Digital consent form collection and storage

Purpose

1. Automate digital consent form distribution, collection, and secure storage for cardiovascular and thoracic surgical patients.

2. Standardize consent recordkeeping while automating notifications, reminders, and archival.

3. Ensure compliance, data protection, and fast retrieval of patient consents for medical and legal purposes.

4. Eliminate manual entry by integrating form data into EHR and office systems through secured APIs and automatable processes.

Trigger Conditions

1. Patient scheduled for cardiovascular or thoracic surgery in hospital or clinic management system triggers automation.

2. Physician or admin initiates consent request from patient dashboard.

3. Patient entry via mobile pre-check-in triggers automated consent form notification.

4. Expiry or renewal date for existing consent detected in clinical workflow system.

Platform Variants

1. DocuSign

• Feature/Setting: Automated envelope creation via API; send consent forms to patient emails/mobile; webhook triggers on completion.
  

2. Adobe Sign

• Feature/Setting: REST API automates template-based form allocation and tracks completion statuses in real-time.
  

3. Jotform

• Feature/Setting: Automate consent form sharing using pre-built templates and webhook notification for submissions.
  

4. Formstack

• Feature/Setting: Use automated form builder, create storage rules, and connect submission to workflow automations via webhook.
  

5. Google Forms + Google Apps Script

• Feature/Setting: Form submission automation, script-triggered email notifications, and auto-storage in Google Drive.
  

6. PandaDoc

• Feature/Setting: API-driven document automation; embed forms in patient portal; auto-archive signed documents.
  

7. HelloSign

• Feature/Setting: Automated document request via API, reminders, and webhook on completed consent.
  

8. Microsoft Power Automate

• Feature/Setting: Automate sending digital forms; flows auto-save entries into SharePoint or Azure files.
  

9. Typeform

• Feature/Setting: Automated form distribution; webhook use for notification and storing submissions in cloud folders.
  

10. Amazon S3 (AWS SDK, S3 API)

• Feature/Setting: Automate storage of completed digital consents; S3 events trigger further workflows.
  

11. Dropbox API

• Feature/Setting: Automatically upload signed forms from integration pipes; webhook for document addition.
  

12. OneDrive Graph API

• Feature/Setting: Automate consent archiving in dedicated folders; scripted folder management.
  

13. Twilio SendGrid

• Feature/Setting: Automated consent form email delivery; event webhooks for bounces or successful delivery.
  

14. Twilio SMS

• Feature/Setting: API automates SMS notifications with secure form links; message status callback triggers reminders.
  

15. Mailgun

• Feature/Setting: Automate transactional email for consent forms with click tracking webhook.
  

16. Salesforce Health Cloud

• Feature/Setting: Automate consent capture to patient records via Flow Builder and REST API integration.
  

17. Box API

• Feature/Setting: Automated storage and tagging of digital consents; webhook for file update events.
  

18. HubSpot

• Feature/Setting: Automate email sequences for pre-op consent capture; workflow actions update deal/ticket stages.
  

19. AirSlate

• Feature/Setting: Automated form routing and e-signature workflow; bots for document storage.
  

20. Smartsheet

• Feature/Setting: Automated sheet update on consent completion; webhook or API triggers for downstream tasks.
  

21. Zapier

• Feature/Setting: Multi-app automated workflows; consent form completion triggers storage or notification events.
  

22. Monday.com

• Feature/Setting: Automate project board updates as consents are received via webhook/API.
  

23. Epic EHR API

• Feature/Setting: Automated import of signed digital consents into patient chart using Smart on FHIR API.
  

24. Slack

• Feature/Setting: Automated notification to care teams about pending or completed consents via bot/webhook.
  

Benefits

1. Automatedly reduces paperwork and manual tracking, saving admin time.

2. Accelerates collection and validation of patient consents using automation.

3. Enables automated compliance through time-stamped records and access logs.

4. Automates reminders and escalations for missing forms.

5. Provides real-time automator status updates for patient tracking.

6. Ensures automatable seamless integration with EHR and storage systems.

7. Automates audit trails and retrieval for legal verification.

8. Enhances patient experience by automating digital-first interactions and notifications.