Posts tagged " digital forms "

3 ways beauty salons can easily gather and store sensitive data

August 7th, 2019 Posted by Beauty, Beauty Client Forms, Uncategorized No Comment yet

With legislation regarding client information tightening due to GDPR, as well as the need for beauticians to obtain the necessary client consent before carrying out treatments, many beauty salons are looking at more efficient and cost effective ways to gather and store data. 

Thanks to electronic consent forms, beauty salons are able to safely and professionally obtain, manage and store confidential client information and consent electronically by storing it safely to The Cloud.  Here are 3 ways that iPEGS’ electronic forms can help beauty salons easily gather and store client data.

1.Switch from paper to electronic consent forms

Electronic consent forms are the easiest way to gather client data, whilst gaining consent. Unlike old fashioned paper, pen and clip boards, you can hand your client an iPad or tablet and create a professional and engaging first impression. You can even email your clients a form to fill out in advance of the treatment to speed up the consultation process.

Electronic forms also eliminate the risk of incorrectly filled in fields, illegible handwriting and lost paperwork, while mandatory fields will ensure the form is fully completed. Plus, beauty salon electronic consent forms enable you to stay compliant with the latest GDPR requirements. 

2. Store data in The Cloud

The Cloud is an online space where you can store your data, safely and conveniently, which is why an ever-increasing number of businesses and individuals are turning to it.

Electronic consent forms allow you to easily save and store client data straight to the cloud, and with its advanced security features and low maintenance costs, it’s the smartest way to store your valuable data. It also allows you to access client information from anywhere – which is ideal for mobile beauticians or those who work from third party salons.  

3. Complete forms using electronic devices helps protect client data

Electronic consent forms bring beauty salon owners and their clients, complete peace of mind. The ease at which information can be obtained electronically and then safely stored straight to the Cloud, means that your clients’ sensitive information will remain safe, secure and confidential. Paper forms, on the other hand, leave beauty salon owners vulnerable to theft, loss or damage, not to mention the sheer amount of space they take up being in stored in a filing cabinet.  

Setting up a free trial with iPEGS is easy, and you can trial five forms for free before you choose to buy.  Find out how easy it is for your beauty salon to gather and store sensitive data using iPEGS’ electronic forms. 

GDPR AND ALTERNATIVE THERAPY CONSENT FORMS

July 24th, 2019 Posted by Acupuncture, Alternative Medicine, Clinic app, Consent forms, Consultation Forms, Electronic signatures, GDPR, Holistic Health, Hypnotherapy, Medical History Form, Paperless, Photography, Sports Therapy, Uncategorized, Web Design No Comment yet

It is now over one year since the GDPR legislation came into effect on the 25th of May 2018, and it’s still a major area of concern to many small and medium-sized endeavours.

The Alternative Medicine sector is no exception as I discovered when we exhibited at the Holistic Medicine Exhibition at the ICC in Birmingham recently. 

Almost everyone I spoke to wanted to know if we could help them with compliance. It was as important as the cost savings of going paperless for them. Convenience for them and their clients is the other main benefit.

Many of them were members of a Professional Hypnotherapy Association. They comply with the hypnotherapy code of ethics they studied as part of Hypnotherapy training. Therefore complying with GDPR is important too.

Fortunately, using paperless forms is a great cure for many GDPR headaches.

Nothing worries us more than the unknown. So I thought I’d write down a few words about how GDPR affects Hypnotherapists.

GDPR IS A SOLUTION NOT JUST A PROBLEM

Many people saw GDPR for alternative practitioners as a problem. By offering more transparency it safeguards consumer rights in our online world. Not a problem but a solution.

However, GDPR was written by highly paid lawyers. It appears designed to be complex to keep them in business. 

So here is my take on it, let’s start from the top, shall we? 

WHAT IS PERSONAL DATA?

Personal data means information relating to an identifiable person. Information including, names, addresses, dates of birth, ethnicity, medical information etc.

If you collect personal data for example, using an iPEGS electronic consent form you are the Controller and we are the Processor. The same is true for Medical history, Treatment plan or in fact any of our forms.

As a controller, you determine the purposes of processing personal data. We as a processor, are responsible for processing the data, storing it securely as well as keeping it accessible and within the law. 

A RECENT SURVEY SHOWED NEARLY 40% OF SMALL BUSINESSES DID NOT UNDERSTAND GDPR REGULATIONS

Most people who use paper forms are both the controller and processor. They hold all the responsibility themselves. 

