Doc-signature routing for consent and compliance forms

Purpose

1.1. Secure, automate, and track transmission of consent and compliance forms for abortion procedures.
1.2. Ensure legal documentation is sent, signed, returned, and archived with audit trails for medical, state, and clinic compliance.
1.3. Minimize manual follow-ups and errors; maintain confidentiality and timely processing of patient records.
1.4. Integrate consent workflows into EMR, appointment scheduling, and patient communication channels for seamless experience.

Trigger Conditions

2.1. Patient scheduled for abortion consultation/procedure.
2.2. New patient intake in EMR or practice management software.
2.3. File upload or doc creation in cloud drive/folder (e.g., “Consent Forms”).
2.4. Webform completion by clinic staff (internal submission).
2.5. Status update in case management CRM to "awaiting signature."
2.6. Patient/invitee email entered for digital doc routing.

Platform Variants

3.1. DocuSign
- Feature/Setting: Automated envelope creation via API; use “Create Envelope” to send forms to patient email.
- Sample: POST /v2.1/accounts/{accountId}/envelopes

3.2. Adobe Acrobat Sign
- Feature/Setting: Workflow rule triggers API “agreements.send”; attach template, feed recipient from EMR.
- Sample: POST /agreements

3.3. PandaDoc
- Feature/Setting: Template send-out with prefilled tokens/API “Create Document.”
- Sample: POST /public/v1/documents

3.4. SignNow
- Feature/Setting: Template API; “Invite to Sign” with role-based routing.
- Sample: POST /document/{documentId}/invite

3.5. HelloSign
- Feature/Setting: “send_signature_request” API with signer fields pre-populated.
- Sample: POST /v3/signature_request/send

3.6. Formstack Sign
- Feature/Setting: API for “Send Document” from custom workflow trigger.
- Sample: POST /api/v2/documents/send

3.7. RightSignature
- Feature/Setting: REST API for sending docs; “Create Document with Request.”
- Sample: POST /public/v1/documents

3.8. OneSpan Sign
- Feature/Setting: REST “package creation” with REST API for consent packets.
- Sample: POST /api/packages

3.9. SignEasy
- Feature/Setting: Direct API “sendDocumentForSignature” call from intake trigger.
- Sample: POST /v1/docs/send

3.10. Zoho Sign
- Feature/Setting: API “send” from EMR; map patient email/fields.
- Sample: POST /api/v1/requests

3.11. Conga Sign
- Feature/Setting: Trigger “Envelope Send” API via event in EMR/practice management software.
- Sample: POST /v1/envelope/send

3.12. Sertifi
- Feature/Setting: “SendDocumentForESignature” API via intake submission web hook.
- Sample: POST /ESign/API/SendDocumentForESignature

3.13. eversign
- Feature/Setting: “create_document” and “send_for_signature” endpoint post-intake.
- Sample: POST /api/document

3.14. Dropbox Sign (previously HelloSign business)
- Feature/Setting: “signature_request/send” for EMR-based patient routing.
- Sample: POST /v3/signature_request/send

3.15. airSlate
- Feature/Setting: “Send Slate” via API; auto-fill from patient intake form.
- Sample: POST /api/v1/slates/send

3.16. JotForm Sign
- Feature/Setting: API “send” with dynamic patient data/invite.
- Sample: POST /sign-document/{formId}/invite

3.17. Foxit eSign
- Feature/Setting: “sendDocument” API; tie to EMR webhook.
- Sample: POST /api/v1/sendDocument

3.18. Zoho Creator (custom workflows)
- Feature/Setting: Logic “Deluge Script” to push consent payload to signature API.
- Sample: zoho.sign.send using Deluge

3.19. Salesforce (w/ Salesforce eSign, DocuSign, or Conga)
- Feature/Setting: Workflow “Process Builder” to send consent via connector API.
- Sample: Apex class with DocuSignEnvelope.sendEnvelope

3.20. Microsoft Power Automate (with Adobe/DocuSign/OneSpan connectors)
- Feature/Setting: Flow triggers on SharePoint/new record, routes to e-signature app via connector.
- Sample: Use “Create and Send Envelope” action in Power Automate

3.21. Google Workspace (Apps Script + e-signature API)
- Feature/Setting: Script watches Drive/Sheet, triggers REST API-“send document.”
- Sample: UrlFetchApp.fetch(…) call to signature API

Benefits

4.1. Reduces bottlenecks in care delivery and documentation approval.
4.2. Ensures audit compliance and proper retention of legal documents.
4.3. Increases completion rates for required forms pre-procedure.
4.4. Minimizes clerical error and repetitive manual communications.
4.5. Integrates with existing patient flows, improving experience and privacy.
4.6. Supports configurable escalation for unsigned or delayed consents.
4.7. Centralizes document tracking, signature status, and archival for staff review.