Archive for Category: HIPAA Form Builder Documentation

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.

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...

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...

How to Manage Submissions as a Covered Entity As a Covered Entity, you are able to control your form submissions and manage them by inviting team members, assigning roles for team members who have access to submissions, disclosing PHI and more. There are several other features for managing your...

If a user misses their invitation or does not respond to it, follow these steps below to re-invite a user: Once you’ve clicked on “Resend”, you’re all set! A new invitation message has been successfully sent to the user’s email address.  Please contact the invitee to make sure that...

HIPAAtizer provides several options for styling your forms. You can find all the styling settings in the Styling tab, located in the left-hand navigation menu of the Form Builder. 1. Create a Theme By default, the form theme is set to “Default,” but you can create your own theme...

Here are detailed steps for integrating HIPAAtizer with Practice Fusion using the HIPAAtizer Chrome Extension. This process allows direct import of form submission data into Practice Fusion’s Electronic Health Records system, facilitating the creation of new patient profiles and attachment of PDF intake forms. With HIPAAtizer, you can create...

Step 1. Once your trial period expires, you’ll notice a red banner under the top bar menu. Click on the “Edit Payment Method” button. Step 2. Enter your billing address and click the Save button. Step 3. In the pop-up window that appears, enter your credit card details and...

Step 1. Create a Restricted Key in the Stripe Dashboard. To create a Restricted Key, navigate to your Stripe Dashboard and access the API Keys section by clicking here: API Keys. Next, generate a restricted API key that begins with “rk_” and assign the following permissions: Required resource permissions...

To make the forms in your Developer (Free Sandbox) account HIPAA-Compliant, you have three options: All options begin by going to the My Forms page (1), then clicking on the “Switch to HIPAA-Compliant Mode” button (2). When you click on “Switch to HIPAA-Compliant Mode”, the three options appear in...