HIPAA: Send PDF and unhide PHI fields

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    Jean Metivier 
    Asked on February 18, 2021 at 01:45 PM

    Can I create PDFs that can be sent to patients with sensitive health information (medical records). I need the same form to them be signed remotely by patient and I get the copy with the patient signature?

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    Alexander_G
    Answered on February 18, 2021 at 06:03 PM

    Hello,

    Thank you for reaching us.


    You can send your form and send PDF attachment. However, fields with Personal Health information are hidden by default.

    Guide: 👉How-to-set-phi-fields-on-your-forms


    Also, you can learn more about PDF attachments here:

    👉Setting-up-an-autoresponder-email

    👉How-to-include-submissions-as-pdf-attachment-in-the-email-notifications


    If you have any other questions remaining - feel free to ask. We are happy to help.


    Thanks,

    Alex