Add HIPAA Compliant web forms easily to your WordPress website using the HIPAA FORMS SaaS Service and Caldera or Gravity Forms.

Noted That:

To install correctly this codemonkeys-hipaa-forms.zip.
Fisrt Download the codemonkeys-hipaa-forms.zip to your computer
Extract/Open codemonkeys-hipaa-forms.zip to Your Computer.
Then, Find readme.txt file inside codemonkeys-hipaa-forms.zip and Open readme.txt.
Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
Then, Follow the the Tips Below.

Start the Tips:

1. First Download "codemonkeys-hipaa-forms.zip" Plugin to your Local Computer. (Click Download)

2. Then, Login to your "yourdomain.com/wp-admin" Dashboard.

3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard.

4. Now, Click on "Upload Plugin" button.

5. Now, Browse "codemonkeys-hipaa-forms.zip" Downloaded plugin from your computer, Where you downloaded codemonkeys-hipaa-forms.zip According to Step – 1 Above then, click on "Install Now"

6. Now, Click on "Active Plugin"

7. Then, See left sidemenu. "HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website" folder is added on left sidemenu. Now, Click on "HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website" folder.

Noted that: If you do not see "HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website" folder on left sidemenu then, see at left sidemenu "Settings" or "Tools".

8. Now you configure yourself oR Watch video tutorial below about HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website Configurtions and Settings or How to work "HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website" in your WordPress site.

After Activated Plugin According to Step-6 then,

Go to "Plugins" + "Installed Plugin" from Wordpress Admin Panel Leftside Menu.
or Direct go to: https://yourdomain/wp-admin/plugins.php
Then, Find "HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website" Activated Plugin from Plugin List.
Then, Click on "Settings" from Plugin that is HIPAA FORMS – Add HIPAA Compliant Webforms to Your WordPress Website
Now, Edit/Add/Config the setting and Click on "Save Changes" button,

