This article explains how to generate a new Business Associate Agreement (BAA) using the standard EPICompliance template within the Customer Console.
These features are exclusively available to Account Administrators, License Administrators, and License Managers.
Logging into EPICompliance:
- Log In: Access your EPICompliance Customer Console.
- Open the Menu: Locate the menu icon represented by three horizontal lines, typically found in the top right corner of your screen.
- Navigate to Business Associates: Select the "Business Associates" section from the menu options and click on either "BA Dashboard" or "All Agreements."
Generating a New Business Associate Agreement Using the EPICompliance Template:
- Start a New Agreement: From your chosen subsection, click on the "New Agreement" or "Generate New Agreement" button.
- Select Template Option: Choose "Use EPICompliance BAA Template" to utilize the standard template provided by EPICompliance for crafting a new agreement.
Filling Out Agreement Details:
Once you've chosen your BAA template, you'll need to provide some key information. Be sure to select the most accurate options from the dropdown menus for each field.
- Your Role: Specify your organization's role in the agreement by selecting either "Contractor" or "Subcontractor."
- License: If applicable, select the specific license associated with the business associate agreement. "All Licenses" can be chosen if no specific license applies.
- Account Representative: Designate the authorized representative within your organization for this agreement.
- Business Contact: Select the relevant business associate from the existing list. "Add New Business Contact" allows you to add a new vendor if they are not already listed.
- Effective Date: Specify the date when the agreement will officially become active by selecting the "Select effective date of Agreement" field.
Sending the Agreement:
- Review and Send: Review the agreement, ensure all details are correct, and click 'Send.' The agreement will then be sent to the business associate’s email for electronic signature.
Monitoring Agreement Status:
- Track Progress: The agreement’s status will update in your console, allowing you to monitor when it is signed and subsequently store it in your records for compliance and reference.
For questions or concerns, contact us via the following:
- Chatbox window on your EPICompliance Customer Console screen.
- Telephone: 877-560-4261
- Email: support@epicompliance.com