Automated Client Consent Form Collection:

When a new client is added to Cliniko, Dropbox Sign automatically sends a pre-filled consent form for the client to sign electronically. Once signed, the completed form is saved back to Cliniko and Dropbox Sign, ensuring that all necessary documentation is collected efficiently and stored securely. This streamlines the onboarding process, enhances compliance, and reduces administrative workload.

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Streamlined Treatment Plan Approvals:

When a treatment plan is developed in Cliniko, Dropbox Sign sends it to the client or guardian for review and signature. Upon signing, the approved treatment plan is automatically updated in Cliniko and stored in Dropbox Sign. This ensures that all treatment plans are approved and documented promptly, facilitating seamless communication between practitioners and clients.

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Efficient Insurance Claim Processing:

When billing information is entered into Cliniko, Dropbox Sign generates and sends insurance claim forms for signature. Once signed, the completed claims are automatically submitted to insurers and stored in both Cliniko and Dropbox Sign. This automation speeds up the claims process, reduces errors, and improves cash flow by ensuring timely submission of necessary documents.