Purpose
1.2 Capture and serialize all patient consent events for audits, legal requirements, and real-time compliance oversight.
1.3 Prevent data loss and ensure availability across multidisciplinary teams without manual intervention.
Trigger Conditions
2.2 Consent submitted via an integrated e-signature platform during telehealth or in-person sessions.
2.3 Staff submits a record to an electronic health record (EHR) or document management system.
2.4 Digital signature device detects successful patient authorization.
2.5 Document upload or form completion event detected by workflow platform.
Platform Variants
• Feature/Setting: Connect webhook for ‘Envelope Signed’ event; configure API to fetch completed documents.
3.2 Adobe Sign
• Feature/Setting: Use REST API POST /agreements/{agreementId}/signingEvents to log signed forms.
3.3 HelloSign
• Feature/Setting: Enable callback for ‘signature_request_signed’ event and map to CRM/EHR API.
3.4 Jotform
• Feature/Setting: Webhook on submission enabled; integrate with HTTP POST to compliance endpoint.
3.5 PandaDoc
• Feature/Setting: Use ‘Document Completed’ webhook and push signed PDF to secure repository API.
3.6 Microsoft Power Automate
• Feature/Setting: ‘When a new response is submitted’ trigger for Forms; add SharePoint Create Item or Teams notification flow.
3.7 Zapier
• Feature/Setting: Set up trigger for form completion and automate file upload to EHR/CRM.
3.8 Salesforce Health Cloud
• Feature/Setting: Use REST API to create Consent objects on consent events from connected forms.
3.9 Epic EHR
• Feature/Setting: Open Epic App Orchard API to transmit document metadata on event reception.
3.10 Cerner Millennium
• Feature/Setting: FHIR API DocumentReference endpoint; POST new documents for each consent.
3.11 Google Drive
• Feature/Setting: ‘Files: create’ permission via API after webhook trigger; set folder, meta-data.
3.12 Box
• Feature/Setting: Box API Events or Upload endpoint; trigger ‘consent-logged’ workflow.
3.13 AWS S3
• Feature/Setting: S3 PutObject API on document event; enable server-side encryption.
3.14 Dropbox
• Feature/Setting: Dropbox API /files/upload used when consent form is received.
3.15 Slack
• Feature/Setting: Slack API chat.postMessage when consent filed; notify compliance team channel.
3.16 Google Sheets
• Feature/Setting: Sheets API append row with time, patient ID, document hash post-signature.
3.17 ServiceNow
• Feature/Setting: Use REST Table API to insert a consent record on digital form submission.
3.18 MongoDB Atlas
• Feature/Setting: Connect to Data API; insert JSON doc for each new signed consent.
3.19 Twilio
• Feature/Setting: SMS API to notify staff after log event; optional if human review required.
3.20 SendGrid
• Feature/Setting: Email API to alert legal/compliance teams with signed consent attachment or link.
3.21 HubSpot
• Feature/Setting: Use Engagements API to create a logged activity when consent submitted.
Benefits
4.2 Rapid response to audits and regulatory reviews.
4.3 Reduced manual workload and data entry errors.
4.4 Cross-platform integration with EHR, CRM, cloud storage, and notification systems.
4.5 Increased privacy by enforcing digital traceability and restricted access.
4.6 Seamless workflows for clinicians and administrative staff in addiction recovery programs.
4.7 Supports contingency planning and remote audits.