Orders & Docs Vault — Setup & FAQ
Store scans, photos, and PDFs of orders, visit summaries, and family paperwork in one place. Private to your Circle. No ads, no resale of data.
How it works (simple)
- Select the resident/client the file belongs to.
- Choose a type (MTR order, ADL order, Vital Signs order, general document, or photo).
- Add a clear title and short note so future you knows what it is and why it matters.
- Upload the file (scan, PDF, or photo) and save. The Vault keeps it tied to the selected patient.
- Use Vault items as the “source of truth” for MTR, ADLs, and Vitals orders across the app.
What belongs in the Vault?
- Signed MTR/medication orders and renewals.
- ADL and Vital Sign protocols, standing orders, or facility instruction sheets.
- Discharge papers and visit summaries from clinics or hospitals.
- Photos of written orders when a scanner is not available (e.g., on the go).
- Other important paperwork you want tied to a specific patient (for example dental or eye orders).
What the APP records / What we never collect
What the APP records
- File name, type, and size.
- Which patient and Circle the file is linked to.
- When the file was uploaded and by whom (internally).
- Title and notes you choose to add.
- Simple tags such as order category (MTR/ADL/VS/general/photo).
What we never collect
- No advertising trackers; no data resale.
- No training ads or third-party models on your documents.
- No cross-Circle sharing unless you explicitly share.
- No hidden scanning of device storage outside the files you upload.
All information is private to your Circle and stored under your organization’s control.
Privacy & safety tips
- Use clear titles so staff can find the right order without opening every file.
- Avoid uploading unrelated pages; crop or redact before uploading if needed.
- Share Vault access only with people who need to see clinical orders/notes.
- Follow your organization’s policies for retention, renewal, and destruction of orders.
Troubleshooting
- Can’t upload? Check your connection, confirm the file type is supported (e.g., PDF/JPEG/PNG), and try again.
- File looks blurry? Take a new photo in good light and fill the frame with the order text.
- Wrong patient? Delete the file and re-upload under the correct patient to keep records clean.
- Staff can’t find a file? Make sure the title and type match how they search (for example, include doctor name and date).