Document & Workflow AutomationPurpose
1.2. Automate compliance with HIPAA/GDPR, eliminate manual file transfers, and instantly deliver updated documentation to authorized recipients.
1.3. Integrate secure file repositories with scheduling, EHR/EMR, and digital signature tools for seamless care cycles across multiple modalities.
Trigger Conditions
2.2. Practitioner uploads or updates a treatment plan.
2.3. Client requests access to their health records.
2.4. Scheduled appointment triggers pre/post-session information packet delivery.
2.5. Consent forms or insurance documentation require digital signature.
2.6. Third-party specialist referral initiated.
2.7. Secure file upload link requested by patient or caregiver.
Platform Variants
3.1. Dropbox
• Feature/Setting: File request API. Configure folder access for client-specific documents, with automated URL generation.
3.2. Google Drive
• Feature/Setting: Drive API — file upload/share endpoint. Apply protective sharing settings, use event watch for triggers.
3.3. Microsoft OneDrive
• Feature/Setting: Graph API, createShareLink, assign expiry and recipient for confidential documents.
3.4. DocuSign
• Feature/Setting: Envelope creation API for secure document sending and e-signatures on HIPAA compliance forms.
3.5. Adobe Acrobat Sign
• Feature/Setting: Workflow APIs to automate multi-party file sharing, secure digital signature workflows.
3.6. Box
• Feature/Setting: Shared link API; enable watermarks and set access expiration via metadata triggers.
3.7. ShareFile (Citrix)
• Feature/Setting: Secure upload endpoints, automate client folder creation upon new intake form submission.
3.8. Egnyte
• Feature/Setting: Public/private link automation, auto-expiry configuration for time-bound document access.
3.9. Jotform
• Feature/Setting: File upload field with webhook notification for instant practitioner review and secure forwarding.
3.10. PandaDoc
• Feature/Setting: Document workflow API for pre-configured health forms; restrict download until e-signature completion.
3.11. HelloSign
• Feature/Setting: Embedded signing API for consent/document nodes in patient onboarding sequences.
3.12. Zoho WorkDrive
• Feature/Setting: Client workspace automation, API to manage team/shared access rights.
3.13. Tresorit
• Feature/Setting: Link sharing with end-to-end encryption enabled; auto-revoke after time or open count.
3.14. SecureDocs
• Feature/Setting: Virtual data room API for document deliveries and granular recipient audit.
3.15. Huddle
• Feature/Setting: Permission automation, document upload notification API for practitioner approval chains.
3.16. SignNow
• Feature/Setting: Upload & send API, automated progressive disclosure of sensitive patient files.
3.17. SFTP (via Hosted Service e.g., ExaVault)
• Feature/Setting: User mapping, event-triggered SFTP account provisioning for external specialist access.
3.18. Slack
• Feature/Setting: File upload API with direct client DM delivery after event validation (ZPaaS integration).
3.19. Salesforce Health Cloud
• Feature/Setting: Document object trigger; auto-email protected files via secure link to patient’s record owner.
3.20. Nextcloud
• Feature/Setting: Secure file request/share app, API-driven external link rotation, limited download quotas.
Benefits
4.2. Enables instant, policy-compliant document delivery and retrieval.
4.3. Minimizes risk of accidental data breaches or unauthorized access.
4.4. Enhances trust with clients and partners through transparent file handling.
4.5. Accelerates onboarding, referrals, and comprehensive care cycles within alternative medicine practices.
4.6. Ensures a tamper-proof, fully auditable trail of document transactions.