Automated Consent and Agreement Forms:

When a patient submits an intake form via IntakeQ, an agreement or consent form is automatically generated and sent for e-signature through DocuSign. Once signed, the completed document is stored in both IntakeQ and DocuSign for easy access. Reduces delays in obtaining signed consent forms. Ensures compliance with healthcare regulations. Saves time by automating document generation and tracking.

​

Patient Registration and HIPAA Compliance Management:

As part of the intake process, IntakeQ triggers DocuSign to send required forms, such as HIPAA authorizations, to patients for electronic signature. Signed documents are instantly recorded in IntakeQ, ensuring legal compliance. Ensures patients complete required forms before appointments. Simplifies compliance by maintaining signed agreements in one place. Automates document collection, reducing administrative overhead.

​

Follow-Up Documentation and E-Signature Requests:

After specific patient interactions (e.g., telehealth sessions or treatment updates), follow-up documents are automatically sent via DocuSign for additional signatures, such as treatment consents or payment plans. Streamlines post-care workflows with automated document requests. Reduces missed signatures by tracking outstanding forms. Improves patient engagement with seamless e-signature processes.