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Schedule the appointment and the consent sends itself
The problem it solves
Forms that are tied to a scheduled appointment or a standard clinical trigger still have to be assigned by hand, every time. That's staff hours spent sending paperwork instead of working with patients.
What's included
- Appointment data can trigger a form assignment on its own. Schedule the procedure, and the matching form goes out — no one has to remember to send it.
- It starts with the patient signature and grows from there. The first release covers forms that only need the patient to sign; a following release extends the same automation to forms needing the full set of signers — doctor, staff, and patient.
- Forms can be part of a bundle that assigns itself. Group a welcome packet or a set of treatment consents together, and the whole bundle triggers as one when the appointment or event calls for it.
Want help setting this up?
The help center walks through it step by step. Your Customer Success Manager can do it with you.