# Doc: https://www.hipaatizer.com/docs/submissions/managing-form-submissions

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## How to Access HIPAA-Compliant Form Submissions: A Step-by-Step Guide

# How to Manage HIPAA-Compliant Form Submissions

HIPAAtizer Form Submissions can be managed through both the Inbox page, as well as the Submissions Dashboard.

## Inbox Page

### Managing Submissions

#### Mark Submissions as Read

Check the submissions you want to mark as read, then click on the bulk action -> Mark as Read -> Apply. To mark all submissions as read, click on the "Mark all as Read" button on the left navigation.

![HIPAAtizer Inbox with multiple submissions selected and the bulk action Mark as Read option](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-21-23-ab339437a2756904d08fd206a76a5e4a.png)

![HIPAAtizer Inbox with the Mark all as Read button in the left navigation](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-22-37-4ccc9810d27022f9e8ab6f1a6360bad5.png)

#### Set up the Submission Identifier

Set up the submission identifier for form to easily search for certain submission. See our guide on How to Set Up a Submission Identifier.

### Attachment Handling

Click on the "Plus" icon on the "Attachments" column to display information about submission attachments (1). To download attachments, click on the "…" icon in the "Actions" column, then select "Download Attachments" option (2).

![HIPAAtizer Inbox showing the Plus icon in the Attachments column and the Download Attachments option in the Actions menu](https://www.hipaatizer.com/docs/assets/images/4-2-1-f5661adc954b1379c021effeacb86732.png)

### Filtering Options

#### Filter Submissions by Form

Click on the "Filter" icon next to the "Form" column and select form(s) whose submissions you want to display. Click on the "OK" button to save the filter settings.

![HIPAAtizer Inbox with the Filter dropdown open on the Form column for filtering submissions by form](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-28-10-cff53337319bd1b7211eb34e19368133.png)

#### Filter Submissions by Status

Click on the "Filter" icon next to the "Status" column and select form status from the following: Completed, In-Progress, or Voided. Click on the "OK" button to save the filter settings.

![HIPAAtizer Inbox with the Filter dropdown open on the Status column showing Completed, In-Progress, and Voided options](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-29-16-457e6b50aacb666af5834cbe42f5ab12.png)

### Information Management

Click on the changes link in the "Information Update" column to see information about changes.

![HIPAAtizer Inbox showing the Information Update column with a changes link for viewing update history](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-38-20-5de390f5b267b627e57bdacd47d6cb02.png)

### Form Packets Management

If your form is a part of a Form Packet, you can see the Form Packet progress information by clicking on the "View" link in the "Form Packet" column.

![HIPAAtizer Inbox showing the Form Packet column with a View link for checking form packet progress](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-43-01-ed13202d739af77b613d615a06dd0fe7.png)

### Viewing and Downloading Options

#### View Submission in Web View

Click on the "View" icon in the "Actions" column to see the web version of the submission.

![HIPAAtizer Inbox with the View icon highlighted in the Actions column for viewing a submission in web view](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-44-29-b4f4bebad2e20349f1817e412ea76fce.png)

#### View a Printable Version of the Submission

Click on the "Download PDF" icon in the "Actions" column to download a printable form submission.

![HIPAAtizer Inbox with the Download PDF icon highlighted in the Actions column](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-44-53-0f11537af1bb7c7fb57bd6c81e504c53.png)

#### Group Submissions by Folder

Click on the "Create Folder" button on the left navigation to create folders. To move submissions to any folder, click on the "Move to Folder" icon in the "Actions" column, then select the appropriate folder, or select several forms by checking them with checkboxes, then click on the bulk action -> Move to Folder -> Apply.

![HIPAAtizer Inbox with the Create Folder button in the left navigation and the Move to Folder icon in the Actions column](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-45-42-9ef59cc0de72e904e0da21b3ddbf7911.png)

![HIPAAtizer Inbox showing submissions organized in folders in the left navigation](https://www.hipaatizer.com/docs/assets/images/20-5cbb8e72c78fbb61a22e47cf84a197aa.png)

### Other Actions

#### Delete Submissions

To delete submissions, click on the "Delete" icon in the "Actions" column.

![HIPAAtizer Inbox with the Delete icon highlighted in the Actions column](https://www.hipaatizer.com/docs/assets/images/21-588e37d98113e0ea6e2e99a139e3c139.png)

#### Edit Submissions

To edit any information in the submission, click on the "…" icon in the "Actions" column, then select "Edit Submission" option.

