Automated Intake and Consent Form Signing:

When a client is added or books an appointment in Practice Better, Dropbox Sign sends required forms (e.g., consent, HIPAA authorization, or intake forms) for electronic signature. Completed and signed forms are automatically saved and linked to the client’s profile in Practice Better. Streamlines the onboarding process, ensures timely completion of required documentation, and maintains compliance with healthcare regulations.

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Treatment Plan Approvals and Documentation:

After a practitioner creates a treatment plan in Practice Better, the document is sent to the client through Dropbox Sign for approval. Once signed, the plan is synced with Practice Better and stored in the client's profile for easy reference. Facilitates quick approvals, ensures proper documentation, and supports seamless care delivery.

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Financial Agreements and Payment Authorization Automation:

When clients enroll in services that require payment plans or recurring billing, Practice Better triggers Dropbox Sign to send financial agreements for signature. Signed agreements are saved in Practice Better, ensuring they are available for billing and compliance audits. Simplifies financial workflows, improves transparency, and ensures agreements are documented properly to prevent payment disputes.