Secure file and document sharing with clients

Purpose

1.1. Automate secure file and document sharing between EMDR therapists and clients to comply with HIPAA, ensure confidentiality, boost operational efficiency, and mitigate manual error.
1.2. Automatedly manage session notes, informed consent forms, intake packets, and post-session handouts.
1.3. Automate notification, upload, access controls, email delivery, and tracking document receipt/read status.
1.4. Streamline clinical workflows by automating repetitive client document distribution tasks.

Trigger Conditions

2.1. Automated trigger on new client intake or registration submission.
2.2. Triggered upon scheduling or completion of EMDR sessions.
2.3. Manual initiation by therapist for one-off document shares.
2.4. Automation on receipt of electronic signature or document upload from client.

Platform Variants

3.1. Dropbox
• Feature/Setting: Configure Shared Link API and File Request for automated secure folder sharing per client.
3.2. Google Drive
• Feature/Setting: Automate Drive API, Permissions/Create, and Watch for automated file access assignment and changes.
3.3. OneDrive
• Feature/Setting: Automate Share Link Creation and Access Controls via Microsoft Graph API.
3.4. Box
• Feature/Setting: Automate Collaboration Invite API to create password-secured shared folders.
3.5. DocuSign
• Feature/Setting: Trigger Envelope API for document sharing with signature and access tracking automation.
3.6. Adobe Acrobat Sign
• Feature/Setting: Automate Agreement API for delivering, tracking, and securing client shared documentation.
3.7. Egnyte
• Feature/Setting: Automate File Link API for HIPAA-compliant, expiring document sharing to clients.
3.8. Citrix ShareFile
• Feature/Setting: Automate File Request and Secure Mail API for direct client uploads/shares.
3.9. Tresorit
• Feature/Setting: Automate Shared Link Generation via API, enforce end-to-end encryption.
3.10. pCloud
• Feature/Setting: Automate Upload Link and Public Folder APIs for client-side document delivery.
3.11. SendSafely
• Feature/Setting: Automate Secure Dropzone and API for document transfer and notifications.
3.12. Zoho WorkDrive
• Feature/Setting: Automate External Share Link and Activity Logs via API for secure, auditable sharing.
3.13. SharePoint
• Feature/Setting: Automate ShareLink and Set-SPOUser to assign client permissions automatedly.
3.14. SFTP (Any server)
• Feature/Setting: Automate upload and notification via SFTP protocol with event hooks for delivery confirmation.
3.15. JotForm
• Feature/Setting: Automate Document Upload and E-Sign Flow for intake forms and consents.
3.16. WeTransfer Pro
• Feature/Setting: Automate file send API for single-use, time-limited, and password-protected transfers.
3.17. Hightail
• Feature/Setting: Automate secure send and receive API with download receipt confirmation.
3.18. PandaDoc
• Feature/Setting: Automate Document Send API for streamlined sharing and tracking.
3.19. HelloSign
• Feature/Setting: Automate Send Signature Request API, triggering on therapist workflow events.
3.20. SecureMail (Mimecast)
• Feature/Setting: Automate secure mail APIs to deliver password-protected attachments.

Benefits

4.1. Automates sensitive document sharing for therapists, meeting regulatory needs without manual intervention.
4.2. Reduces risk of human error, leakage, or unauthorized access via automated permissions and authentication.
4.3. Automated auditing and tracking of client access, read status, and document receipt for compliance.
4.4. Speeds up therapeutic processes through automator workflows, freeing therapist time for clinical care.
4.5. Ensures consistently secure, repeatable, and scalable file sharing operations for EMDR therapy practices.