How to customize forms in Step 4 and upload?

Step 4 provides forms for your use. You may customize the forms with your logo, or modify them to your specifications.

  1. Go to Step 4 and select the form you would like to update.
  2. Click “Review Questionnaire.” (for new clients, click "Start Questionnaire")
  3. Confirm that your answer is set to “I would like to download a form.”
  4. Download the form and add your logo.
  5. Return to the questionnaire and change your answer to “I will upload our form.”
  6. Upload the completed form to maintain a current copy in your account
  • 0 Users Found This Useful
Was this answer helpful?

Related Articles

What to do in the event of a data breach?

A breach is defined as an impermissible use or disclosure of Protected Health Information (PHI)....

What type of reports do I need from my IT department/vendor?

The IT department/vendor should be sending the HIPAA Compliance Officer monthly reports regarding...

What are audit logs and why do I need them?

Audit logs are sometimes called access logs. They are located in a variety of places, depending...

How to make Policies and Forms available to the HIPAA Compliance Officer

Of course, it is important for the HIPAA Compliance Officer to be familiar with all the policies...

How to make Policies and Forms available to Employees

You may download individual policies, or you may download your package and extract all files....