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HIPAA Compliant

Collect patient docs securely via SMS

Text patients a document request. They reply with insurance cards, intake forms, and IDs.
HIPAA-compliant from send to storage.

BAA included on all plans. No credit card required.

From text message to patient file — HIPAA compliant at every step.

No patient portal. No paper forms. Secure SMS that any patient can respond to from their phone.

📱
Text
Request patient docs
📸
Reply
Patient texts docs
🔐
Encrypt
PHI secured instantly
Filed
Patient file updated

See how healthcare teams collect documents by text.

A HIPAA-compliant SMS exchange between a medical office and a patient before their appointment.

Hi, this is Riverside Medical. For your upcoming appointment, please text us: 1) Front & back of insurance card 2) Photo ID 3) Completed intake form (link below)
Here's my insurance card and license. Filling out the form now!
[3 photos attached]
Received and securely filed. Your insurance and ID are on file. We'll see you Thursday at 2pm!

All documents encrypted • Audit trail logged • PHI protected

Built for healthcare providers who need HIPAA compliance.

Collect patient documents before their appointment — securely, via text, without the patient navigating a portal.

HIPAA-compliant messaging

Every SMS sent through MagicDocs meets HIPAA security requirements. Messages containing PHI are encrypted end-to-end. Automatic data retention policies ensure documents are handled according to your compliance framework.

Patient doc requests via text

Text patients a request for insurance cards, intake forms, or ID photos. They snap a picture and reply. Documents arrive in the patient file — encrypted, logged, and sorted — without the patient visiting the office or navigating a portal.

Digital intake forms

Send patients a text link to complete intake forms before their appointment. Medical history, medication lists, and consent forms — collected digitally via a HIPAA-compliant flow that works on any smartphone browser.

BAA included

MagicDocs provides a Business Associate Agreement as part of healthcare plans. We accept responsibility for safeguarding PHI under the HIPAA Privacy and Security Rules. Your compliance team can review our BAA before you start.

Full audit trail

Every document received, accessed, and shared generates an immutable audit log entry. Who accessed what, when, and from where — the complete chain of custody that compliance officers and auditors require for HIPAA documentation.

Automated patient reminders

Patients who have not submitted requested documents receive HIPAA-compliant text reminders automatically. Configurable timing and frequency ensure you collect what you need before the appointment — without your staff making reminder calls.

HIPAA compliance is not an add-on. It's the foundation.

Every feature in MagicDocs Healthcare is built on HIPAA-compliant infrastructure from day one.

Encryption

AES-256 at rest, TLS 1.3 in transit. All PHI is encrypted before it touches storage.

Access controls

Role-based access ensures only authorized staff see patient documents. Minimum necessary standard enforced.

Audit logging

Immutable logs for every document access, download, share, and deletion. Exportable for compliance audits.

BAA available

Business Associate Agreement included with healthcare plans. Review before you start — no surprise terms.

Data retention

Configurable retention policies per document type. Automatic purge schedules aligned to your compliance requirements.

Breach notification

In the unlikely event of a breach, MagicDocs follows the HIPAA Breach Notification Rule timeline and procedures.

Simple, transparent pricing. BAA included.

Get started today. Plans from $9/month.

StarterTry it with one patient
$0/mo
  • 5 patient requests/month
  • HIPAA-compliant SMS
  • Document encryption
  • Email support
Get Started
StarterSolo Practice
$29/mo
  • 100 patient requests/month
  • BAA included
  • Audit trail export
  • Automated reminders
Get Started

All plans include HIPAA compliance. BAA available on Starter and above.

HIPAA compliance questions answered.

Everything healthcare providers ask about HIPAA-compliant SMS document collection.

Is MagicDocs actually HIPAA compliant?

Yes. MagicDocs implements the administrative, physical, and technical safeguards required by the HIPAA Security Rule. This includes encryption of PHI at rest and in transit, role-based access controls, comprehensive audit logging, automatic session timeouts, and workforce training documentation. We provide a Business Associate Agreement (BAA) and can share our compliance documentation with your team before you sign up.

Can I text patients without violating HIPAA?

Yes, with appropriate safeguards. MagicDocs SMS messages comply with HIPAA by ensuring that PHI in text messages is minimized and that the document exchange itself happens through encrypted channels. Initial outreach messages contain no PHI — they simply request the patient to submit documents. The patient replies with documents which are encrypted immediately upon receipt.

Do you provide a Business Associate Agreement?

Yes. A BAA is included with all healthcare plans and must be signed before your first patient interaction. The BAA defines our responsibilities for protecting PHI, outlines breach notification procedures, and establishes the permitted uses of patient data within the MagicDocs platform. Your compliance team can review the BAA during your onboarding period.

What types of patient documents can be collected via SMS?

Insurance cards (front and back), photo ID for identity verification, completed intake forms, medication lists, medical history questionnaires, consent forms, prior authorization documents, referral letters, and any other document that can be photographed or attached to a text message. MagicDocs handles images, PDFs, and common document formats.

How are patient documents stored and accessed?

All patient documents are encrypted with AES-256 at rest and stored in SOC 2 compliant infrastructure. Access is controlled by role-based permissions — only staff members with the appropriate role can view patient documents. Every access generates an audit log entry. Documents can be configured with automatic retention and purge schedules per your compliance requirements.

What happens if a patient texts PHI in a reply?

All inbound messages are encrypted immediately upon receipt. MagicDocs does not display PHI in notification previews or email alerts. Patient replies — including any text they write and any documents they attach — are processed through our HIPAA-compliant pipeline and stored encrypted. Staff can only view content through the authenticated, access-controlled dashboard.

MagicDocs works across regulated industries.

Stop mailing intake forms
patients never return.

Text patients a document request before their appointment. Insurance cards, IDs, and intake forms — collected securely via SMS.

HIPAA compliant. BAA included on all plans.