Patient Consent Form Digitization
Transform your paper forms into intelligent digital documents. We help you convert your existing PDF or
Word files into interactive eSignly templates, complete with required fields, data validation, and
conditional logic to ensure you capture perfect information every time.
- Eliminate illegible handwriting and incomplete forms.
- Ensure 100% data accuracy at the point of collection.
- Update forms instantly across all locations without reprinting.
HIPAA Compliance & BAA Partnership
Our core service is providing a platform that lets you operate without compliance anxiety. This includes
providing a standard Business Associate Agreement (BAA), ensuring all data is encrypted in transit and at
rest, and maintaining a suite of controls that align with HIPAA's security and privacy rules.
- Meet your legal obligations under HIPAA.
- Reduce the risk of costly data breaches and fines.
- Demonstrate a commitment to patient data protection.
EMR/EHR Integration Service
Bridge the gap between patient intake and patient records. Our integration service uses our robust API to
create a seamless data pipeline. Once a patient signs a form, the completed document and its data are
automatically filed in the correct patient record within your EMR/EHR.
- Save hours of manual data entry per week.
- Eliminate transcription errors and improve data integrity.
- Provide clinicians with immediate access to signed consents.
In-Person & Waiting Room Signing
Modernize your waiting room with tablet-based signing. Load any consent form on a tablet for patients to
complete on-site. The signed document is instantly secured in the cloud, eliminating the need for scanning
and shredding paper.
- Create a clean, paperless front desk.
- Improve the modern aesthetic and patient perception of your practice.
- Ensure documents are never lost between the waiting room and the back office.
Remote & Telehealth Consent Workflows
Perfect for telehealth appointments or pre-visit paperwork. Securely send consent forms to patients via
email or SMS to be signed from the comfort of their home, on their own device. This ensures all paperwork
is completed before the appointment even begins.
- Reduce patient time spent in the waiting room.
- Ensure providers have all necessary consents before a telehealth call.
- Improve appointment efficiency and on-time starts.
Custom Template & Workflow Builder
Your practice is unique. Our platform allows you to build custom templates for any use case—from complex
surgical consents to simple privacy policy acknowledgements. Use our drag-and-drop editor to define signer
roles, routing orders, and automated reminders.
- Adapt the platform to your exact operational needs.
- Standardize consent processes across your organization.
- Easily manage a library of forms for different departments or procedures.
Bulk Sending for Policy Updates
Need to send an updated privacy policy or new terms of service to all your patients? Upload a list of
recipients and send a personalized signing request to thousands at once. Track who has signed and send
automated reminders to those who haven't.
- Efficiently manage mass communications and acknowledgements.
- Maintain a clear audit trail of patient consent for new policies.
- Save countless hours compared to manual outreach.
21 CFR Part 11 Compliance Module
For clinical trials and research organizations, our 21 CFR Part 11 module provides the additional
controls required by the FDA. This includes specific signature manifestations, stringent authentication
protocols, and unalterable audit trails.
- Meet the rigorous electronic signature standards for FDA-regulated activities.
- Use a single platform for both clinical and research consent.
- Simplify compliance for your research and development teams.
Patient Data Validation Fields
Ensure the data you collect is accurate from the start. Configure fields to accept only specific formats,
such as a valid date of birth, a properly formatted insurance ID number, or a phone number with the
correct number of digits. The form cannot be submitted until the data is correct.
- Drastically reduce data entry errors and downstream issues.
- Improve the quality of data flowing into your EMR/EHR.
- Reduce claim rejections due to incorrect patient information.
Branded Patient Experience
Maintain a consistent and professional brand presence. Customize the signing experience with your
practice's logo, colors, and messaging. This builds trust and provides a seamless experience for the
patient, reinforcing that they are interacting with your organization.
- Enhance brand recognition and patient trust.
- Provide a more professional look than generic e-signature platforms.
- Customize communications to match your practice's tone.
Automated Archiving & Retention
Set rules to automatically archive or purge documents based on your data retention policies. This ensures
you comply with legal requirements for holding onto patient data while also securely disposing of it when
no longer needed, minimizing your data footprint and risk.
- Automate compliance with data retention laws.
- Reduce long-term storage costs and complexity.
- Minimize risk by securely deleting data past its required lifecycle.
Multi-Language Support for Forms
Serve your diverse patient community effectively. Create and manage consent forms in multiple languages.
The patient can select their preferred language, and you receive a completed form with a clear record of
the language used during signing.
- Improve accessibility and understanding for non-native English speakers.
- Ensure informed consent is truly informed, regardless of language.
- Demonstrate a commitment to equitable care.
API for Custom Healthcare Applications
For healthcare tech startups or large hospital systems with development teams, our full-featured REST API
allows you to embed eSignly's functionality directly into your custom patient portals, mobile apps, or
internal applications, providing a completely white-labeled experience.
- Build custom, compliant workflows without developing e-signature tech from scratch.
- Maintain complete control over the user interface and experience.
- Leverage our robust, compliant backend for your own applications.
Staff Training & Onboarding
We ensure your team is confident from day one. Our service includes comprehensive training for your
administrative staff and providers. We offer live virtual sessions, a library of video tutorials, and
detailed guides to make adoption quick and painless.
- Maximize user adoption and ROI.
- Ensure your team uses the platform to its full potential.
- Reduce the burden on your internal IT or training resources.
Analytics & Reporting Dashboard
Gain insights into your patient intake process. Track key metrics like the average time to sign, which
forms are taking the longest, and the volume of documents processed. Use this data to identify bottlenecks
and further optimize your operations.
- Make data-driven decisions to improve efficiency.
- Monitor staff performance and workload.
- Quantify the impact of your digital transformation initiatives.