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DOCUSIGN CONFIDENTIAL
No More Clipboards:
eSignature for Patient Onboarding
6/5/13
©2007 DocuSign, Inc. Confidential.
Agenda
§  Introduction to DocuSign
§  DocuSign for Patients Overview
§  Customer Perspective: GreenField Health
More than 37M users growing to 60M
More than 63,000 users a day
Up to 5M pages a day
More than 65,000 customers
189 countries
DocuSign Network Taking Off
Global Standard: Achieving Market Leadership
#1
eSignature
Takes Off
#1
eSignature
Wave
#6
Out of
5,900
“50 Next Big Things”
DocuSign Community Growing Rapidly
LEADING
SECURITY
RICHEST PARTNER
ECOSYSTEM
WORLD CLASS
CUSTOMER
PROGRAMS
GLOBAL STANDARD
Leading
Security
Richest Partner
Ecosystem
World Class
Customer Programs
Easiest to
Use Product
Most Powerful
Platform
Why Customers Choose DocuSign
Healthcare Highlights
DOCUSIGN CONFIDENTIAL 7
Sample Successes
• Saved $18 per
document in scanning
and archiving costs for
consent forms
• Cut 9 days off
credentialing process
• Improve patient
satisfaction
Sample Customers
Health plans
member enrollment
& provider
agreements
Sample Use Cases
Patient intake
forms
Credentialing
forms
DocuSign Use Cases in Healthcare & Life Sciences
DOCUSIGN CONFIDENTIAL 8
Life Sciences
Commercial
Life Sciences
Clinical
Life Sciences
Medical Affairs
Hospitals
Technology
Providers to
Healthcare
•  Business Associates
Agreement Process &
Renewal
•  Sales Contracts
•  NDAs
Health Plans
Medical
Staffing Firms
Home
Healthcare
Assisted
Living
Facilities
Practices -
Providers
•  Patient Care Plans
•  Employee Onboarding
•  Physician Approval Forms
•  Needs Assessment
Forms for Publications
•  Author Agreements
•  Conflict of Interest
Agreements
•  Financial Disclosures
•  Patient History
•  New Patient
Onboarding
•  HIPAA Forms
•  Sampling (in-person/
remote)
•  KOL Contracts
•  Event Compliance
•  NDAs
•  Drug Study
Participation
•  Physician/Contracts
•  Research Consents
•  Investigator
Statement
•  Vendor Agreements
•  HR/Onboarding
•  Credentialing
•  Billing and Approvals
•  Provider Agreements
•  Member Enrollments
•  Procurement/Vendor
Agreements
•  HR Onboarding
Paperwork
•  Credentialing
•  NDAs
•  Time Sheets
•  Form 485 Physician
Referral
•  Face to Face Forms
•  Clinician Visit Reports
•  Certificates of Medical
Necessity
eSignature for Healthcare:

DocuSign for Patients#
Confidential# 7/3/13 # Slide 10#
About Kryptiq#
• 2002 -
Company
Founded#
• Secure
Messaging!
• Secure
Messaging
in the EMR!
• Patien
t Portal! • Online
Patient
Payments!
• Disease
Management ! • Secure
Messaging
in the HIE!
• IHE
Standards
Compliance!
• ePrescribing !
• Automated
Clinical
Messaging!
• Messaging
Integration
Toolkits!
• Patient
Payments
Services!
• DIRECT
Standards
Compliance!
• Provider
Directory !
• Pharmacy
Immunization
Notifications!
• State
Immunization
Reporting! • Network
Routing!
• Clinical
Interoperability!
• Patient
Engagement!
• Care
Management !
• 2004#
• 2006#
• 2008#
• 2010#
• 2012#
• 2015#
Confidential# 7/3/13 # Slide 11#
Tools for Clinical Care Collaboration#
	
  
	
  	
  	
  Clinical	
  
Interoperability	
  	
  	
  
