Digital signature and consent collection

Purpose

1.1. Collect legally binding patient digital signatures and consent forms seamlessly during allergy & immunology practice onboarding.
1.2. Eliminate paperwork, reduce manual errors, improve medical record compliance, and expedite new patient intake.
1.3. Integrate with scheduling, EMR/EHR, and notification systems to trigger signature requests based on patient status.
1.4. Store completed forms securely, map signed documents to patient profiles, and enable instant retrieval for audits or clinical use.

Trigger Conditions

2.1. New patient registers via online portal or form.
2.2. Appointment scheduled or rescheduled for new consultation.
2.3. Patient details updated or medical record flagged for incomplete consents.
2.4. Automated reminder before appointment if signatures are missing.
2.5. Consent or disclosure policy is updated, requiring re-signature by existing patients.

Platform Variants

3.1. DocuSign
• API: eSignature REST API – envelopes.create; auto-send patient consent packets.
3.2. Adobe Acrobat Sign
• API: TransientDocument, Agreements API – dispatch consent requests with custom fields.
3.3. HelloSign
• Endpoint: /signature_request/send – prefill allergy consent templates and collect e-signature.
3.4. SignNow
• API: POST /document/send – automate dispatch and collection workflows per patient intake.
3.5. PandaDoc
• API: POST /documents/send – automate patient-specific consent flows with status tracking.
3.6. SignRequest
• Endpoint: /api/v1/signature_request – email consent forms, receive signed PDFs.
3.7. RightSignature
• API: Send Document – trigger consent packet issuance on new registration.
3.8. Zoho Sign
• API: sendDocument – incorporate patient name, date, appointment details into forms.
3.9. eversign
• Endpoint: /document/send – configure allergy/anaphylaxis alerts as part of consent data.
3.10. OneSpan Sign
• API: POST /packages – deliver healthcare consent packets for digital signature.
3.11. Formstack Sign
• API: send_document – auto-fill patient info, dispatch via secure email.
3.12. Adobe PDF Services
• API: /agreements – convert intake PDFs to fillable eSignable forms dynamically.
3.13. SignEasy
• API: /signature_request/send – assign patient documents, capture signature status events.
3.14. Sertifi
• API: /api/Documents – request medical signatures and monitor full compliance.
3.15. Authentisign
• API: Submit Signing Request – batch schedule requests for daily new onboarding.
3.16. Notarize
• API: Create Transaction – use for e-notarized consents during high-risk treatments.
3.17. Kofax SignDoc
• API: sendEnvelope – automate consent distribution for repeat allergy screenings.
3.18. Dropbox Sign (formerly HelloSign)
• Endpoint: /signature_request/create_embedded – get in-app consents for telehealth onboarding.
3.19. Foxit eSign
• API: /documents/send – trigger workflow on appointment creation event.
3.20. Signeasy
• API: POST /signature_requests – link intake submissions to customized consent templates.

Benefits

4.1. Cuts staff time spent on manual consent tracking and form preparation.
4.2. Ensures compliance with healthcare digital signature and HIPAA requirements.
4.3. Provides audit-ready digital trails of consent for legal and insurance purposes.
4.4. Reduces patient wait-times and onboarding delays.
4.5. Integrates seamlessly with other patient onboarding and scheduling automations.