Collect & File Signed Consent Forms
Every few minutes, WebRun checks DocuSign for newly completed consent envelopes, verifies each signature is present and the correct form was used, files the signed document to the matching patient record in the EHR, and posts a confirmation to Slack.
How can I automatically collect and file signed patient consent forms?
Every few minutes, WebRun checks DocuSign for newly completed consent envelopes, verifies each signature is present and the correct form was used, files the signed document to the matching patient record in the EHR, and posts a confirmation to Slack — so no signed form sits unfiled.
- Every completed consent form filed to the patient record within minutes
- Signature verification completed automatically on each envelope
- No signed document left sitting in DocuSign unfiled
Built for medical practices · dental clinics · allied health providers · clinic administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order — in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
apps.docusign.comin a real browser with your saved login — no setup, no API keys. -
1
DocuSign — detect completed consent envelopes
docusign.com
WebRun opens DocuSign to detect completed consent envelopes. - Open DocuSign and filter the envelope list to Completed status since the last check
- For each completed envelope, confirm all required signature fields are present
- Download the signed PDF
Done when Every newly completed consent envelope is verified and downloaded.
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2
EHR — file signed document to patient record
- Search the EHR for the matching patient by name and date of birth from the envelope metadata
- Upload the signed PDF to the patient's Documents section with the label Consent — [Form Name] — [Date]
- Confirm the file appears in the record before closing
Done when The signed consent is attached to the correct patient record in the EHR.
-
3
Slack — confirm filing to staff
slack.com
WebRun opens Slack to confirm filing to staff. - Post a confirmation to the admin Slack channel: patient name, form name, and the time filed
- Flag any envelope where the patient could not be matched so staff can file manually
Done when Staff have a confirmation or an exception to handle for every completed envelope.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
What if the patient name in DocuSign doesn't exactly match the EHR?
WebRun flags the mismatch in Slack as an exception so staff can match and file the document manually — it never guesses on a patient match.
Does it handle multiple consent forms per patient?
Yes. Each completed envelope is filed as a separate document with a dated label, so the patient's record shows the full consent history.
Will it overwrite an existing consent document?
No. It uploads the new file alongside any existing documents — it does not replace or delete anything already in the record.
Related templates
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