Archive for Category: HIPAA Form Builder Documentation

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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...

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, drawing on the canvas, embedding or activating the form, and...

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 one of these three form elements:“Dropdown Select”,“Single Choice”, “Multiple Choice”,...

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 in a workflow. Additionally, you can choose the specific location...

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 “Submit”: Step 3.Upon clicking the “Submit” button, a yellow border...

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”