5. Present the
Card to Your Doctor
• Name and number of
primary emergency
contact
• Allergies & Medical
Conditions
• Your Member Number
and PIN
• Phone number and
website to obtain all
emergency information
Your card provides the following information:
6. Hospital Staff Call or Go Online to
Obtain Your Information
• 800-DocuBank to
receive a fax
instantly
• www.docubank.com
to print directives
immediately
• Service is monitored
24/7/365
7. Hospital Receives
Documents and Information
• Emergency Contacts
• Allergies
• Medical Conditions
• Name of Physician
• List of Medications
8. The Hospital Receives Your
Healthcare Directives
• Living Will
• Healthcare Power of Attorney
• HIPAA Authorization
• Burial Instructions
• Organ Donor Information
9. Additional Features
• Alert stickers for your health insurance
and/or driver’s license
• Paper cards to pass
along to friends or
family – available on
docubank.com
10. DocuBank Online
• Log in to the DocuBank
website to take advantage
of online features.
◦ Print paper copies of your
Emergency Card
◦ Update allergies, medical
conditions and emergency
contact info
◦ Access your DocuBank
SAFE.
13. Online SAFE
• 2 GB of storage space
included with membership
• Share files with your family
• Share files with our firm
Your DocuBank membership includes an online
SAFE where you can store and access your
entire estate plan and other personal documents.
14. How Does SAFE Work?
You set up
your SAFE
password.
You upload
documents
to your SAFE.
You access
SAFE files
online.
2. 3.1.
15. Step 1: Set up SAFE Password
• Log in to your
member account
on docubank.com.
• Click on My
DocuBank SAFE.
• Create a password
that contains at
least 8 characters
including a number
and symbol, i.e., !
@#$%^&+-
16. Step 2: Upload Files to SAFE
• Click Add File to
upload a file.
• Click Browse and
select the file from
your hard drive to
upload.
• Choose a category
for the file and click
Upload.
17. Click Browse and select the file from your hard
drive to upload.
19. Step 3: Access Files Using Your
Encrypted SAFE Password
• Log in to docubank.com from
a computer, tablet or phone
anywhere in the world to view
your files.
• All of your files are encrypted
while they’re stored in SAFE
and when they are being
transferred between your
computer and our server.
20. Managing Your SAFE Files
The icons let you manage your files and indicate
which ones are being shared.
21. SAFE File Icons
This file is shared with SAFEShare users.
This file is being shared with our office.
This file was uploaded by our office and
cannot be deleted.
Use this icon to move the file to a different category or update
the file-sharing settings
Click on this icon to delete the uploaded file.
22. Sharing Files – Temporary Links
You can share files in your SAFE by
creating links to them.
• Click on the folder icon ( )
to get started.
• Click Create a Public Link.
• Click the Expiration Date box
and set a date if you’d like
the link to expire.
• The URL of the link will
appear in the box below.
23. Sharing Files – SAFEShare
You can share multiple files with the same person by
making them a SAFEShare user.
• SAFEShare users can log in
to docubank.com and view
files you’ve shared with them.
• You can set up an unlimited
amount of SAFEShare users.
• SAFEShare users can only
see the files you have shared.
• This feature is optional
24. SAFESHARE – Setting up Users
• Click on SAFEShare
User Management
from your SAFE Page.
• Enter the contact info of the person
you would like to set up as a
SAFEShare user and hit Save.
• The SAFEShare user will receive an
email with instructions on how to log
in and view your files.
25. SAFEShare - Sharing Files
• Click on the folder icon ( ) next
to the file you want to share.
• Click Share with my SAFEShare
User.
• Click Update.
• You can return to this screen to
un-share the file.
SAFEShare users can only view
the files you have shared.
26. Your Digital Executor
• This feature lets you ensure your files
are available when needed, but kept
confidential until that time.
• Your Digital Executor will need to
provide legal documentation (death
certificate or proof of permanent
incapacity) in order to gain access to
your account.
• This feature is optional
You can set up a Digital Executor, who will be able to
access all of your SAFE files when you pass away.
27. Setting up Your Digital Executor
• Click the Digital Executor
Quick Link from the SAFE
home page.
• Complete the Digital Executor setup
form and click Save.
• Your Digital Executor will receive an
email with information.
• Your Digital Executor will automatically
be set up as a SAFEShare User.
• You can only have 1 Digital Executor.
28. Digital Assets and DocuBank
• Digital assets include all of your online files and
accounts.
• Digital assets can have financial (bank accounts,
insurance policies, online bills) and emotional
(photos, social media) value.
• Your fiduciaries may not know about, or may not
be able to access those accounts if you do not
leave them instructions.
• If you store a list of your digital assets in SAFE,
your Digital Executor will be able to access them
when you pass away.
29. Our Firm Goes One Step Further
• Our firm will upload
your entire estate plan
to your SAFE.
•This provides you with easy
access to the important
documents you created with
us.
30. • Caregiver card for families
with young children
• Provides immediate access
to access to
◦ Medical Consent
◦ Temporary Custody
◦ Medical Information
◦ More
Minors Matter
Services for Everyone
31. Services for Everyone
• Parents are notified when the
card is used.
• Provides access to
◦ HIPAA release
◦ Healthcare Power
◦ Medical Information
◦ More
DocuBank ICE
• HIPAA registry and healthcare emergency card for college
students
32. Services for Everyone
• Caregiver notified when the
card is used.
• Provides access to
◦ Letter of Intent
◦ Healthcare Power
◦ Medical Information
◦ More
SNAP - Special Needs Access Program
• Emergency card for special needs adults and their caregivers
33. Real Service for Real People
• DocuBank customer
service is available
Mon-Friday 9-5 p.m.
• Friendly customer
service representatives
answer the phones.
34. Real Service for Real People
DocuBank sends friendly reminders and updates
so you can make sure your information stays up to
date.
•Medication list emails
•Mailed update forms
•Update anytime at
docubank.com
