Purpose
1.2. Automates consent form dispatch, e-signature collection, secure storage, reminders, and compliance reporting for pharmacies and healthcare professionals.
1.3. Supports real-time status updates, reduces manual documentation errors, expedites patient processing, and standardized consent handling across distributed pharmacy locations.
Trigger Conditions
2.2. Receipt of prescription from physician initiates automated consent form workflow.
2.3. Patient record update or prescription refill automates fresh consent request if required by policy.
2.4. Regulatory audit schedule triggers automation of compliance reporting.
2.5. Patient-initiated request through pharmacy portal automates consent form resend.
Platform Variants
• Feature/Setting: eSignature REST API, Envelope Creation — automates sending pre-filled consent forms for electronic signature.
3.2. Adobe Sign
• Feature/Setting: REST API, Send Agreement — automates digital agreement creation and routing for signatures.
3.3. PandaDoc
• Feature/Setting: Documents API, Send Document — automates dispatch of templated consent forms and signature capture.
3.4. HelloSign
• Feature/Setting: Signature Request API — automates collecting electronic patient consent.
3.5. JotForm
• Feature/Setting: Webhook Integration — automates sending forms upon patient data entry.
3.6. Google Forms
• Feature/Setting: Forms API, Automator Triggers — automates form distribution and response collection.
3.7. Microsoft Forms
• Feature/Setting: Graph API, Automated Workflow — automates dispatch and reminder of compliance forms.
3.8. Typeform
• Feature/Setting: Webhooks API — automates user-initiated consent form submissions.
3.9. Formstack
• Feature/Setting: Form Submission Automation — automates routing completed consent forms for archival.
3.10. Zoho Forms
• Feature/Setting: Application API, Automated Triggers — automates consent form reminders.
3.11. Twilio SMS
• Feature/Setting: Messaging API — automates SMS notifications with form link.
3.12. SendGrid
• Feature/Setting: Transactional Emails API — automates consent communication dispatch.
3.13. Mailgun
• Feature/Setting: Email Routing Automation — automates consent form distribution via email.
3.14. Airtable
• Feature/Setting: Automations, API — automates storage and dashboarding of consent status.
3.15. Salesforce Health Cloud
• Feature/Setting: Health Cloud API — automates updating patient consent status in EMR.
3.16. HubSpot
• Feature/Setting: Workflow Automator, API — automates consent collection tracking and follow-up.
3.17. Freshdesk
• Feature/Setting: Ticket Workflow Automation — automates alerts for unreturned consent forms.
3.18. Slack
• Feature/Setting: Incoming Webhooks — automates internal notification for pending consents.
3.19. OneDrive
• Feature/Setting: File Upload API — automates secure storage of signed consent PDFs.
3.20. Dropbox
• Feature/Setting: File Request API — automates archival and sharing of signed consents.
3.21. Trello
• Feature/Setting: Card Automation — automates task tracking for compliance follow-up.
3.22. Zapier
• Feature/Setting: Zap Automation — automates integrations between pharmacy software and form platforms.
3.23. Asana
• Feature/Setting: Task Automator — automates compliance team work assignments for missing consents.
3.24. Google Drive
• Feature/Setting: File Automation, API — automates storing and indexing of patient consent forms.
Benefits
4.2. Automates reduction of administrative workload and manual entry errors.
4.3. Automates increased consent completion rates via automated reminders and multi-channel outreach.
4.4. Automates faster patient onboarding, reducing queue and processing time.
4.5. Automates consistent, standardized consent handling and document retention.
4.6. Automates real-time visibility into consent status for compliance teams.