Guide
Upload your plugin folder to the ‘/wp-content/plugins’ directory. Activate the plugin through the ‘Plugins’ menu in WordPress. SETUP: First you must get an API license key for the HIPAA FORMS Service which does offer a free subscription option. This service is what handles the storage and PDF generation of the forms and forms CAN NOT be submitted without a subscription. Once you subscribe to the service a license key will be generated and emailed to you. Visit HIPAA FORMS Service to purchase a subscription. Next make sure you have Caldera Forms or Gravity Forms installed and active. Caldera is a free form builder plugin that can easily be installed from the “plugins->add” interface and searching for Caldera Forms. Gravity Forms is a premium paid form builder plugin that can be purchased HERE No additional extensions are needed. Now that you have your license key and Caldera or Gravity Forms installed and activated, go to the “Settings” tab and add your license key, select your preferred compatible form builder plugin (ie. Caldera or Gravity), enter the email address you wish to receive form submission notices to and set your preferred time zone. If you plan on using the custom HIPAA FORMS user role you can also set what permissions that role should have here. Once the plugin settings are save you need to create a form. You must have 4 required fields in the form which are needed in order to filter/search the submitted forms. These fields are: First Name: Must have a text input Caldera: Must have the slug “first_name” Gravity: Must have the class “hipaa_forms_first_name” Last Name: Must have a text input Caldera: Must have the slug “last_name” Gravity: Must have the class “hipaa_forms_last_name” Phone: Must have a text or phone input Caldera: Must have the slug “phone” Gravity: Must have the class “hipaa_forms_phone” Email: Must have a text or email input Caldera: Must have the slug “email” Gravity: Must have the class “hipaa_forms_email” These standardized fields are required in order to search or filter the forms by these options. If a form has all of the required fields then you will have the option to select it by checking the box at the left of the form. If the form does NOT have all of the required fields a warning icon will show next to the form. Clicking on the warning/toggle icon will display what fields are missing. Once you have checked the box next to a form it should be HIPAA Compliant. To verify the form is now compliant go to where the form is rendered on the page and you should now see an additional section at the bottom of the form right above the submit button showing a checkbox to agree to the HIPAA privacy agreement, a badge showing the form is encrypted and HIPAA compliant and the signature field which a user can sign by left clicking and dragging their mouse or by simply using their finger or stylus if on a touch screen. You should also see a padlock on the submit button indicating that the form submit function is secure. If you do NOT see these something is not correct and the form will NOT be HIPAA compliant and you should submit a support ticket so our support staff can troubleshoot the issue before attempting to use the form. It is your responsibility to ensure forms are in a compliant state before allowing patients to submit private protected health information and failure to do so could result in fines. When someone submits the HIPAA Compliant form the default form submit button is replaced with a custom button (indicated by the padlock icon) and instead the form will be encrypted and an API call is made to the HIPAA FORMS API and saved into a HIPAA Compliant database storage solution. The only fields that are not encrypted are the required first name, last name, phone # and email in order to allow searching/filtering the forms in the “Submitted Forms” tab. The form itself (and all fields within it) are encrypted at the time of submission in order to protect the data in transit as well as at rest within the HIPAA FORMS Service data solution. If you tried to look at the form at this point you would just see a long string of nonsense letters, numbers and characters and would not be able to see any of the actual form data. The only way the form data can be viewed at this point is by logging into the WordPress admin panel with valid username and password credentials for an account with the appropriate user role associated to it (administrator or hipaaforms) and opening the “Submitted Forms” tab within the HIPAA FORMS interface. Here another API request is sent to the HIPAA FORMS API and the submitted forms data is pulled. Once the data is returned from the API the associated encryption keys are then used to decrypt the form data and then display that data on the screen. While you can view this data within this tab the actual data is never stored anywhere on your server, it simply pulls it from the HIPAA FORMS Service data solution and displays it. The only way for this data to actually ever leave our secure system is to generate an encrypted PDF file with password protection. To generate a PDF version of the form click the “Generate PDF” button next to the form. This will bring up a modal window (popup) asking you to set a password. Once a password is provided click generate. The modal window should update with a link to open the newly created PDF, once you enter the password the form will load and you will be able to view the form, print it or save it to your computer. If you do not keep track of the password you will NOT be able to view the PDF file. The PDF file must be encrypted and password protected to ensure that the form can never be intercepted and read as it’s transferred between the data base and you. This should also help keep you more compliant internally as the file can not be read without the correct password once it’s saved to your computer. While ensuring that the PDF files are encrypted and password protected should keep the data safe and compliant we HIGHLY recommend that any computer you download the PDFs to have encrypted hard drives to be safe and ensure compliance. Once you print or download the PDF to your computer Code Monkeys LLC and all associates covered within the BAA agreement bear no liability for the handling of the data. We strongly recommend that you keep up with HIPAA regulation changes and that you work with a qualified attorney and/or HIPAA Compliance professional to ensure compliance.

Guide

Upload your plugin folder to the ‘/wp-content/plugins’ directory.
Activate the plugin through the ‘Plugins’ menu in WordPress.

SETUP:
First you must get an API license key for the HIPAA FORMS Service which does offer a free subscription option. This service is what handles the storage and PDF generation of the forms and forms CAN NOT be submitted without a subscription. Once you subscribe to the service a license key will be generated and emailed to you. Visit HIPAA FORMS Service to purchase a subscription.

Next make sure you have Caldera Forms or Gravity Forms installed and active. Caldera is a free form builder plugin that can easily be installed from the “plugins->add” interface and searching for Caldera Forms. Gravity Forms is a premium paid form builder plugin that can be purchased HERE No additional extensions are needed.

Now that you have your license key and Caldera or Gravity Forms installed and activated, go to the “Settings” tab and add your license key, select your preferred compatible form builder plugin (ie. Caldera or Gravity), enter the email address you wish to receive form submission notices to and set your preferred time zone. If you plan on using the custom HIPAA FORMS user role you can also set what permissions that role should have here.

