Patient Intake & OnboardingPurpose
1.2. Automate reminders and follow-ups with patients and clinicians for missing or incomplete consent to minimize delays and risk.
1.3. Integrate validated forms with EHR/EMR and reporting systems, enabling rapid onboarding and regulatory reporting.
1.4. Support omni-channel consent collection (email, SMS, web portal, in-person kiosk) and audit logs.
Trigger Conditions
2.2. Manual staff request for updated or missing consent.
2.3. Pre-intake scheduling of appointments requiring prior consent.
2.4. Patient arrives at facility and checks in at front desk or kiosk.
2.5. Data sync from referring provider with flagged gaps in documentation.
Platform Variants
3.1. DocuSign
• Feature/Setting: eSignature Envelope API; configure template for consent, auto-send to patient on new intake event.
3.2. Adobe Acrobat Sign
• Feature/Setting: Agreement API; pre-set workflow with healthcare consent templates, auto-reminders enabled.
3.3. HelloSign (Dropbox Sign)
• Feature/Setting: Signature Request API; trigger from intake form submission, return signed PDF to EMR.
3.4. PandaDoc
• Feature/Setting: Document Automation API; auto-fill with patient data, send to email/SMS via contact info.
3.5. Jotform
• Feature/Setting: HIPAA-compliant E-sign widget, webhook on form submit to post to case management.
3.6. Formstack
• Feature/Setting: Secure Forms + eSign + API integration; set auto-validation on required fields.
3.7. Typeform
• Feature/Setting: Logic Jumps for eligibility, webhook to initiate e-sign via integrated tool.
3.8. Google Forms + Google Apps Script
• Feature/Setting: Custom script to trigger signature or push to DocuSign/HelloSign on form entry.
3.9. Microsoft Power Automate
• Feature/Setting: Template to monitor new records in Dynamics 365; route for e-sign and store in SharePoint.
3.10. Salesforce Health Cloud
• Feature/Setting: Process Builder to trigger eConsent required event, use AppExchange e-signature plug-ins.
3.11. Twilio SMS
• Feature/Setting: Programmable Messaging API to send consent links, reply triggers status updates on form signed.
3.12. SendGrid
• Feature/Setting: Automated email workflow sending e-sign request; webhook on completion.
3.13. AWS Lambda + Simple Email Service (SES)
• Feature/Setting: On patient creation, Lambda triggers SES email with secure consent link.
3.14. Zoho Sign
• Feature/Setting: API to auto-send template when patient onboarded in Zoho CRM or Creator.
3.15. Dropbox
• Feature/Setting: File Requests API, auto-organize completed consents by patient ID.
3.16. Box
• Feature/Setting: Box Relay workflow to move, store, and version patient consent forms securely.
3.17. Airtable
• Feature/Setting: Script Block to check missing consents, email/SMS reminders dispatched via API.
3.18. Notion
• Feature/Setting: Linked database/sync API with automated task creation for unsigned/expired consents.
3.19. HubSpot
• Feature/Setting: Workflow automation for contact onboarding; webhook to 3rd-party e-sign services.
3.20. Slack
• Feature/Setting: Workflow Builder with custom app; notify care team channels if pending consents.
3.21. Okta
• Feature/Setting: User access restricted pending consent validation using Workflow Connector.
3.22. Epic EHR
• Feature/Setting: FHIR API integration for consent status push and form uploads.
3.23. Cerner
• Feature/Setting: Integration with eConsent module to track and update form status in patient chart.
3.24. Zendesk
• Feature/Setting: Trigger on new support ticket about onboarding; update ticket on consent capture.
3.25. ActiveCampaign
• Feature/Setting: Automation to track consent status, auto-nurture incomplete intakes to completion.
Benefits
4.2. Reduces human admin errors and missing documentation.
4.3. Strengthens audit trail and regulatory readiness.
4.4. Improves patient experience via multi-channel, paperless workflows.
4.5. Enables faster clinical care delivery and reporting.