Document imports
Import the forms you already use.
Turn a blank PDF or image into an editable form with AI-assisted import. Review the draft, refine the questions, and save it for your team.
Available for enabled accounts
Explore document importsPatient paperwork,
collected the careful way.
One protected link collects intake answers, signatures, insurance cards, and records — no patient Google account, no portal to manage. Clean, scanned files land in the Drive folder your team controls.
7 days · Up to 10 submissions · No card required. Your trial starts after workspace setup.
For small healthcare and behavioral-health practices.
- No patient Google account
- Access-code protected links
- Malware scan before delivery
- BAA review before production PHI
Not a portal. Not an EHR. PHI Uploader does one job — moving sensitive documents from families into the right Drive folder — and does it carefully.
How it works
Four steps, visible to your staff the whole way through.
Build the packet
Create forms or combine saved forms into a reusable packet, then choose the Drive folder for delivery.
Send one link
The family gets a protected link. The access code travels separately.
They finish anywhere
Phone, tablet, or computer. No Google account, no new password to forget.
Clean files arrive
Every upload is malware-scanned, then the PDF summary and files land in your Drive.
Make the forms yours. Keep the handoff simple.
Bring in your documents, build the packet, and choose the experience families see.
Document packets
Put the whole packet in one link.
Combine saved forms into an ordered, reusable packet. Send intake, consent, and document requests together through one protected link.
Saved forms, in the order you choose
Explore document packetsForm layouts & question types
Choose how the questions unfold.
Choose One question at a time, Single page, or Multiple pages. Explore expanded question types for the answers and documents you need.
Each form keeps its layout inside a packet
Explore layouts & question typesOne packet carries the whole ask.
Everything staff currently chase across email threads, folded into a single request.
Full feature list- Intake answers
- Required questions mean packets come back complete the first time, not in three follow-up emails.
- Documents
- Insurance cards, IDs, referrals, IEPs, evaluations — photographed from a phone or uploaded from a computer.
- Signatures
- Consent and acknowledgement fields, captured in the same sitting as the rest of the packet.
- A status timeline
- Staff see requested, submitted, scanned, and delivered — instead of sending another “just checking in.”
- The PDF record
- A summary PDF files to Drive alongside the uploads. Raw answers are purged after delivery.
- A receipt
- Families get a reference number, so both sides know the packet went through.
See the intake handoff in action.
Follow an ABA packet from the caregiver’s screen to your team’s Drive folder.
Why not the usual workarounds?
They are free, and they quietly work against you.
- Google Forms
- File-upload questions force patients to sign in to a Google account. A PHI Uploader link asks for an access code — no account, no password.
- Email attachments
- PHI scatters across inboxes, forwards, and download folders. A packet keeps answers, files, and signatures together, with a receipt at the end.
- Generic form builders
- BAA terms, Drive permissions, and PHI handling become your research project. Here, BAA review and Workspace readiness are part of onboarding.
Security is the workflow, not a feature page.
Every packet moves through the same checks. There is no casual path around them.
Read the security overview- Access codesRequest links open only after a separate access code is verified.
- Malware scanningEvery file is scanned before it is allowed anywhere near your Drive.
- The BAA gateProduction PHI stays locked until your signed BAA, Workspace coverage, account security, Drive setup, and required membership activation are complete.
- Short memoryRaw answers purge after the PDF is delivered. Staging files clean up on a lifecycle schedule.
Plain answers
The questions practices ask before getting started.
Is PHI Uploader HIPAA compliant?
It is built for HIPAA-regulated intake, but no software makes a practice compliant on its own. Your team stays responsible for policies, staff access, retention, and your Google Workspace and Drive configuration — and we are explicit about that boundary from the first call.
Do patients need a Google account?
No. A protected link and an access code are all a patient, caregiver, or referral partner needs, on any device. Nobody creates a portal account.
Do you provide a BAA?
Yes. You sign the BAA during setup and attest to your Google Workspace coverage. Self-service workspace checks run automatically, and patient requests become available after setup and membership activation.
Where do the forms and uploads go?
To the Google Drive folder your team chooses and controls. The PDF summary files alongside the clean uploads, and raw answers are purged after delivery.
Can we use our existing intake packet?
Yes. Create and save your forms, then combine them into an ordered, reusable packet shared through one protected link. For enabled accounts, AI-assisted import can turn blank PDFs or images into editable form drafts for your team to review before use.
Is this a patient portal?
No, and it is not trying to be one. PHI Uploader does not replace your EHR, portal, or scheduling system. It fixes document collection — the part that was living in email.
Start with the packet your staff chases every week.
Start with referrals, insurance updates, consents, or onboarding. Complete your BAA, account security, and Google Workspace setup before collecting patient information.