Once the plugin settings are save you need to create a form. You must have 4 required fields in the form which are needed in order to filter/search the submitted forms. These fields are:

First Name: Must have a text input
Caldera: Must have the slug “first_name”
Gravity: Must have the class “hipaa_forms_first_name”

Last Name: Must have a text input
Caldera: Must have the slug “last_name”
Gravity: Must have the class “hipaa_forms_last_name”

Phone: Must have a text or phone input
Caldera: Must have the slug “phone”
Gravity: Must have the class “hipaa_forms_phone”

Email: Must have a text or email input
Caldera: Must have the slug “email”
Gravity: Must have the class “hipaa_forms_email”

These standardized fields are required in order to search or filter the forms by these options.

If a form has all of the required fields then you will have the option to select it by checking the box at the left of the form. If the form does NOT have all of the required fields a warning icon will show next to the form. Clicking on the warning/toggle icon will display what fields are missing.

Once you have checked the box next to a form it should be HIPAA Compliant. To verify the form is now compliant go to where the form is rendered on the page and you should now see an additional section at the bottom of the form right above the submit button showing a checkbox to agree to the HIPAA privacy agreement, a badge showing the form is encrypted and HIPAA compliant and the signature field which a user can sign by left clicking and dragging their mouse or by simply using their finger or stylus if on a touch screen. You should also see a padlock on the submit button indicating that the form submit function is secure. If you do NOT see these something is not correct and the form will NOT be HIPAA compliant and you should submit a support ticket so our support staff can troubleshoot the issue before attempting to use the form. It is your responsibility to ensure forms are in a compliant state before allowing patients to submit private protected health information and failure to do so could result in fines.

When someone submits the HIPAA Compliant form the default form submit button is replaced with a custom button (indicated by the padlock icon) and instead the form will be encrypted and an API call is made to the HIPAA FORMS API and saved into a HIPAA Compliant database storage solution. The only fields that are not encrypted are the required first name, last name, phone # and email in order to allow searching/filtering the forms in the “Submitted Forms” tab. The form itself (and all fields within it) are encrypted at the time of submission in order to protect the data in transit as well as at rest within the HIPAA FORMS Service data solution. If you tried to look at the form at this point you would just see a long string of nonsense letters, numbers and characters and would not be able to see any of the actual form data.

The only way the form data can be viewed at this point is by logging into the WordPress admin panel with valid username and password credentials for an account with the appropriate user role associated to it (administrator or hipaaforms) and opening the “Submitted Forms” tab within the HIPAA FORMS interface. Here another API request is sent to the HIPAA FORMS API and the submitted forms data is pulled. Once the data is returned from the API the associated encryption keys are then used to decrypt the form data and then display that data on the screen. While you can view this data within this tab the actual data is never stored anywhere on your server, it simply pulls it from the HIPAA FORMS Service data solution and displays it. The only way for this data to actually ever leave our secure system is to generate an encrypted PDF file with password protection.

To generate a PDF version of the form click the “Generate PDF” button next to the form. This will bring up a modal window (popup) asking you to set a password. Once a password is provided click generate. The modal window should update with a link to open the newly created PDF, once you enter the password the form will load and you will be able to view the form, print it or save it to your computer. If you do not keep track of the password you will NOT be able to view the PDF file.

The PDF file must be encrypted and password protected to ensure that the form can never be intercepted and read as it’s transferred between the data base and you. This should also help keep you more compliant internally as the file can not be read without the correct password once it’s saved to your computer. While ensuring that the PDF files are encrypted and password protected should keep the data safe and compliant we HIGHLY recommend that any computer you download the PDFs to have encrypted hard drives to be safe and ensure compliance. Once you print or download the PDF to your computer Code Monkeys LLC and all associates covered within the BAA agreement bear no liability for the handling of the data.

We strongly recommend that you keep up with HIPAA regulation changes and that you work with a qualified attorney and/or HIPAA Compliance professional to ensure compliance.

forms, hipaa, saas, service, caldera, gravity, using, wordpress, compliant, easily,

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Reffered: https://wordpress.org/