Electronic Signature in Subflow
Last updated 21 days ago
The Electronic Signature feature lets clinical staff send formal documents to patients for digital signature through the Subflow platform. Consent forms, intake agreements, and other documents that require a patient's signature can be sent, tracked, and stored without printing or manual handling.
How it works
Electronic Signature has two sections: Document Templates and Manage Documents.
Document Templates is where you create and store the reusable document formats your organization uses. For example, a consent form for a specific procedure can be saved as a template. A template defines the document content and where the patient's signature is required. Once a template is set up, you can send it to any patient without rebuilding the document each time.
Manage Documents is where you track the documents you have sent. You can see which documents are waiting for a patient's signature, which have been completed, and access the signed copies on record.
The document signing flow
The steps below show how a document moves from your team to a signed record in Subflow.
A staff member selects a document template and sends it to a patient.
The patient receives a link (typically by SMS) and opens the document in their browser.
The patient reviews the document and signs it digitally. No app or account is required.
The signed document is stored in Subflow and appears in Manage Documents with a completed status.
Related articles
Now that you understand how the Electronic Signature works in Subflow, check these related articles to get started.
Create a document template: Set up a reusable document format with signature fields that you can send to any patient.
Manage Courses: Learn how to edit course settings, publish or unpublish a course, and share the course link with patients or staff.
Upload and Manage Files: Add videos and documents to the Media Library so they are ready to attach when building course lessons.