Care	
  
Management	
  
	
  	
  	
  	
  	
  Pa4ent	
  
Engagement	
  
Confidential# 7/3/13 # Slide 12#
The Problem#
Confidential# 7/3/13 # Slide 13#
Where the paper appears #
1
2
3
Pre-visit Information #
HIPAA Consent & Records Release #
Procedure Consent / Point-of-Care#
Confidential# 7/3/13 # Slide 14#
Our Solution#
Features	
  
• Pre-­‐visit	
  &	
  in-­‐office	
  workflows	
  
• Easy	
  custom	
  form	
  crea4on	
  
• Process	
  Automa4on	
  
• Structured	
  data	
  integra4on	
  
• PM	
  and	
  EHR	
  rou4ng	
  
• Pediatric	
  and	
  caretaker	
  signing	
  
• Built	
  on	
  the	
  DocuSign	
  plaIorm	
  
Confidential# 7/3/13 # Slide 15#
Anytime, Anywhere#
The Practice Perspective##
Confidential# 7/3/13 # Slide 17#Confidential# 7/3/13 # Slide 17#
Who we are#
» Innovative and efficient patient-centered
primary care practice in Portland, OR#
» Founded in 2001#
» 13 clinicians – 11 physicians, 1 PA, 1 FNP#
» 2 locations #
Confidential# 7/3/13 # Slide 18#Confidential# 7/3/13 # Slide 18#
The Major Problem #
» Incongruity between clinical and administrative
processes#
» Customer dissatisfaction with onerous
onboarding process#
» Internal inefficiency processing paperwork#
›  Data re-entry #
›  Printing, then digitizing again#
›  Indexing#
Confidential# 7/3/13 # Slide 19#Confidential# 7/3/13 # Slide 19#
Our Goals and Needs #
» Customer satisfaction#
›  Respect their time, offer flexibility & simplicity #
» Internal efficiency#
›  No data re-entry#
›  No printing/scanning/indexing #
» Chart pre-load prior to appointment#
» Medical records #
›  Requested and received prior to appointment#
Confidential# 7/3/13 # Slide 20#Confidential# 7/3/13 # Slide 20#
Solution Evolution #
Paperwork	
  at	
  
.me	
  of	
  service	
  
Mail	
  or	
  fax	
   Email	
  
»  Early arrival#
»  Flow interruption#
»  Information unavailable #
»  Legibility of handwriting#
»  No chart#
»  Time-consuming#
»  Expensive#
»  Flow interruption#
»  Legibility#
»  No/incomplete chart#
»  Lots of printing paper#
»  Many of the same
problems!#
1 2 3
Confidential# 7/3/13 # Slide 21#Confidential# 7/3/13 # Slide 21#
Pa.ent	
  Portal	
  
Adobe	
  
eSignature	
  
Other	
  
eSignature	
  
Solu.ons…	
  
»  Unable to sign#
»  Customer confusion#
»  Internal inefficiency#
»  Not all customers were
able to use it#
»  Required data re-entry#
»  Too complex#
»  Required data re-entry#
4 5 6
Solution Evolution #
Confidential# 7/3/13 # Slide 22#Confidential# 7/3/13 # Slide 22#
DocuSign: Mission Accomplished! #
» Customer satisfaction#
›  All age groups#
›  Simple, flexible (anytime, anywhere, any device)#
» Internal efficiency #
›  Saves on need for data re-entry#
›  Data is legible and more complete with required fields#
›  Eliminates printing, scanning and indexing#
›  Charts are pre-loaded for greater clinical interaction#
Confidential# 7/3/13 # Slide 23#Confidential# 7/3/13 # Slide 23#
DocuSign Metrics#
»  Collect 99% of
required information
before visit#
»  Reduce time to load
from 8 hours to < 30
minutes!
»  Data is 100% legible #
Confidential# 7/3/13 # Slide 24#Confidential# 7/3/13 # Slide 24#
Customer Feedback #
“I really liked being able to fill it out online. The
document signing function was awesome. It looked like
I would have signed it myself.”#
Fara	
  G.	
  
