How to Create a HIPAA-Compliant Form in WordPress (Easy Way)

How to Create a HIPAA-Compliant Form in WordPress (Easy Way)

Making a HIPAA-compliant kind in CMS may sound powerful. However don’t fear – it’s completely doable, even should you don’t have any technical expertise.

At WPBeginner, our group has designed and examined a whole lot of totally different CMS kinds when writing tutorials and reviewing kind plugins. So, we’re specialists in the case of customizing CMS kinds for particular functions.

On this information, we’ll break down how one can create a HIPAA-compliant kind in CMS.

You’ll learn to hold affected person info protected and observe the legislation. Whether or not you’re a physician, therapist, or simply somebody dealing with medical information, this information is for you.

Creating HIPAA compliant form in WordPressCreating HIPAA compliant form in WordPress
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What Is HIPAA, and Why Ought to My Varieties Be HIPAA-Compliant?

HIPAA stands for the Well being Insurance coverage Portability and Accountability Act. It’s an American legislation that helps shield individuals’s personal medical info.

Any CMS web site that handles affected person information in the US, similar to medical data on healthcare supplier websites, telehealth platforms, and on-line affected person portals, wants to make sure this info is protected and safe.

So, why ought to your kinds be HIPAA-compliant? It’s just because the legislation says so.

HIPAA-compliant kinds assist construct belief along with your sufferers, as they’ll really feel extra snug figuring out their private well being info is protected. And should you don’t observe HIPAA guidelines, you might face severe fines and penalties.

With that in thoughts, we’ll present you how one can create a HIPAA-compliant kind in CMS. Right here’s a fast overview of what we’ll cowl on this information:

Prepared? Let’s get began.

The way to Create a HIPAA-Compliant Kind in CMS

Making a CMS HIPAA-compliant kind can appear difficult, however there’s no have to panic. It’s completely manageable with the best instruments and steerage.

That mentioned, most kind plugins aren’t HIPAA-compliant as a result of they don’t have important options for safeguarding delicate well being info underneath the legislation.

Typically, they received’t supply the best encryption requirements, safe information storage, and the flexibility to enter right into a Enterprise Affiliate Settlement (BAA) with a hosting service.

The excellent news is that we’ve achieved the analysis, so that you don’t must. In doing so, we discovered just a few dependable HIPAA-compliant kind builders that may enable you to meet these requirements.

On this information, we can be utilizing HIPAAtizer. In our opinion, this free plugin stands out as a result of it affords complete security measures tailor-made for HIPAA compliance.

Disclaimer: Please needless to say earlier than you create your HIPAA-compliant kind, you’ll wish to examine that your hosting supplier can also be HIPAA-compliant.

We did some analysis into this, and we discovered that a whole lot of the most well-liked hosting corporations don’t assist HIPAA.

For those who’re on the lookout for a HIPAA-compliant internet hosting supplier, you may check out Liquid Net. You might also be taken with our information on how one can transfer CMS to a brand new host with no downtime.

Putting in and Activating a HIPAA-Compliant CMS Kind Module

Earlier than we get began, you’ll want a HIPAAtizer account. Merely go to the HIPAAtizer web site and click on the ‘Join free’ button.

Signing up for HIPAAtizer for freeSigning up for HIPAAtizer for free
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On the subsequent display, you’ll see 2 choices in your HIPAAtizer account.

A sandbox account is a testing surroundings that permits you to experiment with out affecting actual information. For precise use, you will want to decide on the ‘Lined Entity Account’ choice.

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Covered entity account optionCovered entity account option
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Then, HIPAAtizer will ask you to register your e mail handle.

Merely kind your e mail into the sphere and click on ‘Proceed.’

Registering the email address in HIPAAtizerRegistering the email address in HIPAAtizer
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From right here, you’ll simply have to observe the immediate to complete organising your new account.

After a profitable sign-up, you’ll want to put in the HIPAAtizer plugin. For those who need assistance with this step, you may learn our information on how one can set up a CMS plugin.

Upon activation, you’ll have to attach the CMS plugin to your account. To do that, merely click on on the ‘HIPAAtizer’ tab within the left-hand menu of your CMS dashboard.

Connecting HIPAAtizer plugin and accountConnecting HIPAAtizer plugin and account
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As soon as inside, you may choose ‘I have already got an account’ and click on ‘Proceed.’

Subsequent up, HIPAAtizer will load the login kind for you.

After that, enter your credentials and click on the ‘Proceed’ button.

Logging in to HIPAAtizerLogging in to HIPAAtizer
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As soon as linked, you’ll be redirected to the HIPAAtizer panel, the place you may entry all of the kinds you create utilizing the plugin.

