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emailautomatedformstosign
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We would like to send, depending on the type of appointment, one or more of:

  • Patient Registration
  • Medical History
  • Consent to Treat
  • HIPAA Notice of Privacy Practices
  • Financial Responsibility Agreement
  • Insurance Information Form

The idea would be that someone confirming an appointment would then receive an email asking them to sign the relevant documents?

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Ray Carnes (ray)
Best Answer

Yes.

First, upload each of the Documents needing to be signed as Sign Templates.

The SHARE button gives you a URL that is used to sign a copy.

Create an Email Template for each Appointment Type that contains the link(s) of the Documents needing to be signed.

Create an Automation Rule for each Appointment Type that sends one of the Templates. 

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