PREVIOUS STEP:  2. Install a Form Builder - Gravity Forms or Caldera Forms

Once you install the HIPAA Forms Plugin, the next step is to go to the Settings/Plugin Settings page.  This page includes:


Subscription Type:  
Standard (paid) or Basic (free)
License Key:    Enter the license key that you received in email
License Status:   
This shows status, Add-ons (fileupload), renewal date and link to subscription Account. - to update your subscription or payment options.
Preferred time zone: 
Choose your preferred Time Zone
BAA Agreement:  
To view or sign your BAA - More here: Sign the BAA

Skipping for now Settings/Form Settings, next go to Settings/User Permissions.  These are the options available for the HIPAA user role for users that will need access to HIPAA Forms. We highly recommend assigning the HIPAA user role instead of Administrator.  From this tab you can check which permissions your staff with the HIPAA user role should have beyond just accessing the submitted forms. 

*NOTE: Users with administrator user roles will always see all forms and settings. Only users with the hipaa_user role are unable to access the plugin settings and can be limited to only seeing specific forms.

Settings/Notifications is where you set a default notification email that will be sent to you or your staff whenever a form is submitted. We highly recommend using a "from" email address with the same @domain as your website to help prevent emails from going to spam. You'll notice the email message box is pre-populated with an HTML table structure and we highly recommend leaving this table structure in place. Email clients often do not render HTML & CSS very well so a table structure with very limited CSS will give you the best layout across multiple Email clients.

You'll also notice that you can add a few "magic tags" to your notification email subject and message. This allows you to dynamically pull some non-PHI field values from the submitted forms as these magic tags are replaced by the submitted form's associated values when submitted.

E-Mail Notification Options has more detailed information

Settings/Privacy Statement allows for the customization of the Privacy Statement and how it is displayed (modal or link),  The privacy statement that must be agreed to before someone submits a form.

Settings/Forms CSS allows you to customize the styling of your submitted forms both for the web view as well as the PDF versions. When ready to customize the CSS, there is documentation:  CSS Customizations

NEXT STEP:  4. Sign the BAA