Secure document upload and storage

Purpose

 1.1. Enable secure, HIPAA-compliant document collection during allergy patient onboarding.
 1.2. Store submitted forms, ID, consents, and records in appropriate, access-controlled repositories.
 1.3. Integrate upload links into web portals, appointment emails, or SMS reminders.
 1.4. Automate categorization, metadata tagging, and alert assigned allergist/support staff.
 1.5. Maintain detailed audit trails, track document status, and trigger follow-up actions for incomplete uploads.

Trigger Conditions

 2.1. New patient registration or appointment scheduling initiated.
 2.2. Existing patient receives request for updated forms or records.
 2.3. Portal session begins and upload request issued.
 2.4. Secure upload link accessed from email/SMS.
 2.5. Upload detected or file dropped/submitted via webform.

Platform Variants

 3.1. Box
  - Feature: Box File Upload API.
  - Setting: Configure folder per patient; Enable Box Shield for HIPAA controls; use webhook for upload callbacks.
 3.2. Microsoft OneDrive
  - Feature: Graph API / Upload Session.
  - Setting: App registration; access folder via delegated permissions; trigger flow on new file.
 3.3. Dropbox
  - Feature: Dropbox File Requests / API v2 upload endpoint.
  - Setting: Programmatically generate patient-specific file requests; monitor via webhook.
 3.4. Google Drive
  - Feature: Drive API / Files: create/upload endpoint.
  - Setting: Service account permissions; store documents in mapped folders; restrict file sharing.
 3.5. DocuSign
  - Feature: eSignature API / Request Signer Attachments.
  - Setting: Send package with attachment fields tied to patient identity and signer.
 3.6. Adobe Sign
  - Feature: REST API / Agreement Creation with file upload fields.
  - Setting: Add 'attachment' fields to onboarding agreement; restrict uploads to authenticated links.
 3.7. Jotform
  - Feature: File Upload Field via REST API.
  - Setting: Embed form; API monitors submission; sync .pdfs or scans to medical folder.
 3.8. Formstack
  - Feature: File Upload Field + Webhooks.
  - Setting: Patient form with required upload; webhook pushes file to secure storage.
 3.9. ShareFile (Citrix)
  - Feature: File Request Link + Secure Folder API.
  - Setting: Assign HIPAA-enabled folder per patient; send upload links.
 3.10. SFTP Server (e.g., AWS Transfer Family)
  - Feature: SFTP user provisioning/API.
  - Setting: On-the-fly SFTP user/account; upload triggers move into EHR system.
 3.11. Amazon S3
  - Feature: Pre-signed POST URL generation.
  - Setting: Unique link per patient; enforce server-side encryption; lifecycle policy.
 3.12. Azure Blob Storage
  - Feature: SAS Token for secure upload.
  - Setting: Container-per-patient; restrict with short-lived tokens.
 3.13. Egnyte
  - Feature: Egnyte File Upload API/Webhooks.
  - Setting: Create workspace; configure upload URLs; notify via API callback.
 3.14. M-Files
  - Feature: REST API Document Upload.
  - Setting: Attach metadata (‘Allergy/Immunology Onboarding’); workflow rules to autofile.
 3.15. PandaDoc
  - Feature: Document Attachment Block via API.
  - Setting: Embedded upload for patient forms; API stores all files in patient document package.
 3.16. MedTunnel
  - Feature: HIPAA-Secure File Transfer API.
  - Setting: Send upload invite to patient; monitor delivery status.
 3.17. Nextcloud
  - Feature: Public File Drop + WebDAV API.
  - Setting: Generate one-time upload links; store in patient-specific group folders.
 3.18. FileInvite
  - Feature: API-requested document gathering.
  - Setting: List required documents, automate reminders; collect securely in portal.
 3.19. Kiteworks (formerly Accellion)
  - Feature: Secure File Upload API.
  - Setting: HIPAA mode; audit document transfers; specific folder policy.
 3.20. Zoho WorkDrive
  - Feature: File Upload via REST API.
  - Setting: Authorized upload per patient; webhook to practice system after upload.
 3.21. Salesforce Health Cloud
  - Feature: Files Object API.
  - Setting: Enable patients to securely upload to case record; audit via Chatter files feed.
 3.22. Smartsheet
  - Feature: Attachment Column + API.
  - Setting: Secure sheet with restricted access; webhook documents to cloud repository.

Benefits

 4.1. Centralized, secure capture of onboarding documentation for allergy practice.
 4.2. Reduces manual follow-up and lost paperwork; ensures HIPAA compliance.
 4.3. Automates metadata tagging and sorting for rapid chart-building.
 4.4. Triggers alerts for missing or incomplete documentation.
 4.5. Enables seamless collaboration among staff, allergists, and administrative teams.