For ABA practices using Google Workspace
Stop chasing intake paperwork.
Collect caregiver forms, insurance cards, evaluations, and signatures through one protected link. Completed packets go to your practice’s Google Drive. Families don’t need a Google account.
7 days · Up to 10 submissions · No card required
Your trial starts after workspace setup is complete.
Ready for the next step.
- Caregiver intake form
- Insurance card, front & back
- Referral & diagnostic evaluation
- Consent & signature
- No caregiver Google account
- Forms, files, and signatures
- Delivery to your Google Drive
From the first request to your Drive folder
A clear next step for everyone.
- 01Your intake team
Build your intake packet.
Choose the questions, required uploads, and signature fields. Select the Google Drive folder where completed packets belong.
- 02The family
Give the family one link.
Share the protected request link and send its access code separately. Caregivers complete the packet on a phone, tablet, or computer.
- 03Back to your team
Review it in Google Drive.
Files are scanned before clean uploads and a PDF summary arrive in your approved folder. Staff can check submission and delivery status.
See the actual experience
Follow an intake packet to Google Drive.
See the staff and caregiver screens, from a protected request to delivery. The completed demo includes two uploaded documents and a generated PDF summary in the selected Drive folder.
Download the workflow guide (PDF)Built around your intake checklist
Your packet.
Your questions.
Bring together the items your team needs before the next onboarding step. Make required items clear from the start.
Explore the features- Caregiver intake forms
- Your questions, required answers, and acknowledgements.
- Insurance cards & referrals
- Request the front and back of a card and supporting referral documents.
- Evaluations & school records
- Collect diagnostic reports, IEPs, and records your team needs to review.
- Consent & signatures
- Add signature fields and your practice’s consent language to the packet.
Thoughtful handling of sensitive information
The safeguards belong in the workflow.
Start with your BAA, account security, Google Workspace coverage, and approved Drive destination. Then collect with a defined path from request to delivery.
Read the security overview- Protected access
- A separate access code protects each request before the family can complete it.
- Scan before delivery
- Uploads are staged privately and scanned. Suspicious or failed files are not delivered as clean records.
- Your team’s Drive destination
- Clean files and the PDF summary go to the approved folder your practice controls.
- A defined data lifecycle
- Raw answers are purged after PDF delivery. Temporary upload storage has lifecycle cleanup.
Before you get started
A few practical questions.
For practice owners and the people who keep intake moving.
Do caregivers need a Google account?
No. For a protected request, caregivers open the link and enter the access code your team shares separately. They can answer questions, upload files, and sign from their phone, tablet, or computer without creating a Google or portal account.
Can we use the intake questions we already have?
Yes. Build a template using your existing questions, consent language, signature fields, and required document list. Start with one packet and review it with your team before sharing it with families.
Where do completed packets go?
Clean uploads and a generated PDF summary are delivered to the Google Drive destination your practice approves. Your team manages access and retention in Drive. Raw answer values are purged after the PDF summary is delivered.
What do we need before collecting patient information?
Complete account security and workspace setup, sign the PHI Uploader BAA, attest to your Google Workspace BAA coverage, and connect an approved Drive destination. Patient requests become available after the required setup checks and account activation are complete. Your practice remains responsible for its policies, staff access, and Drive configuration.
Does this replace our practice management software?
PHI Uploader handles intake document collection and the handoff to Google Drive. Keep using your existing systems for clinical records, scheduling, billing, claims, and authorization management.
One practice. One packet. A place to start.
Bring the packet your team sends every week.
Set up your workspace, build your first request, and try the caregiver experience with sample information.
Plans from $29 / month
Start free trialCompare plans and pricing 7 days free after setup. No card required.