Form Requests: HIPAA Concerns and Template Customization Needed
What department are you in?
Support
Which Feature does this pertain to?
Forms
What area of the Feature?
Send to and message template
What pain points/suggestions does the office have?
Office wants to have the option to choose which contact she sends the forms to, stating that the software is defaulting to sending forms requests for adult members of household "in care of" parent/HOH/Spouse and that is a hipaa violation. Also cx wants the ability to edit the default template for forms requests, as she states the verbiage is too similar how we present auto reminders
2
votes
Stefani Saavedra
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