HANDWRITTEN FORMS ARE DATA TOO

GDPR applies to both automated personal data and to manual filing systems. Handwritten forms are data just as the most sophisticated online form, only more cumbersome. 

You must keep an inventory of all personal data that you process.

If that data is digital with the right provider it is relatively simple to keep within the law. Paper-based data is much harder to manage.

THINGS YOU AS CONTROLLER OF PERSONAL DATA SHOULD CONSIDER

  • You must obtain consent to collect data, even the informed Consent to treatment form. You must receive Informed consent to collect Informed consent.
  • How do you store information? In a filing cabinet, on an excel sheet, or securely encrypted in the cloud?
  • Do you share or transport data and if so, how? Is it in the car as you travel between clients? Scanned, printed out and posted, emailed? All these present risks. If submitted securely to a UK data centre, as with iPEGS forms, for example, those risks disappear. Unlike your data might.
  • Is the information subject to a retention schedule?
  • You must keep client data, usually for 7 years.
  • The type of information you are holding (names, addresses, dates of birth, medical history, etc).
  • Do you collect it as paper forms, electronic forms, etc?
  • Will the information for marketing, research, evidence of permission?
  • Who will share the data?
  • Will there be an effect on the individual concerned and is it likely to cause any individuals to object or complain?

ALTERNATIVE THERAPISTS CLIENT’S RIGHTS UNDER GDPR

  • The right to be aware, of data you hold on them.
  • To have timely access to their personal data.
  • The right to request rectification, without delay.
  • To have personal data deleted.
  • The right to data portability, which allows individuals to obtain and reuse their personal data.
  • The right to object, for example, using their data for direct marketing.

If you lose data and let’s face it losing a paper form is easy to do even in the best run surgeries, this counts as a breach.

GDPR WHAT ARE THE RISKS FOR THE HYPNOTHERAPY PRACTITIONER?

If someone gains unauthorised access to your client’s private information, you have 72 hours to report the data breach to both your customers and any data controllers, if your company is large enough to require a GDPR data controller. Failure to report breaches within this timeframe can lead to heavy fines. 

For most practices, GDPR creates the need for greater investment either in consultant’s fees or in your own valuable time. Ensuring your operational processes are up to the required standards, ensuring websites, forms etc are designed and optimised for the latest protocols.

THINGS TO CONSIDER WHEN CONTROLLING DATA

  • Are you or someone on your team trained on data protection?
  • What changes have you made this year to become GDPR compliant?
  • Have you built client consent into your system ?

Clients can give consent in various ways, such as email, a contact form on the website, a check-box on your landing page, tick box on the form etc.

Consent records must specify the time and date when consent was given, as well as the exact means they delivered consent. 

COMPLIANCE INSPIRES TRUST

Compliance not only protects the patient, but it also protects your surgery from overstepping the boundaries.

Companies who seem to cut corners with data protection might well cut corners elsewhere. Most of us are members of a National Hypnotherapy association and have no problems with Hypnotherapy ethical issues. Cutting corners is not in our DNA we understand Our ethics and professionalism are all we have. So going digital make sense.

Can you simply and rapidly process data deletion for clients. Is it at the press of a button or will it take hours of work?

Do any 3rd parties have access to your client’s data? Third party access to data is all too common, third parties who might be using the same network or facilities, you need to be aware of any other parties who might have access to the data you’re collecting. This can be a particular problem in mixed therapy practices. Is it kept in a filing cabinet where others have access or a shared network?

How easy is it to export your data? Is it available at the touch of a button or is it a trip down to the cellar and a root through the filing cabinets?

PRIVACY BY DESIGN

One component of GDPR is privacy by design. This requires therapists to design their systems with the proper security protocols in place from the start. Failure to design your systems of data collection the right way will result in a hefty fine. It is a good idea to take a good look at your website if it hasn’t had a design overhaul in the last year or so.

Are your forms easy to find and wipe? Who has copies? Are you holding data on your phone, laptop or PC and do others have access to these devices?

GDPR seems complex, but essentially it refers to the need to have business systems designed with proper security and privacy measures integral. iPEGS paperless forms, for example, is such a system.

If you would like to find out more about how a system such as iPEGS can help you manage your client data, please check out our website www.ipegs.co.uk or contact me directly steve @ipegs.co.uk or call me on 01244 955350, I will be pleased to help.

