HIPAA forms + Google Sheets

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    Rachel Cardy 
    Asked on November 29, 2018 at 01:33 PM

    Hello, we are interested in using your forms service for some of our healthcare client websites. Right now they receive an email notification with all the data in the email. How would the process work, specifically, if we used your service? Would we need to create user accounts for our clients to log in and view form data? If so, once they log in, would they be able to copy/paste the form data into their existing HIPAA-compliant applications (e.g. appointment scheduling apps, patient data apps, etc)?

    I saw in your HIPAA landing page that you mention integration with Google Sheets -- could we have data auto-feed into a Google Sheet and just send them a notification that a new entry was received?

    We want to make it as easy as possible for our clients (the healthcare practice) to get the data they need to initiate the call to the patient for appointments, etc. But also from a marketing perspective, be able to understand analytics of how the users got to the site, interacted with it, collect opted-in emails for marketing purposes, etc. Thank you!

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    david
    Answered on November 29, 2018 at 03:59 PM

    Notification emails can be sent to specific addresses with each submission and also the user filling out the form:

    https://www.jotform.com/help/25-Setting-up-Email-Notifications

    https://www.jotform.com/help/26-Setting-up-an-Autoresponder-Email

    Sensitive data can be set to protected when using HIPAA compliant forms which would require log in to view the data.

    Since Google Docs can be HIPAA compliant, that integration is available for HIPAA compliant forms:

    https://www.jotform.com/help/228-How-to-Integrate-Forms-with-Google-Sheets

    As far as analytics go, it is somewhat limited but there are widgets that can be added to forms that will get things like referral page:

    https://widgets.jotform.com/widget/get_referrer