Electronic signature collection for forms and documents

Purpose

1.1. Streamline and automate the collection of electronic signatures on medical documents, forms, and patient consents for general practitioners.
1.2. Ensure fully automated compliance with healthcare regulations (e.g., HIPAA).
1.3. Eliminate manual paperwork and automate archiving of signed forms in electronic health record (EHR) systems.
1.4. Automator enables patient, provider, or third-party automated signature workflows, reducing admin effort.
1.5. Enhance patient experience by automating remote, mobile, or in-office signature collection.

Trigger Conditions

2.1. New patient registration submitted online or in reception.
2.2. Consultation notes/follow-up documentation ready for signature.
2.3. Prescriptions/referrals requiring provider or patient authorize/consent.
2.4. Compliance review detects unsigned mandatory forms.
2.5. Recurrent document signature request on document update or periodic review.

Platform Variants

3.1. DocuSign
• Feature/Setting: Automated sendEnvelope API for dispatching signature requests; configure callback URL for completed document automation.
3.2. Adobe Acrobat Sign
• Feature/Setting: Use POST /agreements API to automate sending documents; enable webhook for signed events.
3.3. HelloSign (Dropbox Sign)
• Feature/Setting: signature_request/send API for automated signature workflow; event callback for automation on completion.
3.4. SignNow
• Feature/Setting: Create Document Group API; automate invite signers API trigger.
3.5. PandaDoc
• Feature/Setting: Document Send API for automated requests; automate webhooks for document completed.
3.6. SignEasy
• Feature/Setting: Automatable Send Document for Signature REST API; event webhook for automation.
3.7. RightSignature
• Feature/Setting: API signature requests endpoint; enable webhook for signed automation.
3.8. OneSpan Sign
• Feature/Setting: REST API Package creation; setup automated package complete callback.
3.9. Zoho Sign
• Feature/Setting: Automated Send Document API; webhooks for automation on completed documents.
3.10. SignRequest
• Feature/Setting: API signature request; configure callback for process automation.
3.11. Signable
• Feature/Setting: Automated Send Envelope API; webhook for automating completed sign flow.
3.12. eversign
• Feature/Setting: Document Send API; set webhook for automating post-signature events.
3.13. Sertifi
• Feature/Setting: API eSignature Request endpoint; callback job for automated post-signature automation.
3.14. RSign
• Feature/Setting: API Send For Signature; configure returned event automation.
3.15. Formstack Sign
• Feature/Setting: API Generate and Send Signature Request; webhook for automator event consumption.
3.16. KeepSolid Sign
• Feature/Setting: Automated document signing API; automation via signed confirmation webhook.
3.17. E-SignLive
• Feature/Setting: Automated package creation API; webhook for automatable signing events.
3.18. DigiSigner
• Feature/Setting: Send Document for Signing API; on-sign automation via callback URL.
3.19. Sertifi
• Feature/Setting: InitiateDocument API; automating status check webhooks.
3.20. ZorroSign
• Feature/Setting: Send for Signature API; implement post-sign automated callback.

Benefits

4.1. Automates signature collection, saving staff time and reducing errors.
4.2. Enables fully automated compliance and auditable signature trails for regulatory requirements.
4.3. Accelerates patient onboarding and consent with mobile-friendly, automated processes.
4.4. Supports secure, automated archiving of signed documents in EMR/EHR systems.
4.5. Automator allows tracking, reminders, and escalation—entirely automated—ensuring signatures are always completed timely.
4.6. Reduces manual handling, lost paperwork, and administrative stress through automation.