Archive for Category: HIPAA Form Builder Documentation

Articles

How to set up Submissions as Covered Entity

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...

Re-Inviting Users: Step-by-Step Instructions

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...

How to Style Your Form

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...

INTEGRATING HIPAATIZER WITH PRACTICE FUSION: A STEP-BY-STEP GUIDE

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...

Account Access After Trial Period

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...

Instruction for Setting up the Stripe Payment Element

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...

Guide to Collecting UTM Tags with HIPAAtizer Forms for Enhanced Marketing Insights

Understanding UTM Tags and Their Use in Tracking Performance UTM tags are text snippets added to the end of a URL to help marketers track the performance of online campaigns across traffic sources and publishing media. They provide valuable insights into which marketing strategies and channels drive the most...

Account Owner Update Instruction

To change the account owner in HIPAAtizer, follow these steps: Congratulations! You’ve successfully updated the account owner’s email and password. For any further assistance or inquiries, feel free to reach out to our support team at any time.