Digital intake and consent form collection

Purpose

1. Automate digital intake and consent form collection for patients, ensuring secure, efficient, touchless onboarding at HIV testing centers.

2. Streamline paperwork by automating form distribution, completion, consent capture, and data transfer to EHR/EMR.

3. Facilitate automating patient records creation, update, tracking consents, and compliance documentation.

4. Minimize manual entry, automate audit trails, and ensure up-to-date records for all testing services clients.

Trigger Conditions

1. Patient schedules HIV testing (online/phone/kiosk/walk-in).

2. Reception buffers or event triggers from EHR/appointment system.

3. Automated reminder workflow pre-visit.

4. Staff request for patient documentation review via automated portal.

Platform Variants

1. DocuSign

• Feature/Setting: Automate form send with embedded signing via DocuSign API, configure template ID, recipient email, auto-reminder.
  

2. Jotform

• Feature/Setting: Automate prefilled intake/consent form dispatch, configure webhook for submission notifications.
  

3. Google Forms

• Feature/Setting: Automate form prepopulation and sharing via Google Forms API; auto-notify staff/integrate to Sheets.
  

4. Typeform

• Feature/Setting: Automate personalized form delivery with Typeform Responses API, auto-sync submissions with CRM/EHR.
  

5. Microsoft Forms

• Feature/Setting: Configure automated intake distribution via Graph API, automate data piping to SharePoint/Outlook.
  

6. Adobe Sign

• Feature/Setting: Automate digital consent request with Adobe Sign API, enable real-time status tracking.
  

7. PandaDoc

• Feature/Setting: Automate e-signature requests for consents via PandaDoc API, map patient fields for CRM update.
  

8. Cognito Forms

• Feature/Setting: Automate form invite generation with Cognito Forms API, submission webhook for instant EHR update.
  

9. Formstack

• Feature/Setting: Automate consent/information collection, auto-push data to Formstack Documents via API.
  

10. Gravity Forms

• Feature/Setting: Automate patient intake via Gravity Forms Webhooks Add-On, auto-sync with EMR.
  

11. HelloSign

• Feature/Setting: Automate consent e-sign workflow using HelloSign API, enable signature requests, automated reminders.
  

12. Zoho Forms

• Feature/Setting: Automate intake form routing, configure Zoho Flow for instant data push to Zoho CRM/EMR.
  

13. Airtable

• Feature/Setting: Automate new record creation upon form submission with Airtable Automations and webhook.
  

14. Salesforce Experience Cloud

• Feature/Setting: Automate digital packet sharing via Web-to-Lead/form integration, auto-assign records.
  

15. Wufoo

• Feature/Setting: Automate form dispatch and submission alerts with Wufoo API; automate entries into central database.
  

16. Slack

• Feature/Setting: Automate patient form notifications to staff channels via Slack API webhook.
  

17. Twilio SMS

• Feature/Setting: Automate SMS form link sharing using Twilio SMS API, trigger on appointment creation.
  

18. HubSpot Forms

• Feature/Setting: Automate contact creation/form request via HubSpot Forms API, automate workflows for status update.
  

19. OneSpan Sign

• Feature/Setting: Automate digital consent distribution using OneSpan Sign API, configure workflows for compliance logging.
  

20. Google Sheets

• Feature/Setting: Automate intake/consent data logging via Google Sheets API, schedule sync to EHR.
  

Benefits

1. Automated processes minimize manual paperwork and reduce check-in times.

2. Automating compliance ensures up-to-date legal documentation for every patient.

3. Automates integration with EMR/EHR, reducing errors and speeding up availability of records.

4. Automated audit trails for consent/authorization streamline legal defensibility.

5. Automates reminders, ensuring higher completion rates and operational efficiency.

6. Reduces staff workload with reliable, automatable digital flows.

7. Promotes better data accuracy through automated data entry and validation.

8. Accelerates patient intake, offering better satisfaction by automating entire onboarding.

9. Enables automated multi-channel touchpoints (SMS/email/portal) for consent capture.

10. Scales easily with patient volume via automatable, repeatable workflows for healthcare testing providers.