DDC determines what documents should be viewable but each vendor.
When a Vendor accepts a referral, they can see client information and shared documents.
When a Vendor declines a referral they cannot see client information or shared documents.
When DDC terminates a referral, Vendors can no longer see client information and documents.
To add a Document:
From the Client Dashboard:
Click the Documents tab.
Click Add.
Click the Case field and click the case for the document.
Click the Referral field and click the referral for the document.
Click the Document Type field and click the type for the document.
Click Choose Files.
Locate the file on your computer and click the file to upload.
Repeat steps 6 & 7 to upload additional documents or click Done.
To share a Document:
From the Client Dashboard:
Click the Documents tab.
To delete a Document:
From the Client Dashboard:
Click the Documents tab.
To Revoke sharing on a Document:
From the Client Dashboard:
Click the Documents tab.