A Bunch of Questions

  • jon709
    Asked on May 26, 2022 at 9:40 AM

    I am in the final stages of evaluating Jotform as a solution for my physician practice. I've got a bunch of questions.


    1. I need a HIPAA secured solution. I'll be going with the gold or silver plan. What is the process for executing a BAA and is there an additional charge for that?
    2. How do I enable access control to the forms? I'd like to only have our users have access.
    3. Is there a way to have the form record who entered the data in the form?
    4. I am going to use the tables function as a solution for creating delay reports. Is there a way to have the table filter to yesterday or the last 36 hours? I couldn't find any custom filters to accomplish this. The goal is a physician logging in today would always want to see yesterdays physician's notes.
    Is there a way from a table:Interact with the table? Could I insert a check box or status box next to each cell in a table so I physician could mark off that they've read yesterday's note?
    Is there a way to insert a button in the table that would copy certain fields to a new form. The use case is if a physician is reviewing a note on a patient from yesterday, can they populate a new form with that patient's basic info?


    For reference the two forms I am using are:

    https://form.jotform.com/221425731137045 - Primary form. Data populates secondary form

    https://form.jotform.com/221434915207148 - Secondary form. Receives the data from primary form, records it to a clean table, provides options for next steps.

  • Ravi JotForm Support
    Replied on May 26, 2022 at 10:13 AM

    Hello Jonathan,

    Thanks for reaching out to Jotform Support. I have created a separate thread for each of your questions to avoid any confusion. You will get the update of your question in their respective threads.

    Questions related to BAA will be answered here. Questions related to enabling access control will be answered here. Question related form records who entered the data  will be answered here. Question related table filters will be answered here. Question related checkbox next to each cell in a table will be answered here. Questions related to populating  a new form with patient's basic info will be answered here.

    Let us know if there’s anything else we can help you with.



  • jon709
    Replied on May 26, 2022 at 10:15 AM

    Thanks Ravi. Looking forward to your feedback!

  • Ravi JotForm Support
    Replied on May 26, 2022 at 11:45 AM

    Hello Jonathan, 

    Thanks for getting back to us. I have responded to all of your questions. Please check out if you need further help, you can ask it on the relative thread itself.

    Reach out again if you need any other help.