This feature ensures that specific customers are prompted to provide a HIPAA signature and any required EZ Cap agreement during transactions.
Why/When Would I Use This Feature?
You would use this feature when handling customer transactions that require consent under HIPAA guidelines. It is essential in environments where capturing both HIPAA and EZ Cap signatures is mandatory. Automating these prompts ensures compliance, minimizes manual tracking, and reduces errors.
When to use this feature:
- When handling customer transactions that require consent under HIPAA guidelines.
- In scenarios where capturing both HIPAA and EZ Cap signatures is mandatory.
- To automate reminders for obtaining these signatures, ensuring compliance and minimizing manual errors.
How Do I Use This Feature?
- Log into CashierLive by opening the system and entering your credentials.
- Navigate to the Customers.
- Use the search bar to find the customer by name.
- Select the desired customer from the search results to open their profile.
- Click the Edit button located in the top left corner of the profile screen.
- Scroll all the way down to the bottom of the profile. Check the boxes next to HIPAA and EZ Cap to enable signature prompts.
- Click Save Customer to apply and save the changes.
After completing these steps, the system will automatically prompt for HIPAA and EZ Cap signatures during relevant transactions with the customer.