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Attach completed consent PDFs to patient records and pipeline

Attach completed consent PDFs to patient records and pipeline

Signed envelopes sit in your e-signature tool and aren't linked to intake, causing delays. It saves the signed PDF to shared drive and updates the patient pipeline for same-day billing.

Attach completed consent PDFs to patient records and pipeline

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Overview

Signed consents that remain unlinked slow intake and block billing. This flow captures each completed envelope, stores the signed PDF in shared storage, and updates the patient pipeline so intake and billing coordinators see verified documents the same day.

Attach completed consent PDFs to patient records and pipeline