Compliance
Encryption in transit and at rest:
Client submissions are encrypted from the moment they’re entered until the moment an authorized staff member opens them. Data at rest is encrypted on our servers.
Business Associate Agreement:
Every center receives an executed BAA. This is a foundational HIPAA requirement — and most general-purpose form tools either don’t offer one or reserve it for premium enterprise plans.
Individual user accounts:
Every staff member and volunteer gets their own login. Rolebased permissions mean a front-desk volunteer sees what they need and nothing more. No shared passwords.
Complete audit trail:
Who opened which record, when, and what changed. Exportable, timestamped, and retained according to your policy.
Data retention controls:
You define how long client data is stored. Records are purged on your schedule, not held indefinitely on someone else’s server.
No PHIin email notifications:
Alerts tell your team a submission arrived. They never contain client information.
Built for Centers
Pre-built form library:
First contact and intake · Medical history · Consent to services · Appointment requests · Pregnancy test intake · Ultrasound consent · Options consultation · Client follow-up · Material assistance requests · Volunteer applicationsCustom forms built for you:
On the Complete plan, tell us what you need and we build it. No form-builder learning curve.Conditional logic:
Forms adapt as clients answer. Someone reporting a negative test doesn’t see questions written for a positive one.Matches your website:
Forms carry your center’s colors, fonts, and logo. Clients never feel handed off to a third-party system.Mobile-first:
Most clients reach you from a phone, often in a difficult moment. Forms are built for that first.Multi-location support:
Route submissions to the right site, with permissions scoped by location.Protect What Matters Most.
Your clients trust you with their situations – trust Safeguard Forms to protect their information.