Archive for Category: HIPAA Form Builder Documentation

Articles

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,...

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...