Client Intake & OnboardingPurpose
1.2. Automate requests for signatures and collect required documents (e.g., consent forms, ID proofs, health histories).
1.3. Ensure secure, compliant archival and reporting for regulatory needs.
1.4. Minimize manual intervention, accelerate onboarding cycles, and maintain a complete digital audit trail.
Trigger Conditions
2.2. Intake form submission detected via web or tablet.
2.3. Referral from medical practitioner received and logged.
2.4. Staff initiates onboarding checklist in internal portal.
2.5. Client requests service through web form or call center entry.
Platform Variants
3.1. DocuSign
• API: Envelopes:create
• Auto-send digital signature requests to clients; configure callbacks for completion status.
3.2. Adobe Acrobat Sign (formerly EchoSign)
• API: POST /agreements
• Generate and route consent agreements for e-signature on client onboarding.
3.3. HelloSign (Dropbox Sign)
• Endpoint: POST /signature_request/send
• Dispatch intake forms for client signature, auto-store signed PDFs in cloud.
3.4. PandaDoc
• Endpoint: POST /documents/send
• Onboard clients by sending and tracking form completion status.
3.5. SignNow
• API: POST /document/send
• Distribute and collect intake agreements, log audit trail to centralized storage.
3.6. RightSignature
• Endpoint: POST /public/v1/documents
• Enable compliant signature flows with branding and automated follow-ups.
3.7. OneSpan Sign
• API: POST /api/packages
• Orchestrate multi-party signature flows with reminders and completion triggers.
3.8. SignEasy
• Endpoint: /public/v1/signatures/request
• Trigger onboarding packets to multiple email recipients.
3.9. Sertifi
• Endpoint: /api/v2/documents/send
• Automate consent form dispatch with instant upload of signed files to cloud folders.
3.10. Zoho Sign
• API: POST /api/v1/requests
• Configure to request ID proof and health declarations, notify upon completion.
3.11. Signable
• Endpoint: POST /api/templates/send
• Auto-fill client data into templates and send for signature.
3.12. eversign
• API: createDocument/sendDocument
• Automated onboarding documentation with webhook status updates.
3.13. Formstack Sign
• Endpoint: POST /api/v2/transactions
• Pre-fill and dispatch care agreements, link to internal client records.
3.14. Foxit eSign
• API: POST /api/v1/docs/sendForSignature
• Send consent forms via email/SMS, retrieve signed documents automatically.
3.15. Nitro Sign
• API: POST /api/v1/signaturerequests
• Configure for parallel signatures from clients and legal guardians.
3.16. AssureSign
• Endpoint: POST /api/v3/envelopes
• Launch document workflows and monitor completion within care intake dashboards.
3.17. GetAccept
• Endpoint: POST /documents/send
• Enable digital signature with in-document guidance; track real-time status.
3.18. Legalesign
• API: POST /api/v1/send_document
• Automatically route forms to new clients and monitor regulatory compliance.
3.19. Yousign
• Endpoint: POST /procedures/start
• Initiate multi-doc signature routines as part of onboarding pipeline.
3.20. Scrive
• Endpoint: POST /api/v1/drafts/send
• Generate and manage legally binding e-signed documents from client intake.
3.21. Dropbox
• API: /files/upload
• Auto-upload and organize completed documents in secure, permission-controlled folders.
3.22. Google Drive
• API: /files/create
• Store received documents in “Client Onboarding” directories with audit logs.
3.23. Microsoft SharePoint
• API: /sites/{site-id}/drive/items
• Archive signed agreements and ID proofs, assign access to case managers.
Benefits
4.2. Reduces client wait times and improves first impressions.
4.3. Provides tamper-proof, time-stamped digital records for audits and compliance.
4.4. Enables instant access and retrieval of signed documents across organizational units.
4.5. Frees staff from repetitive follow-up, allowing focus on care and engagement.
4.6. Ensures continuous process improvement through seamless integration and analytics.