Self-serve BAA on the $12/month plan and above
For medical billing & credentialing
Document collection for the back office that handles PHI
A focused upload-request workflow for medical billing companies, credentialing services, and RCM vendors who collect sensitive documents from providers, patients, and payers and need a BAA on file.
Inside the request builder
PHI requests, itemized and tracked
Whether you are running outsourced patient intake, provider credentialing, or payer enrollment, the request looks the same: a named checklist, a secure link, an itemized record under your BAA.
- Insurance and personal info grouped for outsourced intake
- Self-serve BAA on every paid plan
- Per-request retention windows (30, 60, 90 days, custom)
Built for HIPAA business associates, not the EHR
If your firm receives PHI on behalf of a provider, you need a BAA in place and a defensible way to request files. Billing, credentialing, RCM, prior authorization, and audit support all fall in this lane.
SendMeDocs is the focused tool for the document-request piece: a named checklist, a secure link, and an itemized record of what arrived. It is not an EHR. If your providers already run SimplePractice, TherapyNotes, Jane App, or another system that bundles patient intake, that system is the right tool for clinical work. SendMeDocs sits in the back office around it.
Secure upload links by email or SMS
No recipient account required
Retention controls (30, 60, 90 days, custom)
The PHI requests that turn into email threads
Most billing and credentialing teams collect the same packets over and over, and most of them still come in over plain email, fax, or a shared inbox.
A request link with a named checklist makes it obvious what is still missing, lets the recipient upload from a phone, and gives your team a single record a partner or auditor can scroll without opening four threads. SMS delivery covers the providers and payer contacts who do not check email reliably. See the HIPAA setup page for the security and retention details.
Provider credentialing packets (license, DEA, NPI, malpractice, CV)
Payer enrollment forms (W-9, ownership, addenda)
Patient intake or authorization for outsourced services
Records and documentation responses for denied claims
Starter checklist
Provider credentialing
License, DEA, NPI, CV, malpractice cert, board cert, and CAQH attestation.
Payer enrollment
W-9, voided check, ownership disclosure, and payer-specific addenda.
Billing follow-up
Records, authorizations, EOBs, and documentation responses for denied claims.
Questions
Is SendMeDocs an EHR or clinical system?
No. It collects documents and stores them under a BAA. The clinical record stays in whatever system your providers use.
Does the BAA actually come with the $12 plan?
Yes. The self-serve BAA is available on every paid plan, including the $12 per month tier. There is no upcharge for it.
How long are uploaded files kept?
You set the retention window per request: 30, 60, 90 days, or a custom period. Files auto-delete on that schedule so old PHI does not sit indefinitely.
Can a provider sign and return a form here?
SendMeDocs collects files. If you need true e-signature, use it alongside DocuSign or similar and have the signed PDF uploaded back through the request link.
Is this overkill for a one-person credentialing service?
No. The pay-as-you-go option at $0.50 per request fits one-person operations sending a handful of requests per week. The $12 per month commitment makes sense once you are sending more than about 24 requests in a month.