Digital document management and archiving

Purpose

1.1. Automate the capturing, indexing, storage, retrieval, and secure archiving of digital patient and medical records for immunologists, including lab results, consent forms, prescriptions, and correspondence.
1.2. Automate compliance enforcement with healthcare data regulations (e.g., HIPAA, GDPR) for document retention, audit trails, and access logs.
1.3. Enables automated document tagging, automated notification of expiring documents, and automated archiving upon completion of administrative processes.
1.4. Facilitate automated collaboration, integration with practice management software, and secure patient information exchange across entities.

Trigger Conditions

2.1. New patient record or case file is generated or uploaded.
2.2. Laboratory result or referral is received digitally or scanned and uploaded.
2.3. Prescriptions, consent forms, or billing documents are submitted.
2.4. Time-based triggers for scheduled archiving or purging.
2.5. User-initiated requests for information or documentation retrieval.
2.6. Automated event detection of signature completion or file modifications.

Platform Variants

3.1. Microsoft SharePoint
• Feature/Setting: Automate File Upload API – Configure Flow to automatically upload, tag, and archive documents to secure SharePoint libraries.

3.2. Google Drive
• Feature/Setting: Google Drive API (Files: create, Files: update) – Automate classification and upload of files, with automatable triggers from Google Workspace.

3.3. Dropbox Business
• Feature/Setting: File Requests & Paper API – Automate the capturing and filing of external documents submitted by labs and patients.

3.4. DocuSign
• Feature/Setting: Envelopes API (create/send) – Automate extraction and archiving of signed consent forms and contracts.

3.5. Box
• Feature/Setting: Box Uploads and Metadata API – Automate indexing, secure storage, and enforce lifecycle management.

3.6. Egnyte
• Feature/Setting: Egnyte Files API – Automate digital archiving and permission management on files related to patient workflows.

3.7. Laserfiche
• Feature/Setting: Workflow Automation – Automate document routing, approval workflows, and automated archiving.

3.8. M-Files
• Feature/Setting: Automated Metadata-driven Document Management – Configure automated filing rules for document types.

3.9. Alfresco
• Feature/Setting: Content Services REST API – Automate bulk upload, automated retention, and audit logging.

3.10. iManage
• Feature/Setting: iManage Work API – Automate workspace creation, document upload, and auto-classification.

3.11. OpenText
• Feature/Setting: OpenText Content Server API – Automate archiving, digital rights management, and search.

3.12. Zoho WorkDrive
• Feature/Setting: WorkDrive API (Files/Folder Operations) – Automate storing, tagging, and archival workflows.

3.13. OneDrive for Business
• Feature/Setting: Graph API (DriveItem: create, list, update) – Automate batch filing and rights assignment.

3.14. OnBase by Hyland
• Feature/Setting: Workflow Automation – Configure automated capture and lifecycle management of records.

3.15. Citrix ShareFile
• Feature/Setting: Automation Tools – Automate secure uploading, archiving, and retention enforcement.

3.16. Evernote Business
• Feature/Setting: Notes API – Automate document note creation from scanned uploads and emails.

3.17. Adobe Document Cloud
• Feature/Setting: Document Services API – Automate conversion, digital signature capture, and archiving to cloud stores.

3.18. PandaDoc
• Feature/Setting: API for Document Creation/Archiving – Automate workflow for approval and long-term storage.

3.19. Notion
• Feature/Setting: Notion API – Automate structured document repositories and collaborative archiving.

3.20. SAP Records Management
• Feature/Setting: ArchiveLink Interface – Automate routing and archiving of output from SAP modules.

3.21. Jellyfish
• Feature/Setting: Jellyfish API – Automate organizing and maintaining document evidence for compliance audits.

Benefits

4.1. Automates elimination of manual document handling and minimizes risk of human error.
4.2. Supports compliance through automated retention policies and audit trail automation.
4.3. Automates secure sharing across multidisciplinary teams, with automated access control and permission assignment.
4.4. Automating document retrieval accelerates patient care and administrative response times.
4.5. Automated document management accelerates onboarding, reduces overhead, and automates compliance for immunology clinics and professional services in healthcare.