Automated Patient Consent Collection:

When a patient record is created or updated in OpenPractice, DocuSign automatically sends the necessary consent forms to the patient for electronic signature. Once signed, the forms are automatically stored in the patient’s digital file within OpenPractice. This automation ensures compliance with legal requirements, reduces paperwork, and enhances patient experience by streamlining the consent process.

​

Appointment Confirmation and Digital Agreements:

When an appointment is scheduled in OpenPractice, DocuSign triggers the sending of appointment confirmation details and any required pre-appointment documents to the patient. Patients can review and sign documents digitally before the appointment. This automation improves the appointment preparation process, reduces no-show rates, and ensures all necessary documents are completed ahead of time.

​

Streamlined Billing and Payment Authorization:

After a service is provided and documented in OpenPractice, DocuSign automatically sends out billing statements and payment authorization forms to patients. Patients can review their bills and authorize payments electronically, with all signed documents stored back in OpenPractice. This integration simplifies the billing process, accelerates payment collection, and enhances financial workflow efficiency.