Knowledge Base

Creating and publishing HIPAA-Compliant forms is simple using HIPAAtizer’s drag-and-drop form builder. Below are instructions on how to create, publish and unpublish a form (these instructions are also available in video format): In this example, we will show you...

How to submit form change requests Updating forms is a regular occurrence in most health practices. HIPAAtizer provides a free service to edit and update your existing forms. To make the process as smooth as possible, here are some...

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...

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...

This instruction is for users who may need access to two or more HIPAAtizer accounts while working for multiple covered entities. This instruction covers how to easily switch between different covered entity accounts. For instructions on how to create...

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...

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...

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...

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:

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...

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...

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...

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...

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...

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...

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...

This guide will walk you through the process of generating API keys, authenticating your Stripe account in HIPAAtizer, and adding the Stripe Payment Element to your form. Step 1. Create a Restricted Key in the Stripe Dashboard. To create...

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...

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...

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.

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...

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:...

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...

Please note that the embedded form will only be visible when you view your website’s page without being logged in to the Squarespace dashboard.

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...

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...

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....

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)...

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...

Once you have finished creating your custom PDF form with Adobe Acrobat, you can easily add it to your online form in HIPAAtizer and start receiving submissions in your preferred paper form layout. To do this, simply follow these...

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...

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...

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...

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....

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...

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...

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...

Learn how to easily add additional columns and sort submissions by date received or date submitted in HIPAAtizer dashboard. Follow our step-by-step guide to enhance your form management experience.

Learn how to install a secure and compliant form on your WiX website with HIPAAtizer. Follow our step-by-step guide for easy setup and integration.

This instruction details the process of adding the "Canvas" component to a form in HIPAAtizer, creating a form with drawable functionality. It includes steps for uploading an image, adjusting settings for the canvas, finalizing the form, previewing the form,...

How to Create Conditional Logic Conditional Logic allows a form creator to build a dynamic form that is customized to a particular respondent and their responses. Step 1. Choosing the Form Element Conditional Logic can be created by using...

How to link multiple forms Step 1.In order to link multiple forms go to the “Form Packets” tab: Step 2.Click on “Create Form Packet” button: Step 3.In the “Create Form Packet” window, you can select the forms that you...

Step 1.To enable“Save and Continue Later”button,open the Form Settings: Step 2.Go to“Advanced Form Settings”and tick the checkbox“Save and Continue Later”

These instructions are for Developers and others operating in “Developer” Mode. To make a form 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...

How to Convert an Online Form to a Printable Form HIPAAtizer™ Form Builder is the fast and easy tool that allows you to create different types of online forms. Nonetheless, some forms still need to be printed. This page...