Digital signature request and archiving

Purpose

1.1. Automate collection of digital signatures on ABA therapy documentation, consent forms, treatment plans, session logs, and progress reports.
1.2. Streamline archiving of signed documents in secure repositories integrated with EHR or practice management platforms.
1.3. Reduce administrative workload, enable rapid compliance with regulations, enhance document integrity, and speed up onboarding or parental authorizations.
1.4. Ensure audit trails, reduce risk of lost paperwork, and enable therapists to focus on client treatment rather than manual paperwork management.

Trigger Conditions

2.1. New therapy plan or session note finalized for signature.
2.2. Initial patient or parent onboarding requiring consent.
2.3. Expiring document due for annual renewal or audit.
2.4. Completion of key therapy milestones that mandate caregiver or supervisor approval.
2.5. Request initiated from an EHR management dashboard or patient portal.

Platform Variants

3.1. DocuSign
• Feature/Setting: Use Envelopes API – sendDocumentForSignature; webhook – envelopeCompleted; configure template for automatic recipient population.
3.2. Adobe Sign
• Feature/Setting: REST API – transientDocument endpoint; Send for Signature action; callback notifications (webhooks) to track signature completion.
3.3. HelloSign by Dropbox
• Feature/Setting: Endpoint – signature_request/send; event callback – signature_request_signed; document templates with field prefill.
3.4. PandaDoc
• Feature/Setting: API – createDocument; sendDocument for signature; webhook – document.completed for archiving trigger.
3.5. SignNow
• Feature/Setting: API – document.create; invite-to-sign; webhook – eventCompleted to signal storage action.
3.6. SignEasy
• Feature/Setting: API – Create Signature Request; callback – Signature Completed; assign participants programmatically.
3.7. ZorroSign
• Feature/Setting: API – document/sendEnvelope; Event Listener for envelopeSigned status; blockchain-based document audit log.
3.8. RightSignature
• Feature/Setting: API – sendDocumentForSignature; webhook – signed; embed custom fields per ABA workflow.
3.9. OneSpan Sign
• Feature/Setting: REST API – package/send; webhook – completed; custom template mapping for therapy forms.
3.10. eversign
• Feature/Setting: REST API – send_document; event_notification_url for completion event; dynamic recipient configuration.
3.11. Zoho Sign
• Feature/Setting: API – send_document; webhook – document_signed; map custom attributes to recipient for ABA context.
3.12. Formstack Sign
• Feature/Setting: API – document.send; webhook trigger – signed; archival via cloud integrations.
3.13. Sertifi
• Feature/Setting: API – sendAgreement; event – agreementCompletedForAllSigners; automatic folder routing.
3.14. SignRequest
• Feature/Setting: API – send_v3_signature_request; webhook – signature_request_done; metadata tagging for compliance.
3.15. Concord
• Feature/Setting: API – createDocument; sendForSignature; webhook – documentSigned for drive archiving.
3.16. KeepSolid Sign
• Feature/Setting: API – sendDocument; event listener for Signed status; template assignment for therapy documentation.
3.17. AssureSign
• Feature/Setting: API – POST /Envelopes; webhook – envelopeCompleted; logic based on custom signer roles.
3.18. Signaturit
• Feature/Setting: API – sendSignatureRequest; webhook – signature_completed; document routing automation.
3.19. Legalesign
• Feature/Setting: API – send_doc; webhook – doc_signed; unique identification for ABA patient files.
3.20. Foxit eSign
• Feature/Setting: API – sendDocumentForSignature; event subscription for DocumentSigned; archive on-box or cloud.
3.21. ShareFile eSign
• Feature/Setting: API – Documents/send; webhook on document_signed; SFTP or direct cloud sync for storage.
3.22. Kofax SignDoc
• Feature/Setting: REST API – signDocument; Event Management callback for archiving trigger.
3.23. Microsoft Power Automate (integrates with e-sign tools)
• Feature/Setting: Flow – HTTP action with e-sign API; subsequent archiving to SharePoint or OneDrive on signature event.
3.24. Google Workspace Add-ons (Google Apps Script)
• Feature/Setting: Script – call e-sign APIs; DriveApp for archiving on success callback.
3.25. Salesforce (Document Automation)
• Feature/Setting: Process Builder – E-signature Action; flow trigger – after signature status; document auto-linking to patient record.

Benefits

4.1. Eliminates manual follow-up for signatures, reducing administrative hours.
4.2. Ensures real-time compliance updates and instant audit trail generation.
4.3. Improves patient experience with faster onboarding and reduced paperwork delays.
4.4. Secures electronic storage and organized categorization for therapy-specific documentation.
4.5. Scales efficiently with growing ABA therapy practices while reducing error rates.