Archive for Category: HIPAA Form Builder Documentation

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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.

Integrating HIPAAtizer Forms with HubSpot

Step 1. In the “Integrations” menu, select “Integrated Accounts.” Step 2. Choose “HubSpot” as your integration option. Click on the “Authenticate your HubSpot Account” button. Step 3. HubSpot confirmation page will appear. Click on “Connect app” to confirm integration with HIPAAtizer. Step 4. Navigate to the “My Forms” page....

Accelerated Package Activation (Early Termination of the Free Trial)

If you wish to end the free trial period early and unlock the full capabilities of your HIPAAtizer account and/or get additional form conversions, follow these simple steps: Step 1. From your HIPAAtizer Dashboard: Step 2. Select Your Package: Step 3. Enter Billing Address: Step 4. Enter Credit Card...

Integrating HIPAAtizer with TherapyNotes: A Step-by-Step Guide

Here are some step-by-step instructions for integrating HIPAAtizer with TherapyNotes using our Chrome Extension. The extension is designed to facilitate the import of form submission data directly into TherapyNotes’ Electronic Health Records (EHR) system. It enables the creation of new patient profiles and the attachment of PDF intake forms...

Instruction for Adding Locations and Controlling Access to Different Locations

Through the HIPAAtizer platform it’s possible to set up multiple Locations and assign forms and team members to different Locations. Below are instructions on how to add Locations to your account, and how to assign team members and forms to Locations. Locations are important for HIPAA access control reasons,...

Calculating Points from Customer Submissions in HIPAAtizer

If you need to calculate a score based on specific field inputs with varying values, HIPAAtizer is here to assist you. With HIPAAtizer, you can define one or more categories for score calculations, enabling you to receive a comprehensive breakdown of the total score (points) per category and for...

How to Integrate Google Sheets with HIPAAtizer: Step-by-Step Guide

Before we begin, it’s crucial to note an important disclaimer. As a Covered Entity or Business Associate, you must not include Protected Health Information (PHI) in the data transferred to applications that are not HIPAA-compliant, such as Google Sheets. This adherence is to ensure the protection of sensitive health...

Managing Recipients For PDF Submissions Sent By Email

In addition to downloading PDF submissions from the HIPAAtizer dashboard, you can also adjust a form’s settings to route the form to specified emails. Here’s how to do it: 1. Go to the (1) “My Forms” dashboard and (2) click on Form Settings of the form you would like...

Creating and Managing Appointments in HIPAAtizer

HIPAAtizer is a powerful platform that enables you to add appointment scheduling to your forms, streamlining the management of medical appointments. With HIPAAtizer, you can set up appointments for your office locations, define services, workers, and their availability. This guide will walk you through the process of creating, editing,...