User Guide
Documents
ArkCloud RCM has no screen for attaching documents to an account. Document storage exists as an API for integrations, and this page says what it does and what it needs.
Written for: Billing staff · Administrators · Implementation teams
Uploading documents
The document API
| Field or control | What it means |
|---|---|
| File types | PDF, JPG/JPEG, PNG, GIF, DOC/DOCX, XLS/XLSX, CSV and TXT. Email files (MSG, EML) are not accepted. |
| Size | Up to 25 MB per file. |
| Categories | Fixed categories such as medical record, EOB, ERA 835, appeal evidence, correspondence, authorization, identification, insurance card, statement, contract and other. |
| Download | One file at a time, through a signed link that expires after an hour. Each download is recorded in the audit trail. |
| Storage | Amazon S3 with server-side encryption. Only available where an S3 bucket and credentials are configured for the deployment; without them the API answers that storage is unavailable. An administrator can see which applies under Settings → Storage. |
Who can do what
| Field or control | What it means |
|---|---|
| Upload through the upload endpoint | Any ArkCloud RCM staff role. |
| Create a document record | Admin. |
| Delete | Admin. |
Documents ArkCloud produces
Statements and letters are kept as records of their own, not as documents in the store. Patients can download a statement as a PDF from the patient portal. There are no payment receipt PDFs, and call recordings exist only where Amazon Connect recording is configured.
Not available
- A document viewer, ZIP download, or searching and filtering documents.
- Visibility settings on a document.
- Automatic detection of patient information in a file.
- A retention schedule you can set. Records are kept under ArkCloud's fixed retention rules, described on Settings → Storage; contact ArkCloud support if you need a different schedule.
