Automated Intake and Consent Form Collection:

When a new client is added or books an appointment in Practice Better, Adobe Sign sends required intake, consent, and HIPAA forms for e-signature. Once signed, the forms are automatically synced with the client’s profile in Practice Better. Speeds up onboarding, ensures compliance, and reduces manual paperwork, improving the client experience.

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Treatment Plan Approval and Documentation:

After creating a treatment plan in Practice Better, Adobe Sign sends the plan to the client for electronic approval.Upon signing, the plan is attached to the client’s profile,  ensuring it’s easily accessible for future reference. Streamlines the approval process, ensures proper documentation, and maintains compliance with healthcare standards.

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Financial Agreements and Payment Authorizations:

When clients agree to recurring services or payment plans, Practice Better triggers Adobe Sign to send financial agreements and payment authorizations for e-signature. Signed agreements are synced back to Practice Better, providing documentation for billing and audits. Simplifies financial workflows, ensures transparency, and reduces disputes by maintaining well-documented financial agreements.