Knowledge Base

Articles

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...

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...

How to Embed a HIPAAtizer Form in Your Squarespace Website

Enhance the functionality of your Squarespace website with HIPAAtizer’s HIPAA-Compliant forms. Follow these steps to get started. Please note that the embedded form will only be visible when you view your website’s page without being logged in to the...

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...

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....

Understanding Protected Health Information (PHI) and HIPAA Regulations

Understanding Protected Health Information (PHI) What is PHI? Protected Health Information, often referred to as PHI, represents any identifiable health-related data that is preserved or transmitted in any format or medium by a Covered Entity or its Business Associate....

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)...

You do not need a HIPAA-Compliant CRM if you use HIPAAtizer

At HIPAAtizer, we understand that many marketing agencies work with healthcare clients and often have questions about whether popular CRM platforms like HubSpot and Pipedrive are HIPAA-Compliant. Unfortunately for those accustomed to these CRMs, not all of them are...

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...

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...

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...

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...

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....

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...

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...

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...

HIPAA-Compliant forms integration with EMR and EHR systems

HIPAA-Compliant forms integration with EMR and EHR systems is essential for healthcare providers, Pharmacies, and other HIPAA covered entities. The HIPAAtizer RESTful API interface helps to simplify the process of pulling HIPAA form submissions into EMR, EHR, and other...

Instruction for adding the Canvas Component to a form

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,...

Using and Managing Conditional Logic

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...

HIPAAtizer Workflows-Linking Multiple Forms

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

For Internal Use Only Feature Instruction

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” and then...

Save and Continue Later Instruction

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”

Update: New Contact Form 7 Importer

As of HIPAAtizer version 1.1.12, you can now import your Contact Form 7 forms directly into HIPAAtizer. All you have to do is install or update to the latest version of the HIPAAtizer plugin and choose “HIPAAtizer > Import...

Working with Custom Printable Forms

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...

Business Associate Agreement

This HIPAA Business Associate Agreement (this “HIPAA BAA”) is an addendum to the HIPAAtizer Terms of Use Agreement (the “Agreement”). This HIPAA BAA defines the rights and responsibilities of each of us with respect to Protected Health Information as...

HIPAA Compliance

Health Insurance Portability and Accountability Act (HIPAA) HIPAAtizer is all about compliance with the Health Insurance Portability and Accountability Act (HIPAA). HIPAA mandates certain levels of data privacy and security as it relates to protected health information (PHI) and...