🛠️ NC3 Tip of the Week – Stop chasing paperwork. Start using the Document Vault!
Tired of digging through emails or folders for client paperwork?
The Document Vault keeps everything in one safe, easy-to-find place.
You can upload:
- Important documents that often get lost (IDs, birth certificates, SS cards)
- Paperwork required for referrals (consents, intake forms, care plans)
Where to find it:
Open a client record → go to the Shared Client Profile tab → click on Document Vault.
When uploading, don’t forget to:
- Add a document name, date, and category
- Choose if it’s for the whole Care Team or Internal Only (your org)
- Remember: even “Internal Only” docs can still be attached when sending referrals to NC3 partners
🔒 Consent + sharing reminder:
- Documents can only be shared across a care team if NC3 consent is in place.
- Even with consent, docs are only shareable with other NC3 partners. For out-of-network referrals (sent by email), docs won’t go along — the client is responsible for providing those directly. Another perk of being an NC3 partner!
Pro tip: Short names + dates (e.g., BirthCert_July2025) make files super easy to find.
Happy uploading! 🚀
