Best Practices for Healthcare Forms

Raise the bar on your Formstack experience by employing some best practices for HIPAA Accounts gained from our experience leading hospitals and other healthcare institutions with Form creation. The following best practices promote a positive and responsible approach for getting the most out of your HIPAA Account and Forms:

Understanding your HIPAA Account.

To ensure HIPAA data privacy remains a top priority, your HIPAA Account will include a set of security features and settings designed to uphold HIPAA compliance standards.  Some of these features include the recommended use of SMTP Email Servers, access to HIPAA-approved integrations and WebHooks, Account User permissions, and Data Encryption to name a few!  To review these features and more, please continue reading and check out our HIPAA Account guide.


Securing your Forms.

Store files in Formstack's secure database, export submissions (CSV, Word, Excel, and PDF), or send data to a third party via our HIPAA compliant integrations or open API.


Advanced security measures.

Always safeguard your account with powerful security features, including advanced data encryption, user-level permissions, audit logging, and dedicated security maintenance and documentation.


Take your forms to the next level

Gain a huge leap forward by leveraging Formstack's form examples, templates, and Professional Services team to brand and personalize the experience for your form users.  


Utilize WebHooks on your Healthcare forms

Setting up online healthcare forms and connecting them to your EHR via webhooks cuts down on cumbersome, error-prone paper processes. With an online process and the use of WebHooks, you can automatically pass ePHI from your forms to your EHR to seamlessly track patients and keep accurate, secure records. For more detailed information on how to create a webhook connection in Formstack, check out our support doc on webhook submit actions.


Validate Your Email Security

If you’re sharing sensitive patient data via email, you must use encryption to protect patient privacy. How do you ensure your emails are encrypted and fully HIPAA compliant? Here are a few tips:

  • Adopt a HIPAA compliant email service.
  • Check your current email client for an encryption security setting and request a signed business associate agreement.
  • Set up a secure patient portal for provider-patient communications.
  • Avoid including electronic protected health information (ePHI) in the body of your emails.
  • Manually encrypt any ePHI files sent via email.
  • Include a privacy statement at the bottom of every email.


Easy-to-use online forms.

Quickly create and embed mobile-friendly forms on your website, including record release forms, patient registrations, employee benefits forms, and satisfaction surveys.

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