PDCflow Workflows
Medical practice front office teams who want to collect signed authorization on HIPAA release forms and/or privacy policies to meet HIPAA compliance rules
See the workflow step-by-step
Your challenge
Getting required compliance paperwork completed in order to gather patient health history prior to the new patient’s first appointment.
What you'll need
- Flow Technology – secure document delivery and signature software
- Approved privacy policy and HIPAA compliance documents in PDF format
What you'll do
- Set up a reusable template your team can use with just one click to send HIPAA forms to patients for signed authorization prior to their first appointment.
- Enable and lock down Dual-Authentication on the template, so patients can verify their identity before accessing documents.
- Gather verbal consent from patients to email or text when the appointment is scheduled.
- Get real-time notifications when documents are signed and completed.
HOW YOU'LL DO IT
- Create Reusable Template
- Send HIPAA/Privacy Policy for signature
- Your patient’s experience
- Get real-time notifications
Create a HIPAA/Privacy Policy template.
- Must have administrative access to your PDCflow account.
- Use your attorney approved HIPAA/Privacy Policy forms in PDF format to create a reusable template.
- From the dashboard, click on Configure, and select Templates.
- Click on + New Template and select the Flow option.
- From here you will name your Flow, choose your fields, and create your custom, reusable template.
Start in your PDCflow dashboard view.
- Choose your HIPAA/Privacy Policy template.
- Add your patient’s email address or mobile number.
- Add the verification PIN info.
- Preview your document.
- Click Send Flow.
Your patient receives the email or SMS.
- The email From field is customized with your medical practice name.
- The email message is customized with your message.
- The link in the email is customized, so your patient understands their next step.
- When your patient clicks the link, a unique URL will open so they can validate their identity, review your HIPAA/Privacy Policy form, enter the necessary information, sign, and submit.
Know when forms are completed.
- Set up who receives notifications on the status of your Flows.
- Access detailed reporting on each Flow.
The problems you will solve
- Reduce patient time in the office completing paperwork.
- Save on printer, paper, and toner costs by maintaining digital records.
- Save time on filing, scanning, or other office tasks that come along with using physical forms.
- Reduce errors on forms. Required fields in electronic forms ensure patients fill out paperwork completely, so you don’t need to follow up to correct paperwork later.
Want to know more about PDCflow Software?
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