# Secure Medical Record Sharing Software

> Secure medical record sharing: expiring, watermarked, view-only links to any cited output — chronology, summary, or case view. No login, every open logged.

Canonical page: https://medrecords.ai/product/secure-case-sharing/

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[Home](https://medrecords.ai/) ›[Product](https://medrecords.ai/product/) › — Secure Case File Sharing
Secure Medical Record Sharing

## Send the whole cited case file — not a 400MB zip.

Secure medical record sharing replaces the 400MB zip with expiring, watermarked, view-only links to any output — a chronology, a summary, or the full cited case view. The recipient needs no login and no install; they simply open the link, and every open is logged.

[Test a file ](https://medrecords.ai/test-a-file/?src=product-secure-case-sharing)
 [Book a demo](https://medrecords.ai/demo/)
Share · Adams, T. · Case #IME-4812
 342 pages · cited view
share.medrecords.ai/v/…
 VIEW-ONLY
Recipient
 expert.witness@firm.example
Expiry
 set at creation · revocable anytime
Watermark
 recipient + case, every page
Download / print
 off by default
Every open logged · recipient, timestamp, pages viewed
View-only
Expiring, watermarked links — no login, no install
Every open
Logged to the case's immutable audit trail
Revocable
Kill a link instantly, even after it's forwarded

### A link, not an attachment.

The expert, co-counsel, or client clicks and reads — in the browser, no account, no install, no 400MB download choking their inbox. The link is view-only, watermarked with their identity, and dies on the expiry you set.

Share a chronology, a summary, or the whole cited case view
Download and print stay off unless you enable them per link
Recipient's view
 browser only
expert.witness · #IME-4812 · CONFIDENTIAL
Chronology · Adams, Timothy — right knee
 view-only
Visit note · improving
 p.212
PT session · right knee
 p.228
Watermarked with **recipient + case** on every page — a screenshot still says who it was shared with.
What travels with the link
The cited output itself
 chronology · summary · case view
Every citation, clickable to source
 p.212 → the page itself
Search within the shared view
 no re-sending page ranges
Nothing the recipient shouldn't see
 scope set per link
The expert verifies a claim against the source **in one click** — no "see attached, page somewhere".

### The citations travel with the file.

A zip of PDFs strips the work out of the work product. The shared view keeps it: the recipient clicks any line of the chronology or summary and lands on the source page behind it — the whole point of a cited, legally defensible file, preserved in transit.

Source-linked review for experts, counsel, and clients
Scope each link: one report, or the full case view

### Control that survives the send.

An emailed zip is gone the moment it leaves. A link stays yours: revoke it instantly — even if it was forwarded — shorten the expiry, or widen permissions for one recipient without touching the others. Every open lands in the case's audit trail.

Revoke, expire, or re-scope per link, any time
Who opened what, when — in the immutable log
Access log · shared links
 Case #IME-4812
Opened · chronology view
 expert.witness · 09:14
Citation clicked · p.212
 expert.witness · 09:21
Open attempt · expired link
 denied · logged
Revoke link
 takes effect immediately
You finally know whether the expert **actually read the file** .
Disclosure record · link #3
 BAA-covered
Shared with: retained expert · scope: cited case view
Controls: view-only · watermarked · expiring
Opens: logged per page, per citation click
PHI in email attachments: none — ever
Why it holds up

### A disclosure you can account for, page by page.

When compliance asks who saw the claimant's records, the answer is a log, not a guess about forwarded attachments. Links are served from the same BAA-covered, encrypted environment as the rest of the platform, and every open is written to the case's immutable audit trail — audit-grade sharing to match the audit-grade file.

[See Audit Trail & Chain of Custody ](https://medrecords.ai/product/audit-trail-chain-of-custody/)

### From case file to shared link in a minute.

3 steps — and the recipient needs zero setup on their side.

01
Pick what to share
A chronology, a summary report, or the full cited case view — scoped per recipient.

02
Set the controls
Expiry, watermark, view-only or download — then send the link like any other URL.

03
Watch the log
Every open and citation click recorded — revoke or extend the link whenever the case changes.

### Who shares the file.

Every team that has to move a PHI-heavy case file outside its own walls.

[
IME organizations
Send evaluators the prepared, cited file — not a courier box of paper.

For IME orgs
 ](https://medrecords.ai/solutions/medical-evaluators/)
 [
Law firms
Expert witnesses and co-counsel review the cited record without touching a zip.

For law firms
 ](https://medrecords.ai/solutions/law-firms/)
 [
TPAs & case management
Client-facing deliverables shared with expiry and logging built in.

For TPAs
 ](https://medrecords.ai/solutions/tpas/)
 [
Insurance carriers
Defense counsel and vendors get scoped access, and compliance gets the log.

For carriers
 ](https://medrecords.ai/solutions/insurance-carriers/)
FAQ

### Secure sharing, answered.

View, navigate, and click citations through to the source pages — that's it by default. Links are view-only and watermarked with the recipient's identity; downloading and printing are off unless you switch them on for that specific link. No login and no install on their side.

Yes — instantly, per link. Revoking kills the link for everyone who has it, even if it was forwarded. Every link also carries an expiry you set at creation, so access ends on schedule even if you never think about it again.

Yes. Every open, every page viewed, and every citation click lands in the case's audit trail with recipient, timestamp, and link identity — the same immutable log that covers the rest of the file. You can see who actually read the file, and when.

The shared view is served over encrypted connections from the same BAA-covered environment as the rest of the platform — PHI never leaves it as an email attachment or an unencrypted zip. Watermarks, expiry, view-only access, and per-open logging give your compliance team the controls a disclosure to an outside expert or counsel needs.

You set the expiry when you create the link, and it can be shortened or revoked at any time after. Every page in the shared view is watermarked with the recipient identity and case reference, so a screenshot or a printout still says exactly who it was shared with.

### Related capabilities

[
Secure DICOM Study Sharing
The same link pattern for full imaging studies — viewer included.

Explore
 ](https://medrecords.ai/product/secure-dicom-sharing/)
 [
Audit Trail & Chain of Custody
The immutable log every shared-link open is written to.

Explore
 ](https://medrecords.ai/product/audit-trail-chain-of-custody/)
 [
Medical Data API & Analytics
Push outputs into your own systems when a link isn't the integration.

Explore
 ](https://medrecords.ai/product/medical-data-api/)

### Retire the 400MB zip this week.

Upload a file, build the cited view, and send your first watermarked link. Handled under our BAA; never used to train a model.

[Test a file ](https://medrecords.ai/test-a-file/?src=product-secure-case-sharing)
 [Book a demo](https://medrecords.ai/demo/)
[All capabilities →](https://medrecords.ai/product/)
