Stop chasing intake documents in email
Stop chasing intake documents in email
The email chase is familiar
A family sends the health card in one thread. Medications arrive as a blurry photo in a text message. The physician fax number is in a third email. The coordinator's inbox becomes the filing system.
Security and completeness gaps
Email scatters personal health information across unsecured threads. It also hides what is still missing until someone manually reviews the pile.
For PSW screening, storing CPIC results in email is especially risky — coordinators need encrypted storage with access controls.
A structured alternative
hivi-x sends one checklist-based request. Families and PSWs upload per item through the my-id.ca portal. Coordinators see missing items, approve submissions, and export a clean package.
Request a demo
If you are an Ontario home care agency collecting client intake and PSW screening documents, hivi-x can help you build a reusable checklist workflow. Request a demo or download the free Ontario intake checklist.
Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.
Frequently asked questions
- Is email PHIPA-compliant for home care intake?
- There is no email PHIPA certification. Custodians must implement appropriate safeguards. Unencrypted email for health information creates risk. hivi-x provides encrypted Canadian-hosted storage and access controls — your agency remains the custodian.
- Can PSWs upload screening documents too?
- Yes. Share a PSW hiring checklist to the PSW's my-id portal for per-item uploads of CPIC, references, training records, and more.
- What about documents that still arrive by fax?
- Coordinators can upload faxed or mailed documents to the checklist on the client or staff member's behalf.
Organize home care intake and PSW screening files
Hivi-X helps Ontario home care agencies organize family intake documents, PSW credential files, and screening packages in one encrypted Canadian-hosted portal — with reusable checklists, coordinator review, and exportable PDFs alongside AlayaCare or CellTrak.
More Home Care guides
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