“The form filling went like a breeze...so simple...”#
“The whole process of joining was great!” ##
!
“Convenient, simple, nothing to complain about. I liked
the process very much.”#
Geri	
  S.	
  
Kim	
  C.	
  
Don	
  H.	
  
Q&A



Thank You!

!
DOCUSIGN	
  CONFIDENTIAL	
   25	
  
Please	
  visit	
  kryp4q.com	
  or	
  docusign.com	
  
	
  
Call	
  1.877.720.2040	
  

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No More Clipboards: eSignature for Patient Onboarding

  • 1. DOCUSIGN CONFIDENTIAL No More Clipboards: eSignature for Patient Onboarding 6/5/13
  • 2. ©2007 DocuSign, Inc. Confidential. Agenda §  Introduction to DocuSign §  DocuSign for Patients Overview §  Customer Perspective: GreenField Health
  • 3. More than 37M users growing to 60M More than 63,000 users a day Up to 5M pages a day More than 65,000 customers 189 countries DocuSign Network Taking Off
  • 4. Global Standard: Achieving Market Leadership #1 eSignature Takes Off #1 eSignature Wave #6 Out of 5,900 “50 Next Big Things”
  • 6. LEADING SECURITY RICHEST PARTNER ECOSYSTEM WORLD CLASS CUSTOMER PROGRAMS GLOBAL STANDARD Leading Security Richest Partner Ecosystem World Class Customer Programs Easiest to Use Product Most Powerful Platform Why Customers Choose DocuSign
  • 7. Healthcare Highlights DOCUSIGN CONFIDENTIAL 7 Sample Successes • Saved $18 per document in scanning and archiving costs for consent forms • Cut 9 days off credentialing process • Improve patient satisfaction Sample Customers Health plans member enrollment & provider agreements Sample Use Cases Patient intake forms Credentialing forms
  • 8. DocuSign Use Cases in Healthcare & Life Sciences DOCUSIGN CONFIDENTIAL 8 Life Sciences Commercial Life Sciences Clinical Life Sciences Medical Affairs Hospitals Technology Providers to Healthcare •  Business Associates Agreement Process & Renewal •  Sales Contracts •  NDAs Health Plans Medical Staffing Firms Home Healthcare Assisted Living Facilities Practices - Providers •  Patient Care Plans •  Employee Onboarding •  Physician Approval Forms •  Needs Assessment Forms for Publications •  Author Agreements •  Conflict of Interest Agreements •  Financial Disclosures •  Patient History •  New Patient Onboarding •  HIPAA Forms •  Sampling (in-person/ remote) •  KOL Contracts •  Event Compliance •  NDAs •  Drug Study Participation •  Physician/Contracts •  Research Consents •  Investigator Statement •  Vendor Agreements •  HR/Onboarding •  Credentialing •  Billing and Approvals •  Provider Agreements •  Member Enrollments •  Procurement/Vendor Agreements •  HR Onboarding Paperwork •  Credentialing •  NDAs •  Time Sheets •  Form 485 Physician Referral •  Face to Face Forms •  Clinician Visit Reports •  Certificates of Medical Necessity
  • 10. Confidential# 7/3/13 # Slide 10# About Kryptiq# • 2002 - Company Founded# • Secure Messaging! • Secure Messaging in the EMR! • Patien t Portal! • Online Patient Payments! • Disease Management ! • Secure Messaging in the HIE! • IHE Standards Compliance! • ePrescribing ! • Automated Clinical Messaging! • Messaging Integration Toolkits! • Patient Payments Services! • DIRECT Standards Compliance! • Provider Directory ! • Pharmacy Immunization Notifications! • State Immunization Reporting! • Network Routing! • Clinical Interoperability! • