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How to share medical records with your Circle Medical provider

Learn how to upload your medical records on the mobile app or web portal, or how to request that Circle Medical retrieve records for you.

Sharing medical records is simple on our mobile app and web portal. You can easily upload your records or request that Circle Medical retrieve your records on your behalf. If you have any questions, our Care Team is committed to supporting you along the way.

Sharing medical records with Circle Medical

Coordinating with your external provider to share records via fax or email

If you'd like your external provider to share your medical records with your Circle provider, they can do so via fax or email:

  • If your external provider is sending records via fax: (888) 803-3331.

  • If your external provider is sending records via email, ensure they send your medical records to: [email protected].

Request for Circle Medical to retrieve your records from your external provider

Alternatively, you can submit a request on the mobile app or web portal for Circle Medical to retrieve your records for you. Here's how:

  1. Locate and select the “Health Records” tab

  2. Select “Prior medical records”

  3. Select “Add/request record”

  4. Select “Request from prior facility”

How to upload your medical records via mobile app or web portal

If you have electronic copies of your medical records, you can upload them through the mobile app or the website portal by following the instructions below:

  1. Locate and select the “Health Records” tab

  2. Select “Prior medical records”

  3. Select “Add/request record”

  4. Select “Upload”

Tip: If you don't have electronic copies of your medical records, Circle Medical can request them for you, or you can contact your external provider or medical facility to obtain them.

Follow these web portal images for how to upload/request medical records

Step 1: Select the “Health Records” tab

Step 2: Select the “Prior medical records” option, then select "Add/request record"

Step 3: Select either the “Upload" or "Request from prior facility" button depending on your needs:

Upload:

Request from prior facility:

Tips and reminders:

  • Please allow 3-5 business days for your records to be processed and reviewed by your provider.

  • Having tech issues or unclear on what to do? Start a chat with the Care Team via the mobile app or web portal.

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