Automated Consent and Agreement Form Requests:

When a patient books an appointment or completes an intake form in Charm Health, Dropbox Sign automatically sends any required consent forms, treatment agreements, or authorization forms for e-signature. Once signed, the documents are securely stored in both Charm Health and Dropbox Sign. Reduces manual form distribution and tracking. Ensures all necessary documents are completed on time. Enhances patient experience with seamless digital signing.

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HIPAA Compliance Documentation Automation:

As part of the onboarding process, Charm Health triggers Dropbox Sign to send HIPAA authorization forms to patients for signature. Completed documents are automatically uploaded to Charm Health, ensuring regulatory compliance. Automates the collection of legally required authorizations. Reduces errors and ensures timely completion of compliance forms. Simplifies document storage for audits and compliance tracking.

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Post-Appointment Documentation and Payment Agreements:

After an appointment, Charm Health triggers Dropbox Sign to send follow-up care instructions, treatment plans, or payment agreements for signature. Once completed, these documents are recorded in the patient’s record. Streamlines post-visit workflows with automated document requests. Reduces administrative effort in managing agreements. Ensures all necessary documentation is in place to support patient care and billing.