Q & A
Is this site and data secure/HIPAA compliant?
Recipients of Form Notifications: It is extremely important you ensure that any email accounts these notifications are sent to can only be accessed by people who have the legal right to do so and that client confidentiality be maintained in a manner consistent with your professional and state mandates. McCray Psychological Services, Inc. is not responsible for any unauthorized access or dissemination by the individuals that you designate as authorized recipients of Form Notifications
Security for you: You will have password protected access to the membership section of our website, where you will be able to manage your account. This will include the ability to: change your password, create your client’s password, access client forms completed within the last 90 days, check how many forms you have left, and order more forms.
You will also have a dedicated URL (website) address to give to your clients so they can access and complete your forms. You may want to post this address on your website or business cards. The address will be password protected to prevent unauthorized people or spam-bots from filling out your forms.
- Never share your Sign In password to the membership section with anyone who should not legally or ethically have access to your client’s information.
- Choose a different password for client access to your online forms.
- Only share this password with your clients, as you will be charged for each completed form.
- Change your passwords regularly.
Your credit card will be processed by a merchant (2Checkout) and will NOT be kept on file for security purposes.
ONLY YOU have access to the client information/forms. They will never be shared with any other entity.
What types of computers and programs do I or my clients need?
- Any type of computer or tablet – Windows or Apple
- An internet connection – they must have an internet connection the entire time they are completing the form, they cannot download it and complete it off-line
- Any internet browser – such as Internet Explorer, Netscape, Mozilla, Google Chrome, Firefox, Safari
We do not recommend completing the form on a cellphone due to its small screen and difficulty typing in responses.
To access your account and see completed forms: You can access your account from any computer with an internet connection, using almost any internet browser. However, you may find that some browsers format the report’s spacing and font type or size in different ways. In this case, the report may require additional formatting once copied into a Microsoft Word document. We recommend Internet Explorer or Firefox to avoid this issue.
You do not have to download any special programs to see the completed forms.
To copy and paste emailed reports: You must copy and paste the report from our membership page to Microsoft Word™. Various programs will interpret the reports slightly differently, so the pasted text may require some formatting in terms of its spacing, margins or text sizes.
What happens if I run out of forms ?
If a client tries to fill out the online form when you have none remaining, they will receive the following message after entering their password: “NO MORE FORMS ARE AVAILABLE AT THIS TIME. PLEASE NOTIFY THE PERSON WHO GAVE YOU THIS LINK.”
You may purchase more forms at any time and find out how many forms you have left in the membership section of our website under the “Form Access” tab. Even if you are out of forms, your account will remain open for up to two years.
To minimize the chance of running out of forms, you will receive an email notification when you have the following amounts remaining: 51, 21, 11, 5, 2, 0.
You can also choose to receive monthly updates about the number of forms completed over the past month and the number remaining within the membership section of our website under the “Account Settings” tab.
Why are there three different colored texts in the report?
- BLUE text – a potential problem (such as complications with pregnancy) or an unusual response.
- BLACK text – no significant issue.
- GREEN text – areas you may wish to fill in yourself (such as creating a topic sentence that summarizes the client’s overall health history).
Do I need to retype this report or the client’s answers?
However, you will have to review the client’s responses and address any unusual or problematic issues. Also, although most client responses will have been transformed into clear-flowing sentences, with appropriately integrated quotes, you may have to edit some responses if they are very unusual or unclear.
Will I be charged if a client fails to complete the form properly?
While there are no set refund policies for minor technical errors, please feel free to contact us with any concerns.
What ages are these forms intended for?
Can I edit the questions or create my own special questionnaire?
Purchasers have the option to receive, or not receive, emails with “usage tips,” a “monthly report” regarding the number of forms used, or promotional emails from the Provider (such as discounted form fees or free forms for referring a friend). This option is provided within the Purchaser’s account page.
No Purchaser will be given access to any other member’s information by the Provider. Purchasers should not share their account information (such as their password) with any other member or individual that does not have the legal right to access their account or view the information within it.
The Purchaser is obligated to uphold the laws and ethics of each Purchaser’s state, professional board, ethics committee, etc. For example, some of the client’s responses to the questionnaire may need to be edited by the Purchaser to protect confidential information. Purchaser is solely responsible for ensuring that the individuals that it designates as persons authorized to receive Form Notifications are legally authorized to access and review such information.
All purchased forms are non-refundable and non-transferrable.
Forms may be given to a Purchaser or sold solely at the discretion of the Provider.
Provider may access and review Data provided in the Questionnaires and is authorized to share such information with Purchaser, who provided the link and password to Client to complete the Questionnaire, but Provider shall not disclose or disseminate such information to any other persons or entities. Provider agrees to comply with the provisions of HIPAA in all respects in its role as a “Business Associate” of Purchaser, as that term is defined by HIPAA.