This article guides you through uploading your organization's pre-defined Business Associate Agreement (BAA) template in PDF format for agreement generation within EPICompliance.
These features are exclusively available to Account Administrators, License Administrators, and License Managers.
Requirements:
- Your BAA template must be a PDF document.
- Ensure your template complies with HIPAA regulations.
Important Note: EPICompliance does not guarantee the legal sufficiency of any contract agreements. It is advised to consult with a competent healthcare attorney to ensure your agreement complies with the law.
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."
Steps to Upload Your Template:
- Select Template Option: During the BAA generation process, choose Upload Your Own BAA Template (PDF).
- Upload Your PDF: Click "Browse" or "Choose File" and select the PDF document containing your BAA template.
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