HIPAA: Send PDF and unhide PHI fields

  • Profile Image
    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?

  • Profile Image
    Answered on February 18, 2021 at 06:03 PM


    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:



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