topic Re: Contact Properties and sync Forms in Dashboards & Reporting

Contact Properties and sync Forms

Ishdeepb — Fri, 09 Feb 2024 17:45:11 GMT

Hi, Looking for some suggestions and alternate ways. A client of ours from healthcare practice wants to add around 40+ properties to their contact list, out of these properties most are customised. Their aim for creating these properties is to take max information from their patients. Is there a better way to have those questions placed other than populating the dashboard with each one of them? Is setting up a form to collect the additional info a better way and keep just the basic client details on the dashboard. Since the form also can be shared alongside a meeting link In open for any suggestions. If someone has some across a somewhat closer case? Cheers

Re: Contact Properties and sync Forms

Ben_M — Sat, 10 Feb 2024 13:43:11 GMT

Collection of patient information is not recommended and you should have your client reconsider Hubspot as it is not HIPAA compliant and states this in their terms of service ( https://legal.hubspot.com/terms-of-service ).

Re: Contact Properties and sync Forms

Ishdeepb — Sat, 10 Feb 2024 18:08:05 GMT

Thanks for sharing that information. Apologies from my end. The client is in hypnosis practitioner and info isn't a patient info rather the basic contact details and a questionair form regarding what they are looking for, where did they find the client etc. the basic info before scheduling a call or via an enquiry form. Does that work?