1. Staff builds one packet
The team selects required questions, requested documents, signatures, and the approved Drive destination.
ABA intake
Collect ABA intake documents without asking caregivers to email files or sign into Google.
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.
When this fits
Use this when ABA onboarding depends on scattered document follow-up.
These are potential operational uses for a focused document intake workflow. They are not real deployment stories or measured results.
Caregiver intake answers and signed acknowledgements
Insurance cards, IDs, authorizations, and Medicaid documents
Diagnostic evaluations, IEPs, referral notes, and school records
Repeated staff follow-up around missing files
Google Drive handoff after intake review
Likely workflow
From request packet to approved Drive delivery
The intake path stays specific: protected access, guided completion, scan-before-delivery, and Drive handoff.
2. Caregiver receives link and code
The request link and access code can be shared separately, without creating a portal account or Google login.
3. Files and answers are submitted
The caregiver completes the packet from a phone, tablet, or computer and receives a reference after submission.
4. Clean files route to Drive
Uploaded files are staged privately, scanned, and delivered with the generated PDF summary to the approved folder.
Potential use case
A small ABA intake team replacing inbox follow-up
Fictional composite: An ABA intake coordinator needs the same caregiver packet before scheduling the next onboarding step. Instead of asking for attachments across several email threads, the team sends one protected request and tracks whether each requested item was submitted and delivered.
Fictional composite
Caregiver does not need a Google account.
The packet can include signed acknowledgements and required upload items.
The organization keeps its downstream review process in Drive.
What this does not replace
EHR or practice-management records
Scheduling, billing, claims, or authorization management
Emergency messaging or care coordination
The organization HIPAA program, workforce training, access reviews, or Drive permissions
Security and readiness
BAA review before production PHI workflows
Google Workspace BAA attestation
Organization-approved Drive destination
Access-code protected links
Private staging, malware scanning, audit events, and raw-answer purge
Review fit
Start with one document workflow
Bring one packet or upload path. PHI Uploader can be reviewed against your BAA, Workspace, Drive, and launch readiness needs before production PHI workflows.