Secure document sharing for resources and plans

Purpose

1.1. Automate secure delivery of personalized lactation resources, plans, and confidential information to clients and healthcare professionals.
1.2. Ensures HIPAA-compliant, time-sensitive, automated document sharing for lactation consulting follow-ups, care plans, and educational materials.
1.3. Automates audit trails and consent capture when sharing resources, automating compliance tracking and reducing manual tasks.
1.4. Automates notifications for recipients, verifying document access and automated confirmation receipt logs.

Trigger Conditions

2.1. Appointment completion logged by consultant in EHR system.
2.2. New care plan is saved to EMR.
2.3. Customer intake form flagged for follow-up resource distribution.
2.4. Provider uploads resource or plan with "share securely" flag toggled on submission.
2.5. Patient sends automated request for additional documentation or instructions.

Platform Variants

3.1. Google Drive API
• Feature/Setting: Automate permissioned sharing with OAuth+Drive API’s “files.create” or “permissions.create” endpoint.
3.2. Dropbox Business API
• Feature/Setting: Automate shared link creation using "sharing/create_shared_link_with_settings" API for secure, temporary access.
3.3. Microsoft OneDrive Graph API
• Feature/Setting: Automate document upload and grant access with "invite" action and secured links.
3.4. Box Content API
• Feature/Setting: Automator assigns folders, auto-sends sharing invitations using "collaborations.create".
3.5. DocuSign
• Feature/Setting: Automate E-sign send with “Envelope” creation for resource acknowledgment and signature.
3.6. ShareFile
• Feature/Setting: Automatable send of password-protected links via ShareFile API “SendItem”.
3.7. Egnyte
• Feature/Setting: Automate secure file share using “publicLinks.create” with security settings enforced.
3.8. Adobe Sign
• Feature/Setting: Automate dispatch of plans requiring signed-off receipt using “agreements” endpoint.
3.9. Tresorit
• Feature/Setting: Automate creation of end-to-end encrypted links with customizable expiry and permissions.
3.10. Citrix ShareFile
• Feature/Setting: Automator configures expiry policy and access controls via API.
3.11. SFTP
• Feature/Setting: Automate SFTP server upload, automatedly triggers recipient email notification.
3.12. SendSafely
• Feature/Setting: Automator creates secure send links and automates notifications upon download.
3.13. Slack
• Feature/Setting: Automate confidential document upload via Slack API to private channel or DM.
3.14. Signal API
• Feature/Setting: Automate secure document delivery over encrypted messaging.
3.15. Zivver
• Feature/Setting: Automate send of documents via secure email with recipient authentication.
3.16. Proton Drive API
• Feature/Setting: Automatable encrypted link generation and permission automation.
3.17. Mimecast Secure Messaging
• Feature/Setting: Automates secure outbound document transmission with audit logging via API.
3.18. FileInvite
• Feature/Setting: Automate file requests and secured share, including deadline automation for recipient action.
3.19. Citrix RightSignature
• Feature/Setting: Automate document sign-off with delivery triggers and confirmation automating.
3.20. Sharepoint REST API
• Feature/Setting: Automate upload and permissioned sharing using “share” endpoint with secure access reporting.

Benefits

4.1. Automates time-consuming, repetitive sharing tasks, boosting practice efficiency and reducing errors.
4.2. Automated tracking and audit logs increase compliance with healthcare data privacy requirements.
4.3. Streamlined, automated client communication—ensures secure, timely resource delivery.
4.4. Reduces risk of unauthorized access by automating permissions and expiring links.
4.5. Automation improves patient satisfaction via rapid, consistent, professional follow-up.