Project managers ensure client consents are signed before treatment
Project managers ensure client consents are signed before treatment
Project managers lose unsigned client consents, creating compliance risk and blocking clinician intake. Trigger consent and signature requests so clinicians receive signed agreements and intake proceeds.
Overview
Unsigned consents create compliance exposure and stall clinician intake. This workflow ensures every new client receives and returns mandatory consent and signature requests, transforming onboarding so clinicians get signed agreements and legal risk is reduced.
Notable Features
- Send consent requests immediately
- Create signed agreement records
- Notify clinicians on completion