Client Onboarding & IntakePurpose
1.2. Reduce manual paperwork by securing e-signatures, collecting client demographics, capturing insurance details, and storing consents in compliance-ready formats.
1.3. Ensure each client, caregiver, or authorized representative is guided through requisite legal, medical, and confidentiality forms before session commencement.
1.4. Save practitioner time, accelerate intake, and maintain a complete audit trail for insurance, legal, and quality assurance.
Trigger Conditions
2.2. Online referral submitted via website or partner portal.
2.3. Scheduled intake appointment confirmed.
2.4. Incomplete documentation detected in current client profile.
Platform Variants
3.1. DocuSign
• Feature: eSignature API
• Setting: Configure Envelope Creation on client onboarding; map document templates to intake fields.
3.2. Adobe Acrobat Sign
• Feature: REST API “Agreements”
• Setting: Auto-generate agreement from ABA intake template on new client record.
3.3. Jotform
• Feature: Webhook Integration
• Setting: Trigger sending and collection of onboarding forms via prefilled links.
3.4. HelloSign
• Feature: Multiple Signer Workflow
• Setting: Define roles for client/guardian in signature request.
3.5. PandaDoc
• Feature: Document Automation API
• Setting: Auto-fill and distribute Behavior Intervention Plan consents upon new case.
3.6. Formstack
• Feature: Forms API Submission
• Setting: Prefill consent forms based on CRM capture; webhook on submit.
3.7. Cognito Forms
• Feature: Redirect/Notification Webhooks
• Setting: Notify admin and client on successful digital consent.
3.8. SignNow
• Feature: Embedded Signing
• Setting: Integrate embedded consent document signing in secure client portal.
3.9. Google Forms
• Feature: Add-ons—Form Publisher
• Setting: Auto-generate and email consent PDF on form completion.
3.10. Microsoft Forms
• Feature: Power Automate Connector
• Setting: Forward completed intake data to practice document repository.
3.11. Zoho Sign
• Feature: Automated Sign Requests
• Setting: Trigger sign workflow from Zoho CRM new client entries.
3.12. Dropbox Sign (ex-HelloSign)
• Feature: Signature Request API
• Setting: Automate repetitive consent sending tasks from Dropbox-triggered events.
3.13. Typeform
• Feature: Webhooks
• Setting: Instant notification to admin on consent completion; archive responses.
3.14. Salesforce
• Feature: Flow Builder
• Setting: On opportunity stage change, send digital consent package.
3.15. HubSpot
• Feature: Workflows + E-Signature App Integration
• Setting: Trigger signature requests upon new contact intake.
3.16. Airtable
• Feature: Automations
• Setting: On a record status change, initiate document collection sequence.
3.17. Carepatron
• Feature: Intake Form Automation
• Setting: Broadcast secure consent link post-appointment scheduling.
3.18. iCIMS
• Feature: Offer Letter Automation
• Setting: On candidate-to-client conversion, trigger consent/authorization docs.
3.19. Monday.com
• Feature: Integration Recipes
• Setting: Send digital consent forms and track status per onboarding item.
3.20. Asana
• Feature: Third-party form integration (e.g., via Zapier)
• Setting: Create task on consent received and log timestamp in project.
Benefits
4.2. Ensures audit compliance and up-to-date legal protections.
4.3. Centralizes recordkeeping for quick incident review or insurance verification.
4.4. Improves client experience with mobile/remote access and instant updates.
4.5. Facilitates multi-party consent for clients requiring guardian approval.
4.6. Enables automated reminders and progress tracking for incomplete submissions.
4.7. Reduces errors linked to manual data entry and document misplacement.