Documents, forms, and compliance records
Browse required forms, open any document, and complete submissions online.
Browse hospital forms, logs, and compliance worksheets
Open any form to complete it online. This directory covers admin, compliance, patient, and IT/cybersecurity workflows.
Showing 15 of 15 documents.
D1.
HIPAA Training Log
Document workforce HIPAA and security training completion.
D2-A.
New User Access Checklist
Use for onboarding new users and granting system access.
D2-B.
Access Review Checklist
Quarterly checklist for reviewing user access and permissions.
D2-C.
Offboarding Checklist
Use for termination, end of contract, or access removal.
D3.
Incident Report Form
Report security or privacy incidents involving systems, access, or PHI/ePHI.
D4.
Breach Investigation Worksheet
HIPAA 4-factor worksheet to determine whether an incident is a breach requiring notification.
D5-A.
Complaint Log
Track complaints received, assignment, status, and resolution.
D5-B.
Complaint Intake Form
Capture details of a specific complaint submitted by a patient, representative, or other party.
D6.
Vendor Inventory + BAA Tracker
Maintain a list of vendors/systems that may touch PHI and track BAA status.
D6.
Vendor Approval Checklist
Checklist for approving a new vendor before use.
D7.
HIPAA Security Risk Assessment Template
Annual security risk assessment for systems/processes that create, store, transmit, or access ePHI.
D8.
Document Version Control Log
Track policy, form, and document versions, updates, approvals, and annual reviews.
D9.
Patient Representative / Proxy Authorization Form
Authorize Hospital Interventions to communicate with a patient representative or family member.
D10.
Billing Dispute / Refund Request Form
Allow a patient to submit a billing dispute, refund request, consultation plan cancellation, or related billing issue.
D11.
No-Show / Cancellation / Refund Policy Acknowledgement
Patient acknowledgement that they reviewed and understood the No-Show, Cancellation, and Refund Policy.