Archive for Author: root

Articles

How to Embed your Forms in Shopify

Follow the steps below to incorporate a HIPAAtizer form into your Shopify website: Preparing your Shopify page Step 1. Log in and Navigate to Your Store’s Pages: From the dashboard, select “Online Store,” and then choose “Pages.” This is where you’ll find all the pages of your website. Step...

Internal Use Only

How to create or add “For Internal Use Only” fields Step 1.To make a row “For Internal Use Only”, click on the edit button to open the Settings box: Step 2.Сlick on “Not Visible to External Clients” checkbox and then “Submit”: Step 3.Upon clicking the “Submit” button, a yellow...

Switching Between Accounts in HIPAAtizer

This instruction is for users who may need access to two or more HIPAAtizer accounts while working for multiple covered entities. This instruction cover how to easily switch between different covered entity accounts. For instructions on how to create multiple accounts under one email address, please read our guide...

For Developers – How to Invite a Covered Entity

These instructions are for Developers and others operating in “Developer” Mode. To make a form that is in your dashboard HIPAA Compliant and remove the watermark that appears on forms that are in a Developer’s dashboard, a Covered Entity account must be activated with HIPAAtizer and the formsmust be...

How to share forms from a Developer account to a Covered Entity account

While forms can be created in both Developer and Covered Entity accounts, only forms created in Covered Entity accounts are HIPAA Compliant, and only Covered Entity accounts can activate and publish them. Please follow the instructions below to learn how to share forms from a Developer account to a...

How to add users to your Covered Entity account (manage your Team)

HIPAAtizer allows Covered Entities to invite team members to their account for roles such as Security Officer, Assistant, or Developer. Below are step-by-step instructions on how to invite a user and add them to a Covered Entity account. These instructions apply to Covered Entity accounts. If you have a...

How to send a Secure Email to a patient

HIPAAtizer’s Secure Email allows you to exchange emails and documents containing Protected Health Information (PHI) with your patients and clients. Below you will see instructions on how to use Secure Email. To send a secure email to a patient:

How to create a message template

Message templates are a great way to save time when you’re sending many relatively standard messages to patients or clients. Templates can be created in your account’s Profile Settings.

How to create a Contact from a form submission

HIPAAtizer account owners can enable the automatic creation of a Contact from a form submission. For this, you must enable automatic Contact creation in an existing (or newly created) form. Accessing or Viewing New Contacts: Once your patient or client submits a form with ‘Associate with Contact’ automatic Contact...

How to create a Contact

To create a contact for secure communication via HIPAAtizer, please follow the steps below: To automatically create a Contact, you must turn on ‘Enable Associate With Contact Settings’ checkbox in Form Settings -> Associate With Contact Settings and specify at least Contact Email field on the form. All new...