Client Intake & OnboardingPurpose
1.2. Enable consent tracing, minimize manual document errors, and provide instant access to completed consents by authorized care staff.
1.3. Support multiple intake scenarios (in-person, remote, emergency admission), accommodating forms on desktop/mobile and enabling multi-party signatures where needed.
Trigger Conditions
2.2. Status change to “intake in process” or similar within case management workflows.
2.3. Direct request from staff via intake dashboard or form portal.
2.4. Scheduled onboarding events or recurring contract renewal workflows.
Platform Variants
3.1. DocuSign
• API: Envelopes:create; configure templateID for consent forms; prefill recipient details from CRM.
3.2. HelloSign
• Endpoint: /signature_request/send; use template with client name/email; post back signed PDF to EHR.
3.3. Formstack
• Feature: Workflow Builder; automate form send based on CRM webhook; store document via Formstack Docs.
3.4. PandaDoc
• API: /documents/send; select consent template, assign signer role as “Client.”
3.5. Adobe Sign
• REST API: /agreements; automate with agreement creation and recipient mapping from care database.
3.6. Jotform
• Feature: Prefilled Forms; pull client data via API, send consent for digital signature, auto-storage.
3.7. Gravity Forms (WordPress)
• Add-on: Webhooks/Signatures; trigger from user registration, archive PDFs in Google Drive.
3.8. Google Forms
• Script: Apps Script automation; email consent upon form submit, save responses to designated Drive folder.
3.9. Microsoft Forms
• Integration: Power Automate flow; auto-send form link on client creation, sync responses in SharePoint.
3.10. Zoho Sign
• API: /send; configure workflow on new intake record, attach document to client in Zoho CRM.
3.11. Airtable
• Automation: On new record trigger, send form URL, store signed file via Attachments field.
3.12. Salesforce
• Feature: Process Builder/Flow with e-sign integration; trigger consent send & file link in client record.
3.13. Monday.com
• Integration: Automations with e-sign partners; send form link after column status change.
3.14. Slack
• App: Workflow Builder/form integration; DM clients link to hosted consent, push signed forms to channel.
3.15. CareSmartz360
• Feature: Built-in Intake Consent Module; auto-invite via email, retain signed docs per client.
3.16. Smartsheet
• Automation: On row add, send DocuSign/AdobeSign consents, store signed files as row attachments.
3.17. Dropbox Sign (HelloSign API)
• API: /signature_request/send; automate with embedded signing, file to client folder.
3.18. BambooHR
• Workflow: Onboarding process with e-sign integration; configure as consent task for new hire/intake.
3.19. Asana
• App: Add e-signature task automation, notify staff when signed PDF is attached to intake project.
3.20. Box
• Integration: Box Sign or workflow triggers; auto-save completed consents in compliance folder.
3.21. HubSpot
• Workflow: Trigger e-sign form via integrations; manage consent status in contact property.
3.22. Typeform
• Feature: Hidden fields / Logic; request signature, auto-store results to Google Drive.
3.23. OneSpan Sign
• API: /packages; auto-generate consent package, send to new client email from EHR trigger.
3.24. SignNow
• Endpoint: /document/sendinvite; workflow on CRM update, automatically archive upon signature.
Benefits
4.2. All digital consent records are audit-ready and securely archived.
4.3. Improved compliance traceability and multi-party signature support.
4.4. Uniform client experience—remote and in-person—across devices.
4.5. Real-time dashboard updates on consent status for staff visibility.
4.6. Reduced administrative overhead, freeing staff for direct client care.