
➤ Audit/Evaluation forms: turn feedback information into manageable documents that can be easily reviewed. ➤ Agreements (BAA, DPA.): create agreements that can be sent out, signed, and retrieved automatically. Have your team members fill in incident reports via a Google Form™ and have it documented and escalated based on the submission. ➤ Incident report forms: digitize the incident reporting process.
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➤ Intake/Assessment/Release forms: whether you are a medical professional or personal trainer, create workflows to collect form information and generate documents for each step of client interaction. ➤ Service/Maintenance requests: keep customers and renters happy by digitizing the maintenance request process. ➤ SOAP notes: allow medical professionals to track patient information just by filling out a form. Optionally you can set up an approval workflow so that the documents are sent to the appropriate people for approval. ➤ Leave/Time-off requests: simply have your employees fill out the request in a Google Form™ and you will have it all documented in a Google Drive™. ➤ Waiver/Consent forms: whether you’re running an event or need consent for use of information, Form Publisher makes the document creation and signature collection process easy. You can then easily send them by a email with Yet Another Mail Merge (YAMM) ➤ Invoices: automatically mass generate invoices for all your customers at the end of the month. ➤ Purchase/Quote requests: automatically generate documents like purchase requests or quotes based on information provided by your customers. Form Publisher mass generates documents from your Google Sheets™ data and stores them in Google Drive™.Īutomate and simplify the creation of the most tedious business processes using Form Publisher. Create a document template (can be Google Docs™, Sheets™, or Slides™), and add custom markers based on your spreadsheet columns.Ģ. Form Publisher automatically generates documents from your Google Form™ responses, stores them in Google Drive™, and sends them to recipients via email, for approval and/or for a signature.ġ. Optionally, you can set up an approval workflow and a signature request.ģ. Configure your document recipients to decide who will receive which documents, in which formats, with what permissions. Create a document template (can be Google Docs™, Sheets™, or Slides™), and add custom markers based on your form questions.Ģ. Get started in a few easy steps after installing the Form Publisher add-on:ġ. Store all generated documents on Google Drive™.

Generate and send invoices, quotes, waivers, certificates, and many other documents through simple form submissions. Streamline tedious business processes through automated document generation workflows. With the Google Forms™ add-on, you can also send them via email to be approved and signed online. With Google Sheets™, you can mass generate documents in bulk.Įasily create customized documents from Google Forms™ by turning form submission data or spreadsheet rows into beautifully designed PDFs, Google™, or Office documents.

With Google Forms™, documents are generated one by one on each form submission.

Selected auditees may, but are not required, to use the following template.Form Publisher works with either Google Forms™ or Google Sheets™. OCR has developed a template which covered entities may find helpful to use when responding to the business associate list request.
