Automated Patient Consent Management:

When a treatment plan is created or modified in OpenDental, DocuSign automatically sends consent forms to patients for signature. Upon completion, signed documents are stored back in the patient's record in OpenDental. This automation ensures compliance and streamlines the consent process, reducing administrative workload and improving patient experience.

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Seamless Insurance Claim Processing:

When a patient's treatment is completed and ready for insurance submission in OpenDental, DocuSign facilitates the electronic signing of necessary claim forms. Once signed, these documents are automatically sent to the billing department for processing. This automation accelerates claim submission, reduces errors, and enhances cash flow management.

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Streamlined New Patient Onboarding:

When a new patient is added to OpenDental, DocuSign sends out a packet of required forms (e.g., medical history, insurance information) for the patient to complete and sign digitally. Completed forms are then automatically updated in OpenDental's database. This automation improves the efficiency of the onboarding process, reduces paperwork, and enhances the patient experience by allowing remote form completion.