Automated Intake and Consent Form Collection:

When a new client is added or books an appointment in Practice Better, DocuSign automatically sends required forms (e.g., intake, consent, or HIPAA authorization) for electronic signature. Completed forms are synced back to the client’s profile in Practice Better for easy access and future reference. Streamlines onboarding, ensures compliance, and eliminates manual paperwork, improving the client experience.

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Treatment Plan Approvals and Documentation:

After creating a treatment plan in Practice Better, it is sent to the client through DocuSign for review and electronic approval. Once signed, the document is automatically attached to the client’s record in Practice Better. Ensures timely approvals and proper documentation, maintaining compliance and continuity in care.

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Financial Agreements and Payment Authorizations:

Practice Better triggers DocuSign to send financial agreements, payment plans, or recurring payment authorizations to clients. Signed documents are saved in Practice Better, streamlining billing and ensuring financial transparency. Improves financial workflows, ensures all agreements are properly documented, and reduces payment-related disputes.