Automated Consent and Intake Form Collection:

When a patient schedules an appointment in Zenoti, DocuSign automatically sends the necessary intake and consent forms for electronic signature. Once signed, the documents are stored securely in Zenoti, linked to the patient’s profile. Simplifies the onboarding process, ensures compliance with HIPAA, and reduces manual paperwork.

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Treatment Plan Approval and Documentation:

After creating a treatment plan in Zenoti, it is sent to the patient or provider through DocuSign for review and approval. Once signed, the approved plan is automatically attached to the patient’s record in Zenoti for future reference. Ensures timely approvals, reduces delays in care delivery, and maintains accurate records for audit purposes.

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Financial Agreement and Payment Authorization Automation:

Zenoti triggers DocuSign to send financial agreements, such as payment plans or insurance authorizations, for patients to sign electronically. Completed agreements are synced back to Zenoti for easy access and billing purposes. Streamlines financial workflows, ensures transparency with patients, and keeps financial records organized.