Healthcare
Secure document exchange in healthcare
How can a clinic send patient documents securely?
The problem
What goes wrong when a clinic or provider and the patients and other providers it exchanges records with exchange documents today
A referral travels by whatever channel is fastest
A discharge summary forwarded by email or a photo of a report sent over a messaging app, because it is faster than the alternative — not because it is the right way to send it.
No boundary between an internal note and what the patient sees
A clinical note drafted for the file and a letter meant for the patient often end up in the same folder, with nothing stopping the wrong one going out.
No way to confirm the other clinic received it
Once a report is sent there is usually no record of whether it arrived, was opened, or is still sitting unread.
What moves
The specific documents that pass between the two sides
Not documents in the abstract — these are the ones that actually show up.
- referral letters
- discharge summaries
- imaging reports
- insurance forms
- consent forms
Three spaces
The same structure as every other setting, applied here
Private, Shared and Client. Built and available now.
Private
A draft note or an internal assessment, before it is ready to leave the practice.
Shared
The care team working on a case together, ahead of a referral or a report going out.
Client
What the patient or the receiving provider can see — the finished referral, the discharge summary, the form they need to complete.
Documents and spaces
Available nowThree spaces per contact — Private, Shared and Client — with upload, moving a document between them, and in-browser preview of PDFs, images, text, Word and Excel files.
Document requests
In progressA checklist of what you need from someone, filling in as they upload against each line. Partly built; not finished.
Not built for this industry
One product, applied here — not a separate one
docivault is not built for this industry. It is built for the exchange — the private workspace, the contacts, and the three document spaces are exactly the same ones every other use case on this site uses. What changes here is who is on each side, what moves between them, and what a buyer in this setting needs to check before trusting a vendor.
Health-record handling rules differ by country and by the kind of data involved — check what applies to your practice before relying on any vendor. See /compliance and /subprocessors for what docivault actually holds today; we make no claim of meeting any specific health-data standard.
Insurance
A claim is a document exchange with a deadline. How the planned checklist will handle it.
Read moreProfessional services
Accountants, lawyers and consultants exchange documents with clients all week. One example of what docivault is for — not the definition of it.
Read moreFinance
Statements, KYC files and signed forms — the exchange, and the planned record of who opened them.
Read morevs email
Email has no access control after send, no audit trail and a size limit. What you gain by moving the exchange off it, and what you lose.
Read more
Questions
What people ask about healthcare
Does docivault meet health-data regulations where I practice?
We do not claim to. Health-record rules vary by country, and it is on you to check what your practice needs before relying on any vendor — see /compliance and /subprocessors for our actual position rather than a badge.
Is docivault built specifically for clinics?
No. It is built for the exchange between a provider and the people and organisations it sends records to. Clinics are one setting where that exchange happens; insurers and other providers are the same pattern.
Can a referral stay private until it is ready to send?
Yes, that is what the Private space is for. Upload it into Private, and move it to Client only when it is ready to send. Both are built and available now.
Is the document exchange itself built yet?
Yes. Workspaces, contacts, the three spaces, uploading a document, moving it between spaces, previewing common formats in the browser, comments and sharing by an expiring link are all built and available now. Document requests are in progress. Bulk import from Drive or OneDrive, and a complete record of every view and download, are not built.
Set up your workspace and add your first contact
Free to start, no credit card, and the people you exchange documents with are never billed.
- No credit card
- Free plan, no expiry
- The people you exchange with are free