Constructing a HIPAA-Compliant Kind Utilizing the Module

Now, you’re able to create your first HIPAA-compliant kind.

First, you’ll wish to head over to HIPAAtizer » Create Kind out of your CMS admin space.

Create HIPAAtizer formCreate HIPAAtizer form
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A brand new tab will open, as HIPAAtizer means that you can create kinds utilizing its personal builder outdoors the CMS admin space.

On this tab, you’ll see choices for how one can create the shape.

Usually, we’d advocate utilizing a template. Nevertheless, you’ll want to put in the HIPAAtizer desktop app to make use of its templates, which generally is a bit time-consuming.

Install HIPAAtizer desktop app promptInstall HIPAAtizer desktop app prompt
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So, for a less complicated course of, select ‘Begin from Scratch’ after which click on ‘Proceed.’

Don’t fear, it’s not as difficult because it sounds, and we’ll information you thru the method.

Creating HIPAAtizer form from scratchCreating HIPAAtizer form from scratch
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HIPAAtizer makes use of a drag-and-drop editor. This makes it simpler to construct kinds, even once you do it from scratch.

Right here’s what the editor seems like:

HIPAAtizer form builderHIPAAtizer form builder
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You can begin by clicking on ‘Header 1’ to vary the shape’s title. For instance, we used the title ‘HIPAA Authorization Kind’.

Then, you may drag ‘Enter Discipline’ from the left panel and drop it to the preview on the best panel so as to add a textual content field.

When you’ve achieved so, you’ll be prompted to label the sphere. You should utilize this textual content field to ask for the affected person’s identify, medical report quantity, phone quantity, date of start, and extra. You can even toggle on the switches to make the sphere required or configure different customizations.

After that, you’ll wish to scroll down the customization panel and click on ‘Save Adjustments’ to retailer your settings.

Adding field's label and other settingsAdding field's label and other settings
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Now, you may repeat this step as many occasions as you might want to add all of the required fields in your kind.

After that, you may wish to add a disclosure of protected well being info. You may add totally different ‘Displayed Choices’ to create a multiple-choice discipline.

Adding multiple choiceAdding multiple choice
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Within the customization panel that seems, you may edit the label identify, modify the alternatives, and make the sphere required.

You can even add extra selections by clicking the ‘+ Add Choice’ button. Then, merely fill out the mandatory particulars for the selection. Don’t neglect to scroll down and click on ‘Save Adjustments’ once you’re prepared.

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The following step is so as to add the ‘Signature’ discipline to your HIPAA kind. This discipline is essential as a result of it means that you can acquire affected person consent and authorization. That means, you may make positive your CMS kind is compliant with HIPAA rules.

Merely drag and drop ‘Signature’ to the right-hand aspect of the builder and modify the mandatory info.

Right here’s an instance:

Adding signature boxAdding signature box
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That’s it!

Our pattern HIPAA kind solely contains the fundamentals, however you may positively add extra fields to suit your wants. Be at liberty to mess around with the enter textual content fields and the opposite choices obtainable to you.

Customizing the HIPAA-Compliant Kind

When you’ve created your CMS HIPAA-compliant kind, you may wish to add a private contact. To do that, you may head over to the ‘Styling’ tab to customise it.

On this tab, you’ll see choices to regulate your kind’s theme. Go forward and click on the ‘Create theme’ button to open the customization choices.

Creating custom looks in HIPAAtizerCreating custom looks in HIPAAtizer
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You must now see choices to vary the shape’s display dimension, background colour, font, submit button, and extra.

For instance, should you develop the ‘Background’ menu, you’ll see a colour picker that permits you to change the shape’s default background colour. Then, within the ‘Fonts’ part, you could find font mixture choices in your HIPAA kind.

Styling fonts in HIPAAtizerStyling fonts in HIPAAtizer
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Underneath ‘Submit Button,’ you’ll discover extra complete styling choices. You may edit your submit button’s font dimension, border fashion, hover colour, and rather more.

The identical goes for the ‘Labels’ settings.

Once you’re achieved customizing the shape, go forward and click on the ‘Save Adjustments’ button.

Saving changes in HIPAAtizerSaving changes in HIPAAtizer
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You must then see a small notification message that claims ‘Efficiently Up to date.’

Now, all you must do is click on the save icon within the high proper nook, identify the shape, and hit the ‘Save’ button.

Saving the HIPAAtizer formSaving the HIPAAtizer form
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Embedding the HIPAA-Compliant Kind Into Your CMS Site

When you’ve saved your kind, one other pop-up window will seem.

