The BestNotes Portal can provide a link to a document (PDF) on the same page as the application(s). This can be:

  • Additional information about a program
  • Recommendations
  • etc.



This could also mean having a PDF that can be printed or digitally filled out on a contact's personal computer (e.g. Adobe Acrobat Reader DC, free, but may require training to those who have not used it). What does the contact do with a digital copy? See NOTES below.


bulb.gif
NOTES: 
  • DO NOT have contacts or BestNotes users eMail any document that has PHI (see Government regulations below), even simple demographics (e.g. name).
  • Please have your contacts fax / mail (postal service) any PHI documents to your company as stated in the portal.
OR
  • Use a secure electronic method to have the document sent to your company.

BestNotes does NOT currently have a secure electronic method for contacts to send PHI outside of the portal OR an upload feature in the portal. We recommend a user fill out a form in BestNotes on behalf of the contact and send the document via the portal to be signed.




US Government

Website:

http://www.hhs.gov/ocr/privacy/hipaa/understanding/srsummary.html


Protected Health Information (PHI):

https://www.hhs.gov/hipaa/for-professionals/privacy/special-topics/de-identification/#protected


PDF:

http://www.hhs.gov/ocr/privacy/hipaa/administrative/securityrule/remoteuse.pdf