![HIPAAtizer Inbox with the Edit Submission option highlighted in the Actions overflow menu](https://www.hipaatizer.com/docs/assets/images/22-3fed011ee95d900af283071e421077f6.png)

#### Return the Submission to Patient

If you want to send back the submission to your patients for additional information filling, click on the "…" icon in the "Actions" column, then select "Return to Patient" option.

![HIPAAtizer Inbox with the Return to Patient option highlighted in the Actions overflow menu](https://www.hipaatizer.com/docs/assets/images/23-c1093ff070f3883acb20b357fb09c39d.png)

#### Generate Log

If your practice has several HIPAAtizer accounts with Assistant, Security Officer roles, you can generate a log with information about who accessed this submission. To do so, click on the "…" icon in the "Actions" column, then select "Generate Log" option.

![HIPAAtizer Inbox with the Generate Log option highlighted in the Actions overflow menu](https://www.hipaatizer.com/docs/assets/images/24-ae07459e62ffa95e7a8f94bb93b1e587.png)

#### Download Submission in CSV Format

If you need the information from the submission in CSV format, you can download the submission in this format by clicking on the "…" icon in the "Actions" column -> "Download in CSV", or you can download several submissions by clicking on the "Download in CSV format" button on the top of the page (you can filter the submissions first).

![HIPAAtizer Inbox with the Download in CSV option highlighted in the Actions overflow menu](https://www.hipaatizer.com/docs/assets/images/25-d4082198bb03d927d2c41010909b1f0a.png)

![HIPAAtizer Inbox with the Download in CSV format button at the top of the page for bulk download](https://www.hipaatizer.com/docs/assets/images/26-c50b3dc3ac10150f6216442ef51de610.png)

#### Download Certificate

If you use HIPAAsign service and receive HIPAAsign form submissions, you can download the eSignature certificate for the submission you need. To do so, click on the "…" icon in the "Actions" column, then select "Download Certificate" option.

![HIPAAtizer Inbox with the Download Certificate option highlighted in the Actions overflow menu for HIPAAsign submissions](https://www.hipaatizer.com/docs/assets/images/27-1303645224f50ab99256b7ed1373fac5.png)

#### Manage Comments

To add comment to submission click on the "Add Comments" link on the "Comments" column.

![HIPAAtizer Inbox showing the Add Comments link in the Comments column](https://www.hipaatizer.com/docs/assets/images/28-2115f207bc50b0462b14e6be0a585ac0.png)

## Submissions Dashboard

### Accessing Submissions in the Dashboard

Go to "My Forms" and locate the desired form. Go to the "Submissions" tab by clicking #(View Details).

![HIPAAtizer My Forms dashboard with the View Details link highlighted for accessing the Submissions dashboard](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-53-06-1-7fa96981d0b3ef01bce62b1cd21592d7.png)

![HIPAAtizer Submissions dashboard for a specific form showing the submissions list](https://www.hipaatizer.com/docs/assets/images/2024-06-20_11-56-23-736132b11e8fb25bd21d622532b1fa4e.png)

### Actions Column

Use the buttons in the Actions column to:

    - View the details of the submissions as a web form
    - Download the submission in PDF format, where you can also upload your own printable template in the form settings
    - Download the form submission in CSV format
    - Download attachments
    - Generate and download a PHI access log

![HIPAAtizer Submissions dashboard Actions column with view, PDF download, CSV download, attachments, and audit log icons](https://www.hipaatizer.com/docs/assets/images/access_forms_submissions_2_3-d9ff3c017cb40eed4c1fe4dce44c3876.png)

### Filtering Submissions

Use the "Additional Columns" dropdown to add required form fields to the submissions table, such as a First Name field, to easily see who submitted the form.

Search submissions using filters at the top of the page by selecting the form field in the "Search By" input and the data you are looking for in the "Search For" field.

![HIPAAtizer Submissions dashboard with the Additional Columns dropdown open for adding form fields to the table](https://www.hipaatizer.com/docs/assets/images/access_forms_submissions_2_5-4babbeb2cbeea2eef6708bbdd87d302c.png)

![HIPAAtizer Submissions dashboard with the Search By field selector open for filtering submissions](https://www.hipaatizer.com/docs/assets/images/access_forms_submissions_2_5_2-0608b628a2bb70b13143f0d766b4d124.png)

![HIPAAtizer Submissions dashboard with a search filter applied showing matching submissions](https://www.hipaatizer.com/docs/assets/images/access_forms_submissions_2_5_3-26433ea5d6f12e5a50e511def69ad14b.png)

![HIPAAtizer Submissions dashboard showing filtered results with the First Name column added](https://www.hipaatizer.com/docs/assets/images/access_forms_submissions_2_5_4-477ae03fda52e9eeccc608231bd53cb4.png)