How to send employee confidentiality agreements?

Under Step 4. HIPAA Forms and Documentation, you will find the Employee (workforce) Confidentiality and Acceptable Use agreement.

If you have not completed Step 4 and would like to skip to this form, copy the title "Employee (workforce) Confidentiality and Acceptable Use agreement" and using the search bar at the top right (light blue magnifying icon), search for this form.

Once you have searched for the form you need, click on the title below and this will start the "questionnaire process" so you may implement the form.

This process will active the agreement requirement on the Profile Page. Then you may send the agreement via DocuSign for the employee to sign. The agreement is securely stored within the system. 

You may also add the Employee (workforce) Confidentiality and Acceptable Use agreement in a Word format to download and print if you prefer.

NOTE: You may only send the confidentiality agreement vis DocuSign once. If you need to resend the agreement (in case the employee says they didn’t receive it), open the employee profile, change their email address (add a single character), scroll download, and update the employee. Then go back into the employee profile and enter the correct email address, scroll down, and update the employee file. This will “resent” the agreement and you will be able to resend it.

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