MARKETING ONLINE FOR ALTERNATIVE THERAPISTS

July 24th, 2019 Posted by Acupuncture, Alternative Medicine, Consent forms, Consultation Forms, Holistic Health, Hypnotherapy, Medical History Form, Paperless, Sports Therapy, Uncategorized, Web Design No Comment yet

Marketing Online for Alternative therapists is part of the iPEGS series of blogs on marketing your Alternative Therapy Practice. A covert plan to force our clients to use more paperless new client forms, informed consent forms etc. Here is a list of places you can cheaply promote your practice.

Having built an excellent website, we need to get it an audience. However until you can get that site in front of your potential patients it is just a vanity project.

“The man who has a thing to sell, and goes and whispers it down a well, is not so likely to collar the dollars as he who climbs a tree and hollers!”

1920s marketing slogan.

INVEST IN GROWING YOUR PRACTICE

Running your own business is a demanding thing. For every hour you get paid for, you can spend two in setting up your practice and building your client base at the start.

That means you are only earning 10 pounds per hour worked if you charge your client 30 pounds an hour.

Fortunately, the return on one hour spent promoting your website can result in bookings for 5 hours according to experienced therapists.

Therefore that hour will pay you 150 pounds in the long run.

After your site has been running for a while, remember to revisit it and refresh it as you would your wardrobe.

WAYS OF DRIVING TRAFFIC TO YOUR WEBSITE

WRITE A BLOG...

Publishing a regular blog will help you raise your profile and ranking on the search engines. This is what I am doing now for our website www.ipegs.co.uk.

You are proud of what you do, talk about it, be it Reiki, Acupuncture, Hypnosis Therapy or another alternative therapy. 

By producing original and helpful content about your speciality you will generate interest from potential and actual clients. 

Talk about your teachers and how they inspired you. The courses you have taken to get where you are. 

Share your vision, your journey. You became a therapist because you want to help others and believe you can do that. This commitment will interest and engage by your audience.

By connecting your blog to your website you can help drive traffic to it and improve your search engine rankings. 

‘FOR UNTO EVERYONE THAT HATH SHALL BE GIVEN’.

Mathew 25;29

The more traffic you get the higher you rise in the search engines. The higher you are ranked, the more visitors you receive, it is a virtuous circle.

BE SOCIAL

Instagram, Facebook, Snapchat, Twitter, Linkedin….

Social media can still be done for free and is one of the easiest ways to market yourself.

You have a great story to tell. Facebook, Twitter, LinkedIn and Instagram are all forums to tell that story.

You have an informed opinion so get involved in forum discussions.

Create a business account on these popular sites. Maximise your online presence by posting regularly with varied content. 

FACEBOOK

Create a company page and your customers can easily keep in contact with you.

Video arouses people’s interest faster than any other content, with attention spans shortening you have 1.2 seconds to make an impression and keep their attention.

Make a video and post it, if you are a masseuse, get your partner to star in your ‘how to relieve stress’ massage video.

If Acupuncture is your speciality, do a visual demonstration of the art. Remember in social media ‘show not tell’ is more effective.

Facebook knows this and will share your video far more widely than text. 

You don’t have to be Michael Bay or Steven Spielberg; you just have to show you care about what you do. 

If you can make people laugh as well as inform them, you have 75% of your audience in the palm of your hands.

TWITTER

Is instant and more about sound bites or customer service. Easily accessible to your customers. Having 140 characters means you need to be short, and sweet.

INSTAGRAM

Is all about show don’t tell. Pictures of the team, happy clients, short videos of your services and products in action. Keep it current and create a buzz about your crew.

Instagram is owned by Facebook so any advertising you do may also be shown in people’s Instagram feed everyone loves a twofer.

SNAPCHAT

Is relatively the new kid on the block use it in the same way as Instagram, remember you can post your material on more than one site. So, Snapchat is another string to your social media revenue machine.

LINKEDIN

Is about you connecting with businesses and professionals within your field. This is a longer-term investment in your brand. Gaining credibility with your peers will pay dividends as they link with you and share your posts within the community.

This blog is one of a series written by iPegs paperless forms in order to help Holistic Practitioners grow their practices.

By using the iPEGS Paperless System you present a professional approach for your Consultation Forms, Consent Forms, Medical Histories and Treatment Plans. Save time and money and keep your client’s data safe.

As the data processor we store and encrypt your data in a secure, state of the art, UK data centre. We are Cyber Essentials Certified giving you peace of mind that our defences will protect against the most common cyber-attacks. We have achieved the IASME governance standard in relation to GDPR where we have demonstrated wider governance for management of the controls protecting personal data.

