HIPAA Compliant & BAA Included

Secure, HIPAA-Compliant Document Storage
for Client & Employee Records

One secure home for every client and staff document. Store files, control who sees them, and get automated alerts before documents and credentials expire, so nothing slips through the cracks.

Store client and employee documents in one place
Get alerts before credentials and documents expire
Produce audit-ready reports in seconds
We sign a Business Associate Agreement (BAA)
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Trusted by Healthcare Agencies

30-min call
No commitment
Free

Built For Teams That Can't Lose a Document

From client records to staff credentials, everyone who needs a document can find it, and only the right people can.

Compliance Officers

Keep every required document on file and prove it instantly when auditors ask.

HR & Credentialing

Track staff licenses, certifications, and trainings with alerts before they expire.

Agency Directors

See document and credential status across every client and employee at a glance.

Case Managers & Nurses

Upload and pull up client documents from anywhere, without digging through email.

Stop Losing Track of Documents

Scattered files and expired credentials put your compliance, and your funding, at risk. Here's the fix.

Stop: Hunting through shared drives and folders

Start: Keeping every client and employee document in one organized, searchable place.

Stop: Catching expired credentials too late

Start: Getting automatic alerts before staff licenses and client documents expire.

Stop: Scrambling to produce files for an audit

Start: Pulling audit-ready document reports in seconds, filtered by client, staff, or type.

Stop: Sending PHI through email and Dropbox

Start: Storing protected health information in HIPAA-compliant, encrypted storage.

Stop: Wondering who opened a sensitive file

Start: Seeing a full audit trail of every upload, view, and download.

Stop: Tracking expiration dates in spreadsheets

Start: Letting the system watch every expiration date and tell you what's due.

How Document Storage Works

From upload to audit-ready report, everything lives in one secure system.

1

Upload & Organize

Add client and employee documents and attach them to the right person. Files are encrypted the moment they're uploaded.

2

Set Document Types & Expiration Dates

Tag each document by type and add an expiration date for licenses, certifications, authorizations, and consents.

3

Get Expiring-Document Alerts

The system watches every date and flags documents and credentials expiring soon, so renewals happen before they lapse.

4

Run Audit-Ready Reports

Produce reports on what's on file, what's missing, and what's expiring, filtered by client, staff member, or document type.

Document Storage Features That Matter

Everything you need to store, secure, and stay on top of every client and employee document.

Client Document Storage

Keep care plans, assessments, consents, and authorizations attached to each client and ready when you need them.

  • Documents linked to each client
  • Organized by document type
  • Fast search and retrieval

Employee & Staff Credential Files

Store licenses, certifications, background checks, and trainings for every employee in one secure record.

  • Per-employee document files
  • License & certification tracking
  • Training records on file

Expiring-Document Reports & Alerts

See exactly what's expiring soon and get notified before anything lapses, for both clients and staff.

  • Expiring-soon reports
  • Automated expiration alerts
  • Filter by client, staff, or type

Role-Based Access & Permissions

Control who can view, upload, or download each type of document with granular, role-based permissions.

  • Granular role permissions
  • Separate client & staff access
  • Least-privilege by default

Audit Trail & Access Logs

Every upload, view, and download is logged with a timestamp and user, so you always know who did what.

  • Full access logging
  • Timestamp & user on every action
  • Tamper-evident records

Secure Upload & Encryption

Files are encrypted in transit and at rest, with secure uploads from desktop or mobile, no email attachments needed.

  • 256-bit encryption
  • Encrypted in transit & at rest
  • Secure desktop & mobile upload

HIPAA Compliance & Security You Can Trust

Document storage built to meet HIPAA requirements and protect every client and employee record.

HIPAA Compliant

Full HIPAA compliance with encrypted storage, access controls, and audit logging for all PHI.

Business Associate Agreement (BAA)

We sign a BAA with every customer, so your compliance obligations are covered in writing.

256-bit Encryption

Bank-level encryption for all documents in transit and at rest.

Audit Trail

Complete logging of every document action with timestamps and user identification.

Role-Based Access

Control who sees which documents with granular permissions for each user role.

99.9% Uptime & Backups

Reliable cloud infrastructure with redundancy and automatic backups of your documents.

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Frequently Asked Questions

Is the document storage HIPAA compliant?

Yes. All documents are stored in HIPAA-compliant infrastructure with 256-bit encryption in transit and at rest, role-based access controls, and complete audit logging of every action taken on a file.

Do you sign a Business Associate Agreement (BAA)?

Yes. We sign a Business Associate Agreement with every customer who stores protected health information, so your HIPAA obligations are covered in writing before you upload a single document.

Can I store both client and employee documents?

Absolutely. You can store client records like care plans, assessments, and consents alongside employee documents like licenses, certifications, background checks, and trainings, each attached to the right person and organized by document type.

How do expiring-document alerts and reports work?

When you add a document, you can set an expiration date. The system continuously watches those dates and surfaces a report of everything expiring soon, plus automated alerts, so you can renew client authorizations and staff credentials before they lapse.

Who can access stored documents?

Access is controlled by role-based permissions. You decide which roles can view, upload, or download each type of document, and every action is recorded in an audit trail with the user and timestamp.

Is my data encrypted and backed up?

Yes. Documents are encrypted in transit and at rest with 256-bit encryption and stored on reliable cloud infrastructure with redundancy and automatic backups, backed by a 99.9% uptime SLA.

Ready to Secure Every Document?

Give your team one HIPAA-compliant home for every client and employee document, with alerts that keep you ahead of expirations. See how One Care Portal works for your agency.

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