Automated Consent and Intake Form Management:

When a patient schedules an appointment in Zenoti, Adobe Sign sends necessary intake forms, consent agreements, or medical history documents for e-signature. Once signed, the documents are automatically saved in Zenoti and linked to the patient’s profile. Accelerates the onboarding process, reduces paperwork, and ensures compliance with HIPAA and other healthcare regulations.

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Treatment Plans and Authorization Workflow:

After creating a treatment plan in Zenoti, the document is sent via Adobe Sign to the patient or a healthcare provider for approval and signature. Once the plan is signed, it is automatically uploaded to the patient’s record in Zenoti for future reference. Improves care coordination, ensures timely approvals, and maintains an accurate record of patient consent and treatment plans.

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Financial Agreement and Billing Authorization Automation:

Zenoti triggers Adobe Sign to send financial agreements, insurance forms, or payment authorizations for patient e-signature. Completed documents sync back to Zenoti, streamlining billing and payment processes. Reduces administrative workload, ensures transparency in financial dealings, and keeps records well-organized for audits or reconciliation.