Secure sharing of records with authorized parties

Purpose

 1.1. Enable organizations to safely share sensitive addiction recovery and healthcare records with only authorized third parties, ensuring HIPAA and 42 CFR Part 2 compliance.
 1.2. Automate audit logging of all access, verify recipient identity, and restrict records based on consent directives, provider roles, or legal mandates.
 1.3. Eliminate manual email/fax workflows, reduce risk of accidental disclosure, and maintain end-to-end traceability of all document transmissions.

Trigger Conditions

 2.1. Request for records from authorized external provider, payer, or legal entity.
 2.2. Approval of patient consent release, recorded via EHR or digital signature tool.
 2.3. Scheduled audits, compliance reviews, or inter-agency data sharing mandates.
 2.4. Completion of treatment episode requiring summary transmission to referral source.
 2.5. Disaster recovery or legal investigations demanding retrieval and secure sharing.

Platform Variants

 3.1. DocuSign API
  • Feature/Setting: "Envelopes: create" for secure electronic delivery and recipient authentication.
 3.2. Microsoft SharePoint
  • Feature/Setting: "Share document with external users" with conditional access policies.
 3.3. Box
  • Feature/Setting: Collaboration API—Set access controls, generate secure shared links with audit logs.
 3.4. Salesforce Health Cloud
  • Feature/Setting: Health Cloud APIs—Secure record access sharing via permission sets.
 3.5. Google Workspace (Drive)
  • Feature/Setting: Drive API—Restricted link sharing with “viewers only” and expiration dates.
 3.6. Dropbox Business
  • Feature/Setting: "Shared links with passwords and expiry" via Dropbox API.
 3.7. AWS S3
  • Feature/Setting: Pre-signed URLs with S3 bucket policy constraints for time-/IP-limited access.
 3.8. OneDrive for Business
  • Feature/Setting: File sharing to external users using “Specific People” option, alerts on downloads.
 3.9. Slack Enterprise Grid
  • Feature/Setting: Workflow builder—Secure file transfer; restrict file access per workspace policy.
 3.10. Citrix ShareFile
  • Feature/Setting: Secure “Request List” and one-time access authentication on share.
 3.11. Spirion
  • Feature/Setting: Data Classification & Policy Automation; auto-detect/share/redact PHI.
 3.12. Jotform Enterprise
  • Feature/Setting: HIPAA-compliant forms; conditional autoresponders for secure record sending.
 3.13. Adobe Experience Manager Forms
  • Feature/Setting: Encrypted document routing, role-based participant routing via API.
 3.14. Twilio SendGrid
  • Feature/Setting: Secure email API; custom headers for compliance, recipient validation.
 3.15. Egnyte
  • Feature/Setting: File-link generation API, granular download/view access, “lifetime” expiry.
 3.16. ServiceNow ITSM
  • Feature/Setting: “Secure Task” automated notifications and record attachments with audit.
 3.17. Ironclad
  • Feature/Setting: Contract workflows API; permissioned sharing and version control.
 3.18. Zoho WorkDrive
  • Feature/Setting: External sharing control—customize access level, validity, audit reports.
 3.19. Okta
  • Feature/Setting: Authentication webhooks for authorization gating of record downloads.
 3.20. MuleSoft
  • Feature/Setting: API gateway—data sharing flows with policy enforcement for authorized integrations.

Benefits

 4.1. Ensures regulatory compliance for all record sharing events and access controls.
 4.2. Reduces manual workload and minimizes likelihood of human error in PHI transmission.
 4.3. Provides real-time tracking and immutable audit trails for every recipient and access event.
 4.4. Strengthens patient trust by ensuring only designated parties access sensitive information.
 4.5. Accelerates collaboration, referral, and legal fulfillment processes in addiction recovery programs.