Automated Consent and Intake Form Signing:

When a patient books an appointment in Zenoti, Dropbox Sign automatically sends required consent or intake forms for signature. Once the patient completes the forms, they are securely stored in Zenoti and linked to their profile. Speeds up the onboarding process, ensures compliance, and eliminates manual paperwork.

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Treatment Plan and Authorization Approval:

After a treatment plan is created in Zenoti, it is sent via Dropbox Sign to the patient or provider for digital approval. Signed documents are automatically synced with the patient’s record in Zenoti. Ensures timely approvals, reduces delays in care, and provides accurate documentation for audit or legal purposes.

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Financial Agreement and Insurance Authorization Automation:

Zenoti triggers Dropbox Sign to send payment plans, financial agreements, or insurance authorizations for electronic signature. Once signed, these documents are attached to the patient’s Zenoti profile and accessible for billing or audits. Simplifies financial workflows, ensures transparency with patients, and keeps billing processes organized and compliant.