PREVIOUS STEP: 6. Understand how the HIPAA forms plugin works with Caldera/Gravity
** Caldera Support has ended - As of March 31, 2022 Caldera Forms is no longer supported. LINK This includes security updates. Although HIPAA Forms has not changed the Caldera integration, because Caldera is not longer updating security, HIPAA forms does not know if there may be any HIPAA security issues. There is no migration path to Gravity Forms. If you want to remain on HIPAA Forms you will need to recreate your forms in Gravity. However, your old Caldera forms will integrate with any new Gravity forms - they will appear in the same view on the back end of HIPAA Forms.
Settings/Form Settings
If a form has all of the required fields then you will have the option to select it by checking the box at the left of the form. If the form does NOT have all of the required fields a warning icon will show next to the form. Clicking on the warning/toggle icon will display what fields are missing. Clicking the toggle icon will show all of the forms fields and slugs/classes.
Example error you may see if you do not have the fields set up correctly:
Once you have checked the box next to a form it should now be HIPAA Compliant, it's really as simple as that.
Below are Form Customization Options:
Form Toggle:
| Signature Field | "drag 'n draw" signature to be added to the form |
| Submit Success Handler | At the completion of the form, what are my options? |
| Who Can View this Form? | Next Document that I need to create |
| Notification Email | E-Mail Notification Options |
To verify the form is now compliant go to where the form is rendered on the page and you should now see an additional section at the bottom of the form right above the submit button showing a checkbox to agree to the HIPAA privacy agreement, a badge showing the form is encrypted and HIPAA compliant and the signature field which a user can sign by left clicking and dragging their mouse or by simply using their finger or stylus if on a touch screen. You should also see a padlock on the submit button indicating that the form submit function is secure. If you do NOT see these something is not correct and the form will NOT be HIPAA compliant and you should submit a support ticket so our support staff can troubleshoot the issue before attempting to use the form. It is your responsibility to ensure forms are in a compliant state before allowing patients to submit private protected health information and failure to do so could result in fines.
Since the default submit button is removed and replaced with the secure submit button by Javascript after the page loads you may see the original button for a second during the page load. If using Gravity Forms we recommend setting a display: none in your CSS on the default submit button for your specific HIPAA compliant forms to prevent this from appearing during load as you do not have an option to not include the submit button. If you're using Caldera we recommend just not including the submit button in the form.
NEXT STEP: 8. What happens when a form is submitted?