If you would like to know more simply email me: steve @ipegs.co.uk or call me directly on 01244 955350 and we can discuss how iPEGS can help improve your client’s experience.

MANAGING CLIENT’S DATA FOR THERAPISTS

July 24th, 2019 Posted by Acupuncture, Alternative Medicine, Clinic app, Consent forms, Consultation Forms, GDPR, Hypnotherapy, marketing, Medical History Form, Paperless, Sports Therapy, Uncategorized, Web Design No Comment yet

HOW DO I AS A THERAPIST PERMANENTLY REMOVE CLIENT’S DATA FROM MY OLD DEVICES?

As a Therapist you store sensitive client information on your desktop computer, laptop, tablet or even smart phone.

One of the key moments where data becomes vulnerable is when you dispose of old IT equipment. 

You cannot just copy and then dump data, there is a duty of care for the total life cycle of the equipment including disposal.

Client information such as Informed consent forms, Medical histories, Treatment plans, or other Consultation Forms, as well as contact details, are at the core of your business. It is protected by GDPR law and frankly not something you want to go astray. Make sure that you have it safely, on the cloud, or alternatively stored securely.


MY CLIENT’S DATA IS IN THE CLOUD. HOW DO I DELETE THIS SECURELY?

If you are using iPEGS paperless forms, securely deleting data from the cloud is simple. You need no special software, reformatting, resetting, or specialist IT security consultants. You can delete data on request permanently and at the push of a button. As clients are able to request this from you as data collector.

If you use another provider you should contact them for advice on how to securely delete this data.

MY DATA IS ON MY DEVICE, NOT ON THE CLOUD

If you store your data off cloud, at first glance deleting files, formatting or factory resetting hardware should do the trick. Unfortunately that is not always the case.

The delete file button does not really erase files, it just takes them out of sight. Anyone with a little knowledge can easily recover these files.

If you have client’s phone numbers, email addresses on your phone, and who doesn’t, disposal is a huge responsibility. 

DONATING OLD PHONES OR TABLETS

If you have ever sold or passed a mobile phone or tablet on, what happened to all the data that was on the device?  Even activating the factory reset on mobile phones and tablets isn’t always the end of it. 

You may think you are doing the right thing by donating your old phone to organisations like Oxfam or Fonebank but without the proper precautions, you could put client’s data at risk.

YOU MUST BE SURE THAT ALL PREVIOUS DATA IS UNRECOVERABLE BY THIRD PARTIES 

Where is my client’s data? 

Desktop and laptop computers store data on an internal hard drive. Most of us are familiar with that. Don’t forget that you may also have client’s data stored on USB drives, USB sticks or even CDs.

Some Mobile phones and Tablets have internal SD cards not dissimilar to the ones you can buy to add memory or save photo’s. 

DELETE OR DESTROY?

When you delete your data it may no longer be easily available. However traces of data remain in places that aren’t always apparent.

If you move an item to the recycle bin or perform ‘quick format’ on your hard drive or a factory reset of your device, you may consider it deleting data but it isn’t complete.

For a home computer, this is generally an adequate method for removing your personal data in most situations.

Formatting your device, recreates the data structures and file system.

You can delete data by reformatting, unfortunately, it could still be recovered easily.

HOW DO I MAKE SURE MY DATA CAN NEVER BE RESTORED, EVEN BY PROFESSIONALS? 

Data Destruction

Employ an IT security specialist.

There are many companies which will securely delete data for you from a range of devices. These organisations will destroy or overwrite data on your behalf. 

Companies such as Secure IT Services Ltd for example, use InfoSec Standard No: 5 Approved Blancco programme as do other companies in the sector. This is the gold standard but is costly.  

They are able to return, reuse or recycle your device after they have securely deleted your data.

Before you send a device to be wiped, it is wise to restore it to factory settings. When your machine is returned, you should confirm your data has been removed securely

All this takes time and money but is the most effective method of removing data .

OVERWRITING PROGRAMMES

Using an overwriting programme can be cheaper and you can continue to use the device once the process is complete. 

Overwriting large hard drives takes time and this may need to be done multiple times. However it may be impossible to remove all data from the device.

Where do I find overwriting software?

You can find programmes which offer secure deletion of data easily. Some are free to download however, you should make sure this comes from a reputable source and check user reviews against the claims that it makes.

USE A SLEDGEHAMMER

You may well decide that it is cheaper and less hassle just to destroy the hardware. Even this is not as simple as it may appear at first glance.

The client data may well be the only thing that you really want to remove, not to buy a new computer.

