Medical Records & Evidence Handling AutomationsPurpose
1. Automate secure upload link generation/delivery for clients to submit medical records and evidence directly to legal teams, ensuring compliance, audit tracking, and process simplification.
2. Automatedly route uploaded files into encrypted storage with real-time client and staff notifications.
3. Automate audit logs and evidence chain management, maintaining confidentiality and data integrity in the medical law context.
Trigger Conditions
1. Automator activated upon client request for medical records/evidence submission through intake form, email, or scheduled communication.
2. Automated trigger via new case entry, specific case stage, or staff assignment in the legal case management system.
Platform Variants
1. Dropbox
- API: /files/create_folder, /sharing/create_shared_link_with_settings
- Automate folder setup and secure link sharing for each client submission.
2. Box
- API: /folders, /shared_links
- Automatedly provisions evidence folders and grants temporary upload access.
3. Google Drive
- API: drive.files.create, permissions.create
- Automates upload link creation and revocation post-submission for security.
4. Microsoft OneDrive
- API: /drive/root/children, /createLink
- Automate confidential upload links, auto-expiring when files are received.
5. Citrix ShareFile
- Function: Request File Links
- Automates secure, expiring upload request links and instant notification upon file receipt.
6. SendSafely
- Feature: Secure Dropzone
- Automator for per-client upload zone with real-time alerts on upload activity.
7. SharePoint
- API: _api/web/folders, _api/web/GetFolderByServerRelativeUrl
- Automates folder creation and secure access configuration for evidence uploads.
8. Egnyte
- API: /v1/share, /publicLink
- Automates temporary upload links with audit logging.
9. DocuSign
- Feature: PowerForms
- Automated upload forms embed file attachments for medical evidence.
10. Jotform
- Widget: File Upload, API: /submissions
- Automate embedding upload widget and integrates with cloud storage.
11. Gravity Forms
- Add-on: File Upload Field
- Automates intake forms with secure medical record upload.
12. Twilio SMS
- API: Messages, Media
- Automates SMS dispatch of secure upload URLs with tracking.
13. SendGrid
- API: Mail Send v3
- Automates timed email delivery of custom secure upload links.
14. Adobe Sign
- Feature: Web Forms
- Automator creates e-sign forms with optional medical record upload sections.
15. Formstack
- Feature: File Upload
- Automated evidence collection and auto-forwarding to case storage.
16. AWS S3
- API: generatePresignedUrl
- Automate S3 bucket upload links valid for limited duration.
17. Azure Blob Storage
- API: Generate SAS Token
- Automates SAS-based upload links with time and permission limits.
18. FTP/SFTP Servers
- Function: Automate temporary credential provisioning with script/API.
- Automator generates one-time login credentials for each client.
19. FileInvite
- API: /SendInvite
- Automated medical record request and secure upload portal.
20. Zoho WorkDrive
- API: /upload, /share
- Automates file upload and custom access per client case.
21. PandaDoc
- Feature: Document Upload Field
- Automates client evidence uploads inside legal contract requests.
22. HelloSign
- Feature: File Request Links
- Automate generation and notification for record submission.
Benefits
1. Automates client self-service medical record and evidence uploads, reducing staff workload.
2. Automating audit trails ensures chain-of-custody and regulatory compliance for medical lawyers.
3. Automated notifications and secure access lower human error and missed submissions.
4. Automation frees time for legal professionals, automating redundant manual steps.
5. Secure, automated process increases client trust, accelerating case intake and management.