Connect Practice EHR to Docusign and create healthcare automations

Automated Task Creation for Patient Consent Management:

When a patient completes a session in Practice EHR and requires new consent forms, DocuSign automatically sends out the necessary documents for electronic signature. Once signed, Practice EHR updates the patient's records with the completed forms. This automation ensures that all necessary consents are obtained without delay, maintaining compliance and improving the patient experience.

​

Streamlined Document Workflow for Treatment Plans:

When a treatment plan is finalized in Practice EHR, DocuSign automatically generates and sends the plan to the patient for acknowledgment and signature. Upon completion, the signed document is stored back in Practice EHR under the patient's profile. This seamless workflow reduces administrative burden, ensures patients are informed about their treatment, and maintains an up-to-date digital record.

​

Efficient Insurance Verification and Authorization:

When new patient information is entered into Practice EHR, DocuSign triggers the generation of insurance verification documents. These documents are sent to the appropriate insurer for review and signature. Once verified, the authorization status is updated in Practice EHR. This automation accelerates the insurance verification process, reducing waiting times for patients and streamlining administrative tasks for staff.