Digital signature collection for billing releases

**Purpose**

1.1. Streamline digital signature collection for billing releases in addiction treatment; ensure compliance, accelerate payment cycles, and enable seamless processing between treatment center, patients, and payers.
1.2. Safeguard patient data and maintain HIPAA compliance throughout the collection/validation process.
1.3. Automate reminders and verification, linking billing events to required digital signature capture, storage, and audit trail creation.

**Trigger Conditions**

2.1. Generation or update of an invoice or billing release in EHR or practice management system.
2.2. Submission of insurance claims requiring patient or guardian consent.
2.3. Completion of patient discharge workflows.
2.4. Manual request from authorized staff via admin portal.
2.5. Patient reaching milestone or scheduled billing threshold.

**Platform Variants**

3.1. **DocuSign**
• API: Envelopes: Create, send documents for signature; set recipient, redirect URIs; sample integration: `POST /v2.1/accounts/{accountId}/envelopes`

3.2. **Adobe Acrobat Sign**
• REST API: Agreements endpoint; automate agreement creation and recipient notification; e.g. `POST /agreements`

3.3. **HelloSign**
• Endpoint: `signatures/send_signature_request` with document and signer email; status polling for completion

3.4. **SignNow**
• API: `POST /document/{document_id}/invite`; prefill recipient and role mapping

3.5. **PandaDoc**
• API: `POST /public/v1/documents/send`; trigger using template and dynamic field injection

3.6. **RightSignature**
• REST: `POST /api/v1/templates/{id}/send.xml`; recipient and callback URL configuration

3.7. **OneSpan Sign**
• REST: `POST /api/packages`; define sender, recipients, expiry, documents

3.8. **SignEasy**
• Endpoint: `/v1/sign/request`; pass in file URL, client details, callback

3.9. **eversign**
• API: `POST /document` for document creation with signer and notification events

3.10. **Zoho Sign**
• Endpoint: `POST /api/v1/requests`; automate document dispatch with role tagging

3.11. **Formstack Sign**
• API: `POST /v2/documents`; encode fields, assign signers by email

3.12. **Foxit eSign**
• Method: `POST /api/document/send`; use template assignment and webhooks

3.13. **SIGN.PLUS**
• API: `/api/signature_requests`; pass in document, subject, recipients

3.14. **Signable**
• Endpoint: `/api/v1/templates/send`; fills custom data for patient name/reference

3.15. **Concord**
• REST: `POST /contracts`; send PDFs, set signature sequence, ask for events trigger

3.16. **SignRequest**
• API: `POST /api/v1/signrequest`; set up signer and integration callbacks

3.17. **ZorroSign**
• REST: `POST /api/documents/initiate`; automate workflow per patient/billing ID

3.18. **Sertifi**
• Endpoint: `/API/Document/Sent`; pass in recipient details, specify audit log delivery

3.19. **Signix**
• API: `POST /esign/api/packages`; workflow template and consent capture

3.20. **RPost RSign**
• REST: `/api/rpost/sendDoc`; map signers, schedule expiry reminders

3.21. **Microsoft Power Automate (Flow)**
• Action: “Start Adobe Sign Approval workflow”; link with EHR or accounting trigger

3.22. **Jotform Sign**
• API: `POST /sign_document`; customize template, embed in billing portal

**Benefits**

4.1. Compliance: Central, auditable record of all billing-related signatures.
4.2. Efficiency: Accelerates billing, payment, and insurance settlements.
4.3. Accuracy: Minimizes human error, missed signatures, and delays.
4.4. Integration: Seamless link of signature events with EHR, CRM, and accounting.
4.5. Experience: Improves transparency and fosters patient trust.
4.6. Security: End-to-end encryption and HIPAA-grade authentication throughout process.
4.7. Scalability: Handles volume spikes without manual workload increase.