Start with one packet
Start with a registration, client onboarding form, volunteer application, or intake packet your team already collects.
Use cases
Secure forms for the people your team serves
From school programs and client onboarding to healthcare intake, bring answers, signatures, and documents into one workflow. Keep Google Drive as the handoff point your team already knows.
Find your workflow
Different teams. The same paperwork problem.
Choose healthcare or general use during setup. General use without PHI does not require a BAA; healthcare customers complete the BAA before collecting PHI.
Schools & education
Less paperwork between school and home
Explore permission forms, program registration, guardian acknowledgements, and supporting documents in one collection flow.
Explore forms Businesses & professional servicesA clear first step for every client
Bring onboarding questions, project details, signatures, and requested files together before your team gets to work.
Explore forms Nonprofits & community programsMake joining your program easier
Explore volunteer applications, participant registration, acknowledgements, and document requests for your next program.
Explore forms General secure collectionOne place for the whole request
Create a form that collects answers, signatures, and files, then delivers the completed submission to Google Drive.
Explore formsHealthcare & behavioral health
A focused workflow for sensitive intake
Explore ABA intake, referrals, insurance updates, and patient document collection. These examples illustrate possible workflows, rather than customer deployment stories.
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 workflowFrom form to handoff
Make the next step clear for everyone
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.
Collect with care
Protected requests, private upload staging, scanning, and audit events support a more controlled document collection process.
Get started
Bring one workflow your team already chases
Create your workspace, choose the type of information you will collect, and connect your Drive destination. A workflow review is available if you want help getting started.