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Kirsten JohnsonAsked on March 30, 2020 at 6:23 PM
Hello!
Is it possible to automatically forward completed HIPAA forms to a client and not allow them full access to the site I have built for them? I want them to receive the HIPAA forms some other way than directly in your site because my credit card information is saved on that plan and I have marked up this service for my client. Please advise...
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Elton Support Team LeadReplied on March 30, 2020 at 9:07 PM
Do you want them to have edit access to the form? If yes, you can add them as a collaborator. Example:
If you only want to invite them to fill out the form, you can just share to them the URL of the form or you can use the Assign Form.