No patient Google account
Patients and caregivers can upload requested files through a protected link without signing into Google or creating a portal account.
Secure healthcare document intake
Secure patient intake and document uploads without Google login friction.
PHI Uploader helps small healthcare, behavioral health, ABA, and therapy practices collect intake packets, signatures, insurance cards, IDs, referrals, and records through a protected link. Patients upload without Google or portal accounts; clean files route to Google Drive after access-code verification and malware scanning.
Fix document intake now without moving everyone into another portal.
No patient Google accountBAA review before production PHIGoogle Workspace readiness checkAccess-code protected linksMalware scan before Drive delivery
Recipient flow
Patient intake packet
Protected
Access code verified
Insurance card and ID uploaded
Intake answers and signature captured
Scan before Drive delivery
No Googlepatient sign-in not required
Google Drivecustomer-approved destination
Receiptreference after submit
Where it fits
Use it when documents are the problem, not your EHR
Full intake suites can help with scheduling, payments, texting, CRM, and portal migration. PHI Uploader focuses on the painful handoff: getting the right sensitive documents from the right person into the right Drive folder.
Complete intake packets
Collect intake answers, signatures, insurance cards, IDs, referrals, records, and acknowledgements in one guided flow.
BAA-gated PHI workflows
Production PHI request links stay gated behind BAA review, customer Workspace BAA attestation, and platform owner approval.
Drive-ready handoff
Clean files and generated PDF summaries route to the customer-approved Google Drive destination your team controls.
How it works
From intake packet to Drive delivery
The workflow stays simple enough for patients and specific enough for staff to track what was requested, submitted, scanned, and delivered.
1. Create the intake packet
Configure the questions, file requests, signatures, acknowledgements, and Drive destination for one workflow.
2. Send a secure link and access code
Share a protected request link and separate access code with the patient, caregiver, or referral partner.
3. Patient uploads, answers, and signs
Recipients complete the request from a phone, tablet, or computer without a Google account or portal login.
4. PDF and clean files route to Drive
Uploaded files are scanned before delivery, and the completed PDF summary is saved to the configured Drive folder.
Why not Google Forms?
Secure collection without login-gated file uploads or inbox sprawl
PHI Uploader is not a broad patient engagement suite. It is a focused intake handoff for teams that need a safer way to collect patient documents, signatures, and answers into Google Drive.
Common workaroundWhere PHI Uploader fits
Google Forms file-upload questions require the responder to sign into a Google Account.Patients can upload documents through the PHI Uploader link and access-code flow without a Google login.
Email attachments scatter PHI across inboxes, forwards, downloads, and manual follow-up threads.One protected request packet collects answers, signatures, files, and a receipt reference in a structured workflow.
Generic form builders often leave BAA, Drive permissions, and PHI handling as unclear customer research.BAA review, Google Workspace readiness, Drive routing, and shared-responsibility boundaries are part of onboarding.
A full patient portal or intake suite can be too broad when the urgent problem is document collection.PHI Uploader stays focused on secure intake and document upload handoff; it does not replace an EHR or portal.
Common workflows
Start with the packets staff already chase
ABA and behavioral-health teams can request insurance cards, Medicaid documents, diagnostic evaluations, IEPs, parent intake answers, signed acknowledgements, and caregiver-uploaded records in one protected packet.
Required questions and file requests
Signature and acknowledgement fields
Mobile document upload
Staff status timeline
PDF summary with raw-answer purge
Receipt reference for each submission
FAQ
HIPAA, BAA, Drive, and patient-login questions
The important details are intentionally plain: PHI Uploader is built to support HIPAA-regulated intake workflows, with clear customer responsibilities before production PHI is collected.
Is PHI Uploader HIPAA compliant?
PHI Uploader is built to support HIPAA-regulated intake workflows, but no software makes a practice automatically compliant. Customers remain responsible for policies, staff access, retention, Google Workspace configuration, and Drive permissions.
Do patients need a Google account?
No. Patients, caregivers, and referral partners can use a protected request link and access code to upload files and complete the packet without signing into Google.
Do you provide a BAA?
BAA review happens before production PHI workflows. Production request links stay gated until the customer BAA, Workspace BAA attestation, and platform owner approval are complete.
Where do forms and uploads go?
Clean uploaded files and the generated PDF summary route to the customer-approved Google Drive destination. Temporary staging is reduced through lifecycle cleanup and raw-answer purge after PDF delivery.
Can we use our existing intake packet?
Yes. The best pilot starts with one intake packet your staff already chases, such as referrals, insurance updates, consent forms, or onboarding documents.
Is this a patient portal?
No. PHI Uploader is a focused secure intake and document upload workflow. It does not replace your EHR, patient portal, scheduling system, or long-term medical records archive.
Get started
Start with one packet your staff chases every week
Bring one workflow: ABA referrals, insurance updates, intake packets, or staff credentials. We will review BAA, Google Workspace readiness, and pricing before production PHI.