If you take a sledgehammer to your device, you can’t just sweep up the yard and dump it into the bin. The debris from mobile phones tablets, and the batteries particularly raise extra health, safety and environmental concerns.

You can try restoring factory settings.

Many devices offer a function to ‘Restore to factory settings.’ This will return the device to the state in which you bought it. This mostly applies to tablets and smartphones.

Included in the reset process must be a secure wiping stage. Not all devices include this process. You should check with the device manufacturer .

THERE MUST BE AN EASIER WAY?

If having read this you feel that it might be wiser to, stick to therapy and not take up IT security as a part time job then why not look at our website and see how iPEGS can help you manage your forms and data.

By using the iPEGS Paperless System for your Consultation Forms, Consent Forms, Medical Histories and Treatment Plans, you can be sure that your data is safe. As the data processor, we store and encrypt your data in a secure, state of the art UK data centre. We are Cyber Essentials Certified giving you peace of mind that our defences will protect against the most common cyber-attacks. We have achieved the IASME governance standard in relation to GDPR where we have demonstrated wider governance for management of the controls protecting personal data.

I’m interested how do I get started?

If you would like to know more simply email me directly: steve @ipegs.co.uk or call me on 01244 955350.

iPEGS Partnership with One Tree Planted

June 25th, 2019 Posted by News No Comment yet

At iPEGS we are passionate about the future of our planet and are proud to announce our partnership with One Tree Planted. To thank you for making a positive impact to the environment by using iPEGS, for every new customer that we help to go paperless, we will plant a tree.

As technology advances and we start to enter a more efficient digital era, we hope that paper waste begins to dramatically reduce. By helping businesses in multiple industries, across the world to adopt a paper free business we are getting closer to creating a change. Deforestation affects wildlife, ecosystems, weather patterns and also the climate. Our aim is support putting a stop to this.

The biggest waste of paper is consumed within businesses, with a vast amount of documents and forms being printed for clients to complete. iPEGS offers a simple, low cost and flexible solution turning paper based forms into branded, innovative digital forms which work effectively.

We need to keep our forests alive and plant more trees for the future of the planet.

This week so far we have planted 12 trees in the Amazon Rainforest for our new customers 🙂

How it works:-

save the trees

If you want to take your business positively paperless, then please contact us on 01244 955350 or email adam@ipegs.co.uk 

Paperless Consent forms

July 25th, 2017 Posted by Consent forms No Comment yet

If you are offering a treatment or service, then gaining informed consent from clients is extremely important. Due to the nature of the beauty industry, we work with a variety of spas and independent beauty specialists who we have designed digital client consent forms for them to use within their businesses.

iPEGS Remote enables you to operate a paper free business, it improves the client’s experience, saves time, money and improves efficiency. It can also help to protect you from potential legal cases arising in the future.

So how do I get a form completed and signed by my client:

Using a tablet, iPAD or smart phone you can access multiple company branded forms without a wifi connection. Just open the form that you wish to be completed and save the form. This is perfect in a face to face situation (which eliminates the need for paper and a clipboard).

You can also send the form electronically to your clients to complete and sign prior to their appointment. Once completed, this can then be stored on your computer, CRM system or saved on the iPEGS portal for reference.

Click here to see how an example form would look like to your client.

Once this form has been saved you can either:

– Export the form as a PDF and a copy can then be emailed to both you and the client. 

– Export the forms via CSV which can then be imported into your CRM system or used for marketing purposes.

You can also send the consent form to the client / guardian prior to their appointment. They would receive this form on their smart phone, or to any device, to complete, sign and submit back to you.

Features of iPEGS Remote include:

  • Easy to use form builder – where you can build and brand your own forms
  • Folders – To organise forms
  • Feedback forms – Strive to improve your business by customising feedback forms to be completed by your clients
  • Photo and Image Fields – Add before and after photos to your forms
  • Secure Signatures – Add secure, multiple signatures to your electronic form include third party signatures

Why go paperless? 

  • Never receive an incomplete form again! Field types can be set to optional, warning or mandatory
  • Use the unique signature features which includes the date and time stamp of the signature. Even add face stamp for improved authenticity.
  • Save money and the planet through stopping excessive printing
  • Get your business in order with a digital filing system
  • Cut out the administration and have more time to focus on your business
  • Fight off those legal battles with digital consent forms that can never go missing

iPEGS REMOTE PRICE GUIDE

If you would like to have a demo of how the app can work for you then contact Adam on 01244 955350 or email adam@ipegs.co.uk