Secure document upload and categorization

Purpose

1.1. Enable ABA therapy providers to securely collect, categorize, and manage patient documents (e.g., treatment forms, assessments) digitally.
1.2. Ensure compliance with HIPAA and industry standards by enforcing encryption and access controls.
1.3. Allow seamless document retrieval by auto-categorizing uploads based on patient ID, document type, or upload context.
1.4. Minimize manual work in admin and clinical documentation, supporting faster therapy updates, insurance claims, and audit readiness.
1.5. Enhance collaboration among therapists, case managers, and billing teams via automated document notifications and central access.

Trigger Conditions

2.1. Document upload via web portal, email, or mobile app by staff, patient, or guardian.
2.2. Scheduled or recurring requests for updated clinical forms or insurance paperwork.
2.3. Detection of new assessment or therapy summary generated in EHR/EMR.
2.4. File received from external referral source or insurance carrier via secure channel.
2.5. Automated reminder triggers when required documentation is missing or incomplete.

Platform Variants

3.1. Google Drive
• Feature/Setting: Files: insert; configure OAuth 2.0, set MIME type, select secure parent folder.
3.2. Microsoft OneDrive
• Feature/Setting: CreateUploadSession API; use delegated permissions, enable file categorization tags.
3.3. Dropbox
• Feature/Setting: /files/upload endpoint; set mode to 'add', enforce content_hash verification.
3.4. Box
• Feature/Setting: Uploads API; assign metadata on upload, require classification labeling.
3.5. SharePoint
• Feature/Setting: Files.Add endpoint; custom content types and automated folder assignment.
3.6. DocuSign
• Feature/Setting: Envelopes: create; auto-route signed docs to secure folder, meta-tag by signature status.
3.7. Salesforce
• Feature/Setting: Files: insert & ContentVersion; link to patient records, automap to case objects.
3.8. Zoho WorkDrive
• Feature/Setting: Files API; set upload properties and associate to Team Folders or Workspaces.
3.9. Citrix ShareFile
• Feature/Setting: Upload API; enforce client-specific directory structure, apply DLP policy.
3.10. Egnyte
• Feature/Setting: /file/upload endpoint; directory auto-creation, trigger custom workflows for new documents.
3.11. AWS S3
• Feature/Setting: PutObject; enable server-side encryption, use metadata fields for patient and doc type.
3.12. Azure Blob Storage
• Feature/Setting: Put Blob; configure container access policies, use metadata for categorization.
3.13. Google Cloud Storage
• Feature/Setting: Objects: insert; set bucket object-level permissions, add custom labels for auto-sorting.
3.14. JotForm
• Feature/Setting: Webhook + Upload Field; transmit completed forms to DMS upon submission.
3.15. Formstack
• Feature/Setting: File Upload Field, document routing rule to secure drive with field-based foldering.
3.16. PandaDoc
• Feature/Setting: Documents: Upload, set tags on intake, notify team on new therapy forms.
3.17. HelloSign
• Feature/Setting: Signature request, webhook completion event uploads doc to designated secure directory.
3.18. Smartsheet
• Feature/Setting: Attachments API, map file to patient row, auto-sort by sheet filter logic.
3.19. Slack
• Feature/Setting: Files.upload, trigger secondary workflow when doc shared in protected clinical channel.
3.20. Monday.com
• Feature/Setting: Files column automation, transfer attachments to DMS and tag by board item value.

Benefits

4.1. Reduces risk of compliance violations by controlling upload method, access, and categorization automatically.
4.2. Accelerates workflow, enabling instant therapist and admin access to patient records and required documentation.
4.3. Eliminates manual errors in document sorting, boosting data integrity for audits and insurance.
4.4. Scales easily for clinics of any size by supporting multiple upload sources and advanced categorization logic.
4.5. Improves family and client experience with secure, hassle-free digital submissions and quick feedback.