# Doc: https://www.hipaatizer.com/docs/integrations/practice-management-systems

> LLM view for https://www.hipaatizer.com/docs/integrations/practice-management-systems

This file contains all documentation content in a single document following the llmstxt.org standard.

## 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.

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## Supported systems and Chrome extensions

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

### TherapyNotes®
- **Required extension:** [A system-specific Chrome extension is required for this workflow](https://chromewebstore.google.com/detail/kmbfkapamogiecpelfijhgapnencnfhm)

### Practice Fusion
- **Required extension:** [HIPAAtizer Chrome Extension for Practice Fusion](https://chromewebstore.google.com/detail/hipaatizer-for-practice-f/pejbdaeghcbkneloigecopebjdngbbjj)

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

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## 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.

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## 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.

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## 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.

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## 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.

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## 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.

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## 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.

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## 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.

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## 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.

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## Support

If you need help, contact us at [support@hipaatizer.com](mailto:support@hipaatizer.com).

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*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.*