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
Stefani Saavedra
shared this idea
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Uyen commented
CHANGE the email template or text when sending specific forms (NOT REMINDERS)
It appears we can edit our email and text templates when sending reminders however the function I am looking for is to change the email or text that is attached to sending specific FORMS (not reminders)For example: all forms say "we are looking forward to your upcoming visit"
However, when I am sending "Record Release Forms" patients are not usually returning and I would like to personalize it saying "Please fill out these forms so we can release your records, etc etc"
or when sending a "Medical History Update" form, I would like to personalize it to say " Please update your medical history form"
or when sending an "Oral Surgery Consent" form, I would like it to say " Please sign the Oral Surgery Consent form before your appointment"...
Why is this an issue? When we have appointment confirmation reminders sent, patients will respond YES or NO. BUT when I send another medical history update form they will overlook the text and think its for the same reminder - and it won't be filled out. This has happened countless times.
So what we have been doing? We have been editing the texts within the messages to reflect the specific messages we want to send the patient but we don't want to spend extra time doing so personalizing for every single patient.
What I suggest as the solution? Please allow us to personalize the text that comes with each specific form that we can send.