1. Map the request to Drive
Staff choose the destination folder during setup and keep downstream review inside the organization workspace.
Drive-first intake
Keep Google Drive as the handoff point without making recipients sign into Google.
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.
When this fits
Use this when Drive is working, but collection is not.
These are potential operational uses for a focused document intake workflow. They are not real deployment stories or measured results.
Recipients cannot or should not use a staff Drive folder
File upload forms create sign-in friction
Email attachments create too many copies
Staff need a PDF summary beside uploaded files
The team wants a narrow intake workflow instead of a broad portal
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. Send protected access
The recipient gets a request link and a separate access code instead of a shared folder invitation.
3. Collect answers and documents
The flow can gather required answers, acknowledgements, signatures, and files in one packet.
4. Route clean files
After scanning, clean uploads and the PDF summary are delivered to the approved Drive folder.
Potential use case
A Drive-first clinic removing shared-folder confusion
Fictional composite: A small clinic keeps operational files in Google Drive, but recipients struggle with shared folders and file-upload forms. The clinic uses PHI Uploader as the front door for document collection while keeping Drive as the staff review space.
Fictional composite
Recipient upload does not require Google sign-in.
Staff can keep using their existing Drive workflow.
The product stays focused on intake handoff, not full portal replacement.
What this does not replace
Google Workspace administration
Drive sharing policy and access review
EHR or patient portal capabilities
Clinical record retention decisions
Security and readiness
Workspace BAA attestation
Approved Drive account and destination folder
Separate request link and access code
Scan-before-Drive delivery
Audit trail for request and delivery events
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.