DOA, HIPPA and YIPPA | Scribe

    DOA, HIPPA and YIPPA

    • Iris |
    • 33 steps |
    • 3 minutes
    1
    Click the "**[[Docs]]**" tab and select the "**Retainer**" folder.
    2
    Select the retainer document to rename it.
    3
    Click "[[More vert]]"
    Click "[[More vert]]"
    4
    Click "[[Rename]]"
    5
    Rename the retainer "*Client's Name*\- Retainer"
    Rename the retainer "*Client's Name*\- Retainer"
    6
    Click the [[Arrow]] to download the Retainer.
    7
    The retainer will open with PDF.

    DOA

    8
    **Part 1**\- Extract the "*Designation of Attorney.*" Example- DOA only 1 page.
    9
    Click the print sign.
    10
    Please make sure retainer prints to PDF.
    11
    Select the page.
    12
    Click "Print".
    13
    Name the Designation of Attorney as " *DOA*."
    14
    Save "*DOA"* to your computer.

    HIPPA

    15
    **Part 2**\- Extract the "*HIPPA"* From the retainer.
    16
    Example- HIPPA pg 1.
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    Example- HIPPA pg 2.
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    Example- HIPPA pg 3.