Patient Management AutomationsPurpose
1.2. Ensure legal compliance and streamline patient onboarding to reduce paperwork and avoid missed or incomplete consents.
1.3. Provide a traceable record of patient authorization for procedures and treatments, with audit history for risk management.
1.4. Facilitate remote, pre-visit consent via email/SMS links, with automated reminders to increase form completion rates.
Trigger Conditions
2.2. Appointment booked that requires consent; trigger on specific appointment types (e.g., new patient, procedure).
2.3. Update to patient’s treatment plan necessitating renewed consent.
2.4. Manually initiated via patient portal or by staff request.
Platform Variants
3.1. DocuSign
• API: eSignature REST API / Envelopes: Create and Send Envelope
• Configure recipient as patient email, attach templated consent form, enable SMS/email authentication.
3.2. Adobe Acrobat Sign
• API: POST /agreements
• Send prebuilt consent PDF; enable digital verification with automated reminders for signature.
3.3. HelloSign
• Endpoint: /signature_request/send_with_template
• Use patient details to populate template, trigger webhook on signing complete.
3.4. PandaDoc
• API: POST /documents/send
• Auto-fill patient data, enable audit log, and attach signed PDF to patient record via webhook.
3.5. SignNow
• REST API: /document/send
• Embed signing link in email or SMS, track status, and export signed copy to storage.
3.6. RightSignature
• API Method: /public/v1/documents
• Map patient fields, activate notification on complete for staff alert.
3.7. JotForm
• API: /form/{formID}/submissions
• Conditional logic to send form on appointment booking; export signed PDF webhook.
3.8. Formstack Sign
• API Endpoint: /signature-request
• Prefill with CRM data, schedule resend on no-response within 24 hours.
3.9. Zoho Sign
• API: /requests
• Integrate with clinic calendar; auto-assign documents by appointment trigger.
3.10. OneSpan Sign
• API: POST /api/packages
• Set up authentication via SMS passcode, log event upon completed signature.
3.11. SignEasy
• API: /v1/signRequests
• Activate in patient's preferred language, push signed consent to cloud storage.
3.12. Signable
• API: POST /templates/send
• Form auto-generation with patient variables; webhook to EHR on complete.
3.13. Google Forms + App Script
• Use Google Apps Script to generate form links, auto-email on trigger, save response PDF to Drive.
3.14. Microsoft Forms + Power Automate
• Trigger flow on submission, convert to PDF, store in OneDrive with timestamp.
3.15. AirSlate
• API: /document/send
• Attach legal consent package, monitor signing progress via workflow.
3.16. Concord
• API: POST /contracts
• Generate clinic-specific consent template, archive completed files to secure workspace.
3.17. eversign
• API: /document/send
• Use patient metadata, store signed documents encrypted in eversign vault.
3.18. Sertifi
• API: POST /api/v1/documents
• Notify staff on incomplete signatures, bulk-send for group appointments.
3.19. Dropbox Sign (formerly HelloSign for Dropbox)
• API: /signature_request/send
• Store final PDF in patient’s Dropbox folder, automate folder creation.
3.20. Foxit eSign
• API: POST /api/v1/envelopes
• Customize branding on consent forms, log all signing events for compliance.
Benefits
4.2. Prevent missed consents and reduce appointment delays.
4.3. Create audit trail for compliance and risk mitigation.
4.4. Accelerate patient onboarding and reduce administrative burden.
4.5. Ensure legal documentation is stored safely and retrievable on demand.