Compliance & Documentation**Purpose**
1.2. Prevent accidental data loss by automating regular archival of critical documentation for alcoholism treatment programs.
1.3. Improve efficiency by minimizing manual document management, ensuring every patient’s treatment record is systematically preserved and easily retrievable.
1.4. Support multidisciplinary collaboration by maintaining up-to-date records accessible for authorized review in joint interventions.
1.5. Facilitate disaster recovery procedures with real-time, offsite, and versioned backups.
1.6. Enable audit tracing and historical recordkeeping for incident investigations and compliance verifications.
**Trigger Conditions**
2.2. Scheduled time-based triggers (e.g., nightly or weekly backups).
2.3. Manual intervention by staff to archive or backup upon critical milestones (e.g., program discharge).
2.4. Automated alerts from compliance monitoring tools indicating imminent retention deadlines.
2.5. Detection of data integrity changes or system-flagged risks.
**Platform Variants**
3.1. Microsoft SharePoint
• Feature: Document Library API — Configure item creation and set retention policies for auto-archiving.
• Sample: Use "Upload/Update File" Graph API to move finalized PDF notes to archive folder.
3.2. Google Workspace
• Feature: Google Drive API — Automate file movement into secure folders with scheduled triggers.
• Sample: Use "Files: update" endpoint to assign archived label; trigger with Apps Script time event.
3.3. Dropbox Business
• Feature: File Requests & API — Auto-move files and create versioned backups.
• Sample: "filesMoveV2" endpoint on treatment note uploads with retention policy tags.
3.4. Box
• Feature: Box API & Retention Policies — Set up folder triggers for moved/created files and automated backup copies.
• Sample: "POST /folders/:id/items" followed by "POST /retention_policies" for scheduled archiving.
3.5. AWS S3
• Feature: S3 Lifecycle Policies — Automated object transition from 'active' to 'archive' bucket tier.
• Sample: "PutLifecycleConfiguration" for versioning and transitioning after X days.
3.6. Azure Blob Storage
• Feature: Blob Tiering & Time-Based Retention — Configure function triggers for note uploads and move to Archive tier.
• Sample: EventGrid trigger; Set blob tier with "Set Blob Tier" API.
3.7. Google Cloud Storage
• Feature: Object Life Cycle Management — Automate note archival and backup by setting conditions on object creation.
• Sample: gsutil lifecycle set policy; use "Objects: rewrite" for coldline transition.
3.8. Egnyte
• Feature: Egnyte API — Monitor specified directories and move files to compliant archival folders.
• Sample: "POST /fs/move" on finalized notes, audit via "GET /audit/events."
3.9. Zoho WorkDrive
• Feature: WorkDrive API — Periodically transfer files to a dedicated archive folder and set expiration labels.
• Sample: "POST /drive/v1/files/move" on event hook "file updated."
3.10. Citrix ShareFile
• Feature: ShareFile Secure Folders — Automate file movement and backup with workflow triggers.
• Sample: API "Folders_CreateItem" and scheduled workflow runner.
3.11. Salesforce Health Cloud
• Feature: Document Object & Scheduled Flows — Move and version patient attachments.
• Sample: Flow Builder triggered by record update, "ContentVersion" object for versioned storage.
3.12. SAP SuccessFactors
• Feature: Document Management API — Set rules for auto-archiving based on person or program status.
• Sample: "SFAPI_ATTACHMENT_UPLOAD" with scheduled archiving script.
3.13. DocuSign
• Feature: Envelopes API — Automatically archive treatment notes after signature completion.
• Sample: "Envelopes: POST" and "Folders: PUT" to move completed files to archival folder.
3.14. OneDrive for Business
• Feature: Graph API File Actions — Move files and set retention tags via scheduled sync.
• Sample: "DriveItem: move" endpoint; Policy trigger via Compliance Center.
3.15. Smartsheet
• Feature: Smartsheet Attachments API — Archive files uploaded to a row/form; move or copy to archive sheet.
• Sample: "POST /sheets/{sheetId}/attachments" with event-based workflow.
3.16. Slack
• Feature: Slack Files API — Detect file uploads and use workflow builder to move files to archive channel/app.
• Sample: "files.shared" event triggers external backup via file ID.
3.17. Nextcloud
• Feature: Nextcloud Flow — Configure auto-tagging and move rules for uploaded files.
• Sample: Workflow app "When file is tagged as finalized, move to Archive."
3.18. ServiceNow
• Feature: Record Producer & Attachment API — Archive treatment note attachments when case is closed.
• Sample: Scripted Flow Designer on "Record closed" triggers POST to backup service.
3.19. Trello
• Feature: Butler Power-Up for Attachments — Monitor card attachments and move to archive board via rule.
• Sample: "When card with attachment is archived, copy file to backup location."
3.20. Notion
• Feature: API Integration — Monitor page changes/tags and auto-backup attachments to external storage.
• Sample: Webhook for "property changed" triggers backup routine.
3.21. Monday.com
• Feature: Automations & Files API — Automatically archive file columns to S3 or internal archive board.
• Sample: Automation recipe: "When status changes to Closed, export file to backup."
3.22. M-Files
• Feature: Metadata-driven workflows — Auto-classify and archive records based on property values.
• Sample: Workflow step "Set Archive property to Yes upon finalization event."
3.23. Jotform Enterprise
• Feature: API Submission Sync — Archive form-generated notes into a secure, compliant storage.
• Sample: "Form Submission" webhook triggers file transfer to backup storage API.
3.24. HubSpot CRM
• Feature: Engagements/Attachments API — Archive all related documents on contact status change.
• Sample: Workflow trigger on "Deal Closed" exports attachments to archival location.
**Benefits**
4.2. Reduces manual administrative overhead and risk of human error in documentation handling.
4.3. Strengthens disaster recovery readiness with redundant, automated, and remote backup processes.
4.4. Enhances data integrity, audit trail visibility, and accountability for all patient records.
4.5. Supports organizational scalability as the volume of programs and notes increases.
4.6. Improves staff productivity and comfort in regulatory audits and internal reviews.