Getting ACA and Medicare consent forms is faster and easier using NextAgency's e-signature tool. You set-up a consent form workflow. Your prospect receives a personalized email, digitally signs the form, and it's securely returned to you and stored in the File tab of the prospect's case record. The process is fast and hassle-free.
This article provides a step-by-step guide on configuring the workflow.
To start, go to Settings (top right or in the blue navigation pane) > Automations > Workflows, then click Add Workflow.
Details tab: Enter a workflow name and an optional description. Only you and your team see this.
Trigger tab: Select the following:
-Workflow type: Case Specific.
-Trigger When: Consent Form Required.
-Form Type: Either ACA - Consent to Contact or Medicare - Scope of Appointment/Permission to Contact.
Actions Tab: Click on 'Add Action' and select 'Add E-Signature Form Email'.
For your convenience, the email body is pre-filled, including the e-signature link. Of course, you can edit this email. Click 'Save' to continue
Finally, click 'Save and Activate' to enable the workflow.
To trigger the workflow, navigate to the case record summary page and select the Edit icon.
Click the 'Consent Form' and choose either option from the dropdown-
i. ACA- Consent to Contact- Required (Consent to Contact) or
ii. Medicare- Scope of Appointment/Permission to Contact- Required (Scope of Appointment/PTC).
Then, in the 'Send Form' dropdown field, select 'E-Sign Form.'
The email will be sent to the address listed in the Contacts tab. Please ensure that a valid email address is entered in the user’s profile. You can also view a copy of the signed documents on the 'Files' tab of the case record.
Please note: The following information will be pre-filled from your agency’s portal. Once the user signs, the Date and Signature fields will be visible and automatically saved under the Files tab in the case record, where they can also be downloaded.
If you have any questions or need assistance, please contact our support team.