How to Upgrade to HIPAA Compliance?

February 12, 2022

Jotform HIPAA accounts are served from an isolated HIPAA system. In that system, we are taking additional measures in addition to our normal practices to avoid even unintentional data breaches. When you upgrade to HIPAA compliance, all your data is migrated to the isolated HIPAA system which supports HIPAA guidelines.

You may create a new account or upgrade your existing Jotform account to HIPAA compliance. Our upgrade wizard will help you with both cases and in this guide, we will explain those steps.

The upgrade wizard can be initiated from your account’s Data page.

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After clicking the Enable HIPAA Compliance button, the setup wizard will go through the following:

Upgrade Your Plan

The upgrade wizard will first check your subscription type. We are offering HIPAA compliance only for Silver or Gold subscriptions. If you don’t have a Silver or Gold subscription you will see the following message.

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Verify Your Email Address

The upgrade wizard will check if you have verified your email address. If you have not already verified your email address, you will see the following message:

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Set a Strong Password

HIPAA Compliance requires the use of strong passwords. If you have a weak password, the upgrade wizard will ask you to define a new password. This password will be your account password after your account is upgraded to HIPAA Compliance.

The new password has to follow the HIPAA guidelines where your password must be different from your last 6 passwords and contain at least:

  • 1 lowercase letter
  • 1 uppercase letter
  • 1 number
  • 1 special character
  • 8 characters
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The setup wizard will ask for your consent to move your data to our HIPAA server which provides high-level security.

Tick on the “I understand and agree” checkbox and the Next button.

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Form Review

In this step, the upgrade wizard will review all your forms for HIPAA compliance. To avoid any HIPAA compliance issue, Jotform will allow the use of only HIPAA compliant widgets and integrations in your forms. If the wizard detects any elements in your forms that are not HIPAA compliant, it will list those elements.

If no issues are found, the setup wizard will show the following message.

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Click the Next button to sign the Business Associate Agreement.

Sign a Business Associate Agreement (BAA)

In this step, you will be asked to sign Jotform’s Business Associate Agreement (BAA). Provide the required information and click Submit. BAA will be generated automatically with the information you have provided and will be sent to you via email once the upgrade operation is completed on your account.

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Form Migration

The setup wizard will show a message that your forms and submissions are ready for migration.

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Click the Start Migration button to proceed. This will trigger the automated migration process for your forms. Once the migration is completed, you will see the following screen showing the result of the migration.

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You will also receive an email notifying you about the result of the migration. Jotform’s signed Business Associate Agreement (BAA) will also be attached to this email.

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Congratulations! Your account, forms, and data are now HIPAA Compliant. The HIPAA Compliance badge is automatically added to your account and forms.

Related guide: How to Make Sure Your Forms Are HIPAA Compliant

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