Integrate IntakeQ with Google Drive

Connecting your PracticeQ account with Google Drive allows you to have client forms automatically uploaded to a Google Drive folder. Cient notes can be uploaded manually to Google Drive once locked. You can also choose files from the client's "Files" tab to upload to Google Drive. Good to know it's not just forms and notes!

To connect your Google Drive account, follow the steps below:

Navigate to "More > Settings > Integrations" and click on the Google Drive logo.
Click on the button "Connect with Google Drive".
You will be redirected to a Google Account page, asking you to authorize the connection. If you are not logged into Google, you will be asked to log in.

Once the connection has been authorized, you will be redirected back to PractiveQ, and a few settings will be presented. These settings will allow you to specify whether or not to auto-upload forms and notes, which folder structure to use, etc.

This connection doesn't upload previously submitted forms or locked notes. It works going forward once the sync is established.

NOTE - PracticeQ Google Drive Integration only flows information one way. WE submit documentation to Google Drive, but CANNOT receive documentation from your Google Drive to the client's profile.

Shared/Team Drive Support

As part of our Google Drive integration, we support the use of shared (team) drives. When you connect an account that has a shared drive available, you'll be presented with the option to select which drive the forms/notes should be saved into. Make sure the folder being shared by your team in Google Drive is a subfolder created under the "Shared" folder in Google Drive.

HIPAA Considerations

Google Drive does not fall into our Business Associate Agreement, so to comply with HIPAA, you should obtain a separate BAA from Google. This article covers HIPAA compliance in G Suite: https://support.google.com/a/answer/3407054?hl=en

To further improve security, it's always a good idea to enable 2-factor authentication in your G Suite account.