Automated Consent and Agreement Requests:

When a patient schedules an appointment or completes an intake form in Charm Health, a consent or agreement form is automatically sent through DocuSign for e-signature. Signed documents are securely stored in both Charm Health and DocuSign. Ensures compliance with legal and regulatory requirements. Reduces administrative workload by automating form delivery. Improves patient experience with a seamless, digital signing process.

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HIPAA Authorization and Compliance Management:

Charm Health triggers DocuSign to send HIPAA authorization forms to patients for e-signature during onboarding or at the start of care. Signed documents are recorded in Charm Health to ensure regulatory compliance. Automates the collection of mandatory authorization forms. Maintains compliance by storing signed agreements securely. Saves time by minimizing paperwork and manual tracking.

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Post-Appointment Documentation and Billing Agreements:

After an appointment, DocuSign sends any required follow-up documents or billing agreements (e.g., treatment plans, payment plans) to the patient for signature. Once completed, the documents sync back to the patient's record in Charm Health. Streamlines post-care workflows with automated document requests. Reduces the chance of missed signatures or follow-ups. Keeps patient records organized with all necessary documentation in place.