Automated Document Workflows: 

Integrating BestNotes with DocuSign automates the process of sending intake forms and consent documents to patients. As soon as a new patient is added to BestNotes, the system automatically triggers the sending of necessary documents via DocuSign, ensuring all required forms are completed and signed before the patient’s appointment. This reduces administrative delays and streamlines patient onboarding. Additionally, once a treatment plan is created in BestNotes, it can be automatically sent to the patient for review and signature through DocuSign, ensuring that all treatment agreements are documented and signed in a timely manner, facilitating compliance and enhancing patient understanding.

​

Seamless Data Synchronization: 

When documents are signed in DocuSign, the integration provides real-time updates to the corresponding records in BestNotes. This ensures that healthcare providers have the most current information at their fingertips, improving decision-making and reducing the risk of errors due to outdated information.