One Secure Vault for Every Survey-Ready Document Across Your Quality Program

In most SNFs, critical documentation lives everywhere: shared drives, email attachments, binders, and individual staff folders. When a surveyor asks for grievance records, committee minutes, or investigation reports, teams scramble to find the right version. External documents—policies, contracts, regulatory filings—sit outside the quality workflow entirely. There is no single place to search, filter, and prove what was documented and when.

• Finalized reports buried in email, personal drives, or paper files
• No centralized view of grievance, meeting, and investigation documentation
• Hard to prove document history during surveys or corporate audits
• External compliance documents managed separately from operational records
• Time wasted searching across modules when leadership or surveyors need proof
• Inconsistent document organization across facilities in a multi-site organization

“A document isn't helpful if you can't find it when a surveyor is sitting at the table. Every finalized report needs one secure home.”

FAQs

What documents are stored automatically in DocVault?

Finalized reports from Grievance Management, Committee & Meeting Management, and Incident Investigation are archived to DocVault when saved—organized by their source module.

Can we upload documents from outside the platform?

Yes. The External context supports uploading PDF, Word, Excel, and image files with document type classification and metadata.

Can we see who accessed or changed a document?

Yes. DocVault maintains a complete history log including adds, updates, deletes, prints, and downloads.

Can we compare versions of committee meeting reports?

Yes. DocVault supports side-by-side comparison of current and previous committee meeting reports to highlight changes.

Is DocVault available per facility?

Yes. Documents are organized by facility, with context tabs within each facility’s vault.