Healthcare teams
Consent and disclosure workflows that satisfy HIPAA, generate defensible audit trails, and keep PHI away from every surface it should not touch.
Profile and BAA available
Configured per tenant
PHI deletion gate
Two-staff confirmation required
Audit trail
Hash-chained event log
PHI in notification content
Links only, no document data in email/SMS
Healthcare use cases EndorsedSign covers today
Every workflow below is available now. HIPAA profile and BAA are enabled at the tenant level by your account administrator.
Patient consent forms
Capture informed consent for procedures, treatments, and research participation with a traceable signature and retention schedule tied to each envelope.
Intake and registration
Digitise paper intake packets. Patients complete forms from any device before arrival. Staff receive completed documents before the appointment.
Release of information (ROI)
Authorisation requests are sent, signed, and tracked through a compliant workflow. The signed ROI and audit trail are stored in one retrievable envelope.
Clinical trial consent
Multi-party envelopes support IRB-required multi-signer flows. Each version of the consent is a separate template. Audit captures every signing event.
Staff policy attestation
Annual HIPAA training acknowledgements and policy updates go out as bulk sends. Per-staff completion is tracked and archived by retention policy.
BAA with vendors
Business Associate Agreements are sent and countersigned through the same workflow. No separate tool required for your own vendor compliance.
How a compliant consent workflow runs
- 1
Prepare consent template
Upload the consent form, place signature, initials, and date fields. Attach disclosure consent text that appears to signers before they begin.
- 2
Send to patient
Envelope is dispatched via email, SMS, or a pre-checked-in kiosk session. Patients sign with a one-time passcode — no app or account required.
- 3
Countersign if required
Clinical staff or a witness countersigns in the same envelope. Role order enforces proper sequence — patient must sign before staff counter-signs.
- 4
Retain with retention policy
Completed envelope, certificate of completion, and audit trail are stored under the HIPAA retention schedule you configured at tenant level.
How EndorsedSign changes the consent workflow
| Task | Paper / email today | With EndorsedSign |
|---|---|---|
| Capture patient signature | Print, sign, scan — 15–30 min per patient | Link sent to patient, signed in under 5 min from any device |
| Verify signer identity | Staff checks ID manually, no record | One-time passcode + audit event tied to signer email or phone |
| Store consent record | Scanned PDF in shared drive or EHR upload | Hash-sealed document + audit trail in tenant-scoped storage |
| PHI in notification | Document attached to email — PHI in transit | Link only in notification body — no document content in email/SMS |
| Two-person PHI deletion | Manual log entry, inconsistent audit | Product enforces two-staff confirmation before any PHI deletion |
| ROI audit on demand | Search shared drive or EHR — slow | Envelope search by patient, date, or form type in admin dashboard |
HIPAA profile and BAA must be enabled by your account administrator. EndorsedSign is a business associate, not a covered entity.
HIPAA and compliance questions
HIPAA consent workflow — live in the admin workspace
Healthcare tenants see consents, authorizations, and patient activity in the same workspace as every other vertical.
Start with the HIPAA profile in your sandbox
Start a trial and ask us to enable the HIPAA profile in your tenant. We will walk you through the BAA process on the same call.