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Using HIPAAtizer with Practice Management Systems

This guide explains how HIPAAtizer customers can use HIPAAtizer forms alongside supported third-party practice management systems through customer-authorized workflows.

Supported systems and Chrome extensions​

Compatibility notice HIPAAtizer currently supports the following practice management systems. Each system requires its own Chrome extension.

TherapyNotes​

Practice Fusion​

Make sure you install only the extension that matches your practice management system. The extensions are not interchangeable.

Install the Chrome extension​

  1. Open the Chrome Web Store link for your system (see above).
  2. Click Add to Chrome.
  3. Pin the extension to your browser toolbar using the Extensions (puzzle piece) icon.
  4. Sign in to the extension using your HIPAAtizer account credentials.

Once signed in, the extension icon will appear green when it is active.

Configure form settings in HIPAAtizer​

  1. Log in to your HIPAAtizer dashboard.
  2. Open My Forms.
  3. Select the form you want to use.
  4. Click Form Settings.
  5. Open the Integrations tab.

Enable the practice management workflow option to display configuration fields.

Map form fields​

Map each form field’s Unique Name in HIPAAtizer to the corresponding patient chart fields used by your practice management system.

Important When building forms in HIPAAtizer, use the correct component types (e.g., email field for email addresses, phone field for phone numbers). This ensures data can be transferred correctly.

Click Save to apply the configuration.

Create a form submission​

To test or use a live form:

  1. Open the form’s Embed / Share options.
  2. Use a shareable link, QR code, or embed option.
  3. Complete the form to create a submission.

Import data into your practice management system​

  1. Log in to your practice management system.
  2. Confirm the HIPAAtizer extension icon is green.
    • Green = active
    • Red = inactive (click the extension icon and sign in)
  3. Navigate to the Patients or Charts section.
  4. Create a new patient record.
  5. Click Import from HIPAAtizer (added by the extension).

Select the form submission you want to import and click Import.

After the import completes, review the data and save the patient record.

System-specific notes​

TherapyNotes​

  • Imported data should always be reviewed before saving the patient record.
  • Printable form PDFs are attached to the patient’s documents after import.

Practice Fusion​

  • Required fields include: First Name, Last Name, Sex, Date of Birth, Mobile, and Email.
  • Use Show Unimported Patients Only to filter available submissions.
  • Printable form templates become available after saving the imported patient.

Access printable forms​

After a patient record is created, you can view, edit, or download the printable version of the HIPAAtizer form submission from the Documents section (or equivalent) in your practice management system.

Troubleshooting​

Extension icon is red​

  • Cause: Not signed in or session expired.
  • Fix: Click the extension icon and sign in using your HIPAAtizer account.

Import button not visible​

  • Cause: Extension inactive or unsupported screen.
  • Fix: Confirm the extension is active and you are on a supported patient creation screen.

Data did not import correctly​

  • Cause: Incorrect field mapping or incompatible form components.
  • Fix: Review field mappings and ensure correct component types are used in the form.

Support​

If you need help, contact us at support@hipaatizer.com.

TherapyNotes and Practice Fusion are registered trademarks of their respective owners. HIPAAtizer is not affiliated with, endorsed by, sponsored by, or officially connected to these companies.

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