On this pop-up, you’ll see a message that claims the shape is saved however has not but gone on-line.

Publish form popup windowPublish form popup window
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Merely observe the immediate to make it stay and hit the ‘Publish’ button.

With that achieved, you’ll get a brand new message that claims your kind has been printed. Now, you’ll wish to swap to the ‘Combine or Embed Kind’ tab.

Integrate or Embed Form tabIntegrate or Embed Form tab
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From there, you’ll wish to click on on ‘CMS.’

HIPAAtizer will then present directions on embedding the shape into CMS web sites. On the very backside, you’ll see a shortcode. Merely click on the copy button.

Copying shortcodeCopying shortcode
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Now, you may return to your CMS admin space.

Then, you may create a brand new put up or web page or open an present put up or web page to embed the shape. For this tutorial, we’ll create a web page. So, we’ll navigate to Pages » Add New Screen.

Within the content material editor, click on the ‘+’ button and seek for the ‘Shortcode’ block.

Adding the shortcode blockAdding the shortcode block
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After that, choose the ‘Shortcode’ block within the search outcome so as to add it to the online web page.

Then, you may paste the HIPAAtizer kind’s shortcode into the realm that claims ‘Write shortcode right here….’

Write shortcode hereWrite shortcode here
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Don’t fear should you can’t see the HIPAAtizer kind at this level.

Embedding a shortcode normally implies that the component will solely be seen as soon as the put up or web page is printed. So, if there’s nothing left to regulate, you may go forward and hit the ‘Replace’ or ‘Publish’ button.

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Now, you may go to the put up or web page to see the HIPAA-compliant kind in motion.

HIPAA-compliant form on a live websiteHIPAA-compliant form on a live website
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Bonus Tip: The way to Create a Safe Kind in CMS

With all that mentioned, not everybody wants a CMS HIPAA-compliant kind.

HIPAA-compliant kinds are usually mandatory for healthcare suppliers, therapists, and others who deal with delicate affected person info. For those who’re not coping with such a information, then a safe kind could also be adequate in your wants.

To make your CMS contact kinds safe, you want two primary issues: a safe contact kind plugin and a safe hosting surroundings. These 2 components work collectively to maintain your information protected from hackers and different threats.

A safe contact kind plugin helps you save entries safely in your web site and permits for safe e mail notifications.

We advocate WPForms, which is the very best contact kind plugin and is trusted by over 6 million web sites. It has tons of options to guard your web site from spam, hacking, and information theft.

WPForms' spam protection and security settingsWPForms' spam protection and security settings
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There’s even a free model, WPForms Lite, that’s simply as safe, although it has fewer options.

Word: At WPBeginner, we’re huge followers of WPForms. We use it for all our contact kinds and reader surveys, in addition to for lead technology. For extra details about the device, you may take a look at our full WPForms overview.

For those who don’t have already got one, additionally, you will want a dependable internet hosting supplier to maintain your CMS kinds safe.

We recommend Bluehost as a result of we’ve a whole lot of expertise with this supplier and may vouch for his or her glorious buyer assist and efficiency options.

Bluehost additionally affords free SSL certificates. Quick for Safe Sockets Layer, SSL encrypts the info despatched between a consumer’s browser and your web site, stopping hackers from stealing info.

Different good hosting choices embody SiteGround and Hostinger.

For detailed directions, you may check with our information on how one can create a safe contact kind in CMS.

FAQs About Making a HIPAA-Compliant Kind in CMS

On this part, we’ll reply among the most ceaselessly requested questions on creating HIPAA-compliant kinds in CMS.

Is it attainable to make a CMS web site HIPAA-compliant?

Sure, it’s attainable. However you’ll want the best plugins like HIPAAtizer, safe internet hosting, and strict procedures to guard affected person info.

Do I want HIPAA-compliant hosting?

You want HIPAA-compliant hosting in case your medical web site handles affected person information. This internet hosting makes positive that affected person information is saved and transmitted securely, which is important for sustaining confidentiality and assembly authorized necessities.

What’s the greatest CMS plugin for medical kinds?

HIPAAtizer is a well-liked selection. The excellent news is that it has numerous options and may be personalized to satisfy HIPAA requirements.

We hope this text helped you learn to create a HIPAA-compliant kind in CMS. Subsequent, you may wish to see our guides on how one can password-protect your CMS kinds and how one can redirect customers after kind submission.

For those who favored this text, then please subscribe to our YouTube Channel for CMS video tutorials. You can even discover us on Twitter and Fb.

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