Secure digital storage of medical documents

Purpose

1.1. Automates secure digital storage of pediatric medical records to ensure regulatory compliance, data retention, structured access, and audit trail.
1.2. Automator solution for encrypting, organizing, and storing sensitive documents (e.g., vaccination records, lab results, referrals) in a standardized, retrievable, and compliant digital repository.
1.3. Enables automated access controls, digital signatures, version management, backup, and notification flows for medical staff.
1.4. Supports automating access permission assignment and automated data lifecycle management for HIPAA and GDPR adherence.

Trigger Conditions

2.1. Automator activates when new patient documents are scanned, uploaded via EHR, or submitted through secured upload portals.
2.2. Automated scheduling (e.g., at the end of clinics/day) or staff-initiated triggers.
2.3. Event-driven by EHR/API update, file drop in a monitored folder, or third-party integrations (e.g., referrals from hospitals).
2.4. Automation triggers on compliance task reminders (e.g., retention, archiving, access review).

Platform Variants

3.1. Google Drive
• API: Drive API v3 — automate files upload, set encrypted file storage, manage user permissions (files.create, permissions.create).
3.2. Microsoft OneDrive
• API: Graph API — automate storing, organize via folder structure, share links with temporary access, (driveItem.upload, share).
3.3. Dropbox Business
• API: Dropbox API — automatically upload files, set file-level access, and enable content restrictions (files_upload, sharing_create_shared_link).
3.4. AWS S3
• API: S3 REST API — automate upload (PutObject), automate encrypt (SSE-S3), automate bucket policy for role-based access.
3.5. Box
• API: Box Platform API — automate secure upload, user collaboration (files:upload, collaborations:create).
3.6. Citrix ShareFile
• API: File Box Operations — automated upload/download, set folder security (FileBox.Add, Folder.Update).
3.7. Egnyte
• API: Egnyte API — automate file creation, automate access management, monitor access logs (file upload, permissions).
3.8. Zoho WorkDrive
• API: WorkDrive API — automate folder creation, upload, group-based access (createFolder, uploadFile, addMember).
3.9. Nextcloud
• API: WebDAV — automate file upload (PUT), set granular sharing policies, and retention rules.
3.10. Tresorit
• API: Tresorit API — automate encrypted upload, automate link expiration settings, automate compliance file logging.
3.11. iManage
• API: iManage Work API — automate document upload, retention, and metadata indexing for pediatric files.
3.12. M-Files
• API: M-Files REST API — automate vault document creation (CreateObject), automate permission assignment rules.
3.13. DocuWare
• API: REST API — automate document import, categorize with index fields (Documents/PostDocument), automate workflows for approvals.
3.14. Laserfiche
• API: Laserfiche API — automate storage with templates, automate digital signatures, automate retention (Entries.Create).
3.15. SharePoint Online
• API: Microsoft Graph — automate upload, set compliance metadata, automate alerts for access (DriveItem.CreateUploadSession).
3.16. OpenText
• API: Content Suite REST API — automate content upload, set retention, automate secure access.
3.17. Veeva Vault
• API: Veeva Vault API — automate pediatric records import, automate versioning, automate access provisioning.
3.18. NetDocuments
• API: NetDocuments REST API — automate document creation, automate workspace assignment by patient.
3.19. Jotform + Google Drive
• Automation: Configure trigger on Jotform upload, automate transfer to Google Drive for storage.
3.20. Formstack Documents + Box
• Automation: Automate trigger on form submission, automate document generation and transfer to Box using Box API.

Benefits

4.1. Automates regulatory compliance (HIPAA, GDPR) with secure digital archiving and automated audit trails.
4.2. Increases efficiency via automated storage, retrieval, and backup, minimizing manual work.
4.3. Reduces data breach risks by automating encryption, permission, and access policy enforcement.
4.4. Ensures uptime and disaster recovery through automated cloud redundancy and backup strategies.
4.5. Automates reminders for retention, auditing, and access review schedules to enhance compliance.
4.6. Scalability for pediatric clinics as the automated platform adapts to growing data needs.
4.7. Improves collaboration and communication by automating secure sharing and access notifications.
4.8. Minimizes human error with automation of document classification, indexing, and organization.