Archive for Category: HIPAA Form Builder Documentation

Articles

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,...

How to create a custom PDF for HIPAAtizer’s online form

Here is an example of online form for which we will create a custom PDF: https://hptz.io/0uuwruC To create a custom PDF for the online form, please follow these steps: Acrobat will automatically detect any interactive form fields in the PDF document. If it doesn’t, you can manually add text...

Customizing Actions After Form Submissions in HIPAAtizer

HIPAAtizer provides two options for customizing what happens after a web form is submitted: “Display Success Page” and “Redirect”. Follow these steps to customize the actions after the form submissions in HIPAAtizer: Option 1: Display Success Page 2. Click on the gear icon for the desired form to open...

Setting Up Pipedrive Integration with HIPAAtizer

Integrate your HIPAAtizer forms with Pipedrive to automatically create contacts upon form submission. Keep in mind that Pipedrive is not HIPAA-compliant, so avoid sending fields containing PHI to your CRM. By default, HIPAAtizer creates a custom field in the Contacts module called ‘HIPAAtizer-Submission-PDF’ to access the form submission printable...

Editing Form Settings

If you need to adjust success pages, submission recipients, the style or content of email notifications and other settings that are unique to each form you will find the necessary information below: First, go to a form’s Form Settings. See screenshot below, from the (1) My Forms dashboard, click...

Using and Sharing Your HIPAA-Compliant Forms

This instruction is for users operating in a Covered Entity account (not a Developer Account). If you have signed-up as a Covered Entity and accepted the HIPAAtizer Business Associate Agreement, your forms are automatically HIPAA Compliant. To make a form that is in your dashboard HIPAA-Compliant and remove the...

Instruction for Inputting or Updating of Credit Card Information

Step 1: From the My Forms Dashboard, go to “My Profile”, then go to the “Subscription” tab. Step 2: Click on “Add payment method” Step 3: Add the relevant billing information to the “Billing” page Step 4: After the relevant information has been entered, click on (1) “Save”, then,...

How to Manage HIPAA-Compliant Form Submissions: A Step-by-Step Guide

There are multiple ways to access your submissions, whether you prefer to receive email notifications with encrypted, password-protected PDFs, or view them directly in the HIPAAtizer dashboard. With the dashboard, you have access to a range of additional options for managing your submissions, including CSV export, web view, and...