Integrate PracticeQ with Google Drive

Connect your PracticeQ account with Google Drive to have client forms automatically uploaded to a Google Drive folder.

Client 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.

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

Click More → Settings → Integrations.
Click the Google Drive logo.
Click the Connect with Google Drive button.
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 PracticeQ, and a few settings will be presented. These settings will allow you to specify whether or not to auto-upload forms and notes and choose which folder structure to use.

This connection does not upload previously submitted forms or locked notes. It works going forward once the sync is established.

IMPORTANT - The PracticeQ/Google Drive integration only flows information one way. PracticeQ submits documentation to Google Drive, but CANNOT move documentation from your Google Drive to a client's profile.

Shared/Team Drive Support

Due to recent updates in Google Drive API permissions, shared drive access via third-party integrations is now restricted by Google.
As a result, PracticeQ is no longer able to provide shared drive support for Google Drive integrations.

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.