HIPAA Funnel
Agent dashboard
Sign in to retrieve available submissions and manage your public form.
After creating an account, enter the newest code from your email, then return here and sign in. Email verification confirms your address; you can then complete the short setup for your new public form.
HIPAA Funnel
Dashboard
Available submissions
Viewing starts a 24-hour grace period. Delete the server copy after you save what you need.
Retrieved submission
Client
Contact and acknowledgment
Answers to review
Negative and unselected questions are hidden here so the details needing attention are easier to scan. The complete submission remains available in the JSON download.
Public form settings
The insurance questions and sharing notice are locked to the published template.
This anonymous address is assigned automatically and does not expose your name or email.
Submission notifications
Email alerts are always sent to your verified sign-in email. SMS is optional and contains no prospect information.
Plan and retrievals
Free plan · three first-time retrievals per UTC week. Reopening a retrieved submission does not count again.
Submissions remain available even after the retrieval allowance is reached. Paid-plan checkout will appear when Stripe prices are configured.