet**      | Something to work through                            |
| **Something else** | Everything that isn't one of the above               |

Referrals and care plans can carry an expiry date; the other types have no expiry field. Set it and the document shows **Expires** with the date, then **Expired** once it passes.

Nothing stops working when a referral lapses, and Open Therapy doesn't check your paperwork before you book. Whether a lapse affects a rebate is between you, your GP and Medicare — see [Rebates and funding](/clients/rebates-and-funding).

## Who can see a document

You, and the therapists you're currently seeing on Open Therapy. There's no per-document switch: filing a document here **is** sharing it with your treating therapists. Don't upload what you don't want a therapist to read.

|                                                  |                                      |
| ------------------------------------------------ | ------------------------------------ |
| You                                              | Everything in your documents, always |
| A therapist you're seeing                        | Everything in your documents         |
| A therapist you only messaged, or haven't booked | Nothing                              |
| Another client                                   | Nothing                              |

Files are stored privately, not at a public web address, and a download link is generated when you ask for one.

Uploading doesn't notify anyone, so [message them](/clients/messages) if a therapist needs to read something before your session. You are told when a therapist shares a document with you.

## Documents are not receipts

|                           |                                                                                                               |
| ------------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Documents**             | Files you or your therapist upload. Clinical paperwork — referrals, plans, reports, worksheets                |
| **Receipts and invoices** | Generated by Open Therapy when a session is paid for. One per settled session, with a reference you can quote |

Don't upload receipts here. They already exist on your billing page — see [Invoices and receipts](/clients/invoices-and-receipts).

## Changing or removing one

Rename a document, change its type, or set and clear an expiry date from the menu on it.

There's no delete button. If you uploaded something by mistake, write to [support@opentherapy.app](mailto:support@opentherapy.app) with the file name. A document your therapist has already read may form part of the clinical record they're required to keep — [Safety and privacy](/safety-and-privacy) explains what that means.
