Getting Started
Account Types in HIPAAtizer
HIPAAtizer offers two types of accounts: Covered Entity (CE) and Free Sandbox (Developer). Below are some resources to help you get started using HIPAAtizer depending on your account type.
Free Sandbox (Developer) Account
The Free Sandbox account is intended for web developers and agencies who want to explore, test, or manage HIPAAtizer on behalf of their clients.
Starting resources for Developer accounts include:
- How to Create a Form
- How to Update a Form
- How to Invite a Covered Entity
- How to Share Forms to a Covered Entity Account
- How to Publish and Share Forms
- How to Switch Between Accounts
Covered Entity (CE) Account
The Covered Entity account is fully HIPAA-Compliant and designed for healthcare providers and organizations handling Protected Health Information (PHI).
Starting resources for Covered Entity accounts include:
- How to add Users to your Team
- How to Manage Form Submissions
- How to Convert an Existing Form
- How to Create a Form
- How to Update a Form
- How to Publish and Share Forms
Notifications
When someone submits a form, HIPAAtizer can send emails in two directions: to your team, and to the respondent who filled out the form. These are configured per form, under the form's Settings.
To your team:
- Submission Recipients: choose which team members get notified for each form, with optional conditional logic per recipient.
- Email Notifications: attach a password-protected PDF of the submission to the team notification email.
To the respondent:
- Send Copy to Respondent: automatically email a customizable confirmation (subject, body, variables, optional attachment) to the person who just submitted the form.
- Success Page → Send PDF to Submitter: let the respondent receive a password-protected PDF copy of their own submission.
Setting Up Integrations
If you need more information on platform integrations and embedding offered by HIPAAtizer, you can find our integrations list here: https://www.hipaatizer.com/integrations/
More Information
If you have a question that can't be answered by any of our instructions, you can always reach out for help by emailing support@hipaatizer.com or by using the "Help" button in the top right of the HIPAAtizer dashboard and submitting a ticket.