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 your workflow and the format of the printable PDF. For the printable PDF of the filled-out workflow, you have a choice between a “merged” PDF containing all the forms in a workflow or a specific form if only one form needs to be printed.

Step 4. In addition to linking multiple forms, you can also connect any field in the selected forms using HIPAAtizer Workflow. To do that select the “Add relation between components in the forms” checkbox. For example, if you have any repeatable fields such as first name, you can connect them in the settings. When your clients fill out the form, they will only have to input their first name once. In the next forms, their first name will be prefilled, making the form-filling process more streamlined and efficient. Click on the “Add Row” button to connect more fields.

Step 5. Upon clicking the “Create” button, the modal window closes and a newly created workflow appears in the dashboard:

Edit Workflow

To edit existing workflows simply click on the “Edit Workflow” icon to make changes to the linked forms, location, or printable PDF format.

How to share and fill-out Workflow Forms

Step 1. To share the workflow with your clients or patients, click on the “Get Link to Workflow” to copy the workflow link: 

Or, you can copy the short code and embed the workflow in a website, by clicking on “Embed Form“:

Step 2. When your clients or patients access the workflow, they will be able to fill-out and submit the first form of the workflow: 

After submitting the first form, the second one appears and the user will fill it out and submit it, as well:

Upon submitting the last form in the workflow, the screen confirming full submission is displayed:

How to manage Workflow Forms submissions

Step 1. After a client or patient submits a Workflow Form, the submission will be displayed in the Workflows dashboard. To see a submission, the user should click on #(View Details) of the relevant Workflow:

Step 2. And they can view the relevant submissions (in this example, there is only one submission):

Hint! To make it easier to find submissions, users should add one or more additional columns to add specific fields, such as a last name. For this, click on the “Additional Columns” section:

A dropdown window appears that shows the fields that can be added to the Submissions dashboard as an additional column in the table. This allows the user to quickly access a submission for further processing:

In the red box, you will see the additional columns that have been added:

Step 3. If all the forms in the worklow have been merged into one PDF for printing, then click on the “Download Full PDF” button to download the full submission. If not, or if there are attachments in one or more of the forms, go to the next step.

Step 4. To access the individual forms in the workflow, click on #(View Details):

Step 5. The user can now see the submission data related to each form in the workflow. To download a PDF of each submission (see red boxes on the right), they click on the appropriate symbol. Besides downloading a PDF, they can view the submission, generate an audit log, download a CSV version of the submission and download any relevant attachments: