Start with one packet
Use PHI Uploader for a defined intake packet, referral request, insurance update, or Drive handoff instead of a broad platform migration.
Use cases
Focused document intake workflows for ABA and behavioral-health teams
PHI Uploader is built for teams that need a safer front door for sensitive document collection while keeping Google Drive as the staff handoff point.
Where to start
Use PHI Uploader when the document handoff is the problem
The pages below describe potential workflows. They are not real deployment stories, and they do not imply measured outcomes.
ABA intake
ABA Intake Document Uploads
PHI Uploader gives ABA intake teams a focused way to request forms, signatures, insurance cards, IDs, IEPs, diagnostic records, and caregiver uploads through a protected link and access-code flow.
View workflow Referral intakeBehavioral Health Referral Documents
Behavioral health and therapy teams can use PHI Uploader when referrals arrive with missing files, unclear attachments, or extra follow-up needed before review.
View workflow Insurance and ID collectionInsurance Card and ID Uploads
PHI Uploader helps small healthcare teams request card images, IDs, consent acknowledgements, and supporting files through a focused upload workflow that routes clean submissions to Drive.
View workflow Drive-first intakeGoogle Drive Patient Document Collection
PHI Uploader is designed for teams that already organize intake work in Drive but need a more controlled way to collect documents from patients, caregivers, or referral partners.
View workflowNarrow by design
A front door for uploads, not another operating system
PHI Uploader fits best when staff already know where documents should go, but collection still happens through inboxes, shared-folder confusion, or login-gated upload forms.
Stay Drive-first
Clean files and generated PDF summaries route to the approved Google Drive destination your team already uses.
Keep the boundary clear
BAA review, Workspace readiness, access-code links, private staging, scanning, and audit events support regulated intake workflows.
Get started
Bring one workflow your team already chases
Start with one packet or upload path. We will review fit, BAA readiness, Workspace status, Drive delivery, and launch boundaries before production PHI use.