1. Create the referral packet
Staff define the answers, signatures, and document uploads needed for one referral review path.
Referral intake
Bring referral documents into one protected workflow before review.
Behavioral health and therapy teams can use PHI Uploader when referrals arrive with missing files, unclear attachments, or extra follow-up needed before review.
When this fits
Use this when a referral depends on the right supporting documents.
These are potential operational uses for a focused document intake workflow. They are not real deployment stories or measured results.
Referral forms and supporting notes
Signed consent and acknowledgement fields
Insurance cards, IDs, and eligibility documents
Prior evaluations, discharge summaries, or school records
A Drive-first operations process after 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. Share protected access
A recipient opens the request link and verifies the separate access code before uploading documents.
3. Track completion
Staff can see request progress and submitted item status without searching through multiple threads.
4. Deliver into Drive
Clean documents and a PDF summary are routed to the configured Drive destination after processing.
Potential use case
A therapy practice standardizing referral packets
Fictional composite: A referral coordinator needs signed acknowledgements, ID images, insurance details, and existing records before clinical review. The team sends one protected request instead of relying on open-ended email attachments.
Fictional composite
The recipient sees a guided list of requested items.
Staff have a single request status instead of a manual checklist.
The Drive folder remains the final handoff location.
What this does not replace
Clinical review or diagnosis
A full patient portal
Scheduling, messaging, billing, or telehealth
Long-term record retention policies
Security and readiness
BAA and Workspace review before real PHI
Separate link and access-code sharing
Approved Drive destination before request creation
PHI-safe audit events
Private upload staging and scan-before-delivery
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.