Connect Charm EMR to Adobe Sign and create healthcare automations

Automated Consent and Treatment Agreement Requests:

When a patient schedules an appointment or completes an intake form in Charm Health, Adobe Sign automatically sends required consent forms or treatment agreements for e-signature. Once signed, the documents are securely saved in both Adobe Sign and Charm Health. Reduces manual follow-ups for collecting signatures. Ensures timely completion of required paperwork before appointments. Provides a seamless, paperless experience for patients.

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HIPAA Compliance and Authorization Management:

During patient onboarding or as part of care management, Charm Health triggers Adobe Sign to send HIPAA authorization forms for e-signature. Signed documents are stored in Charm Health, ensuring compliance with regulatory requirements. Automates the collection of HIPAA and other compliance-related forms. Ensures all signed documents are securely stored for audits. Simplifies compliance tracking with organized, real-time documentation.

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Automated Post-Appointment Follow-Ups with Agreements or Care Plans:

After an appointment, Adobe Sign can send follow-up care plans, payment agreements, or additional consent forms for the patient to sign. Once completed, these documents are added to the patient’s record in Charm Health. Streamlines follow-up workflows with automated document requests. Reduces administrative workload by managing forms digitally. Improves care continuity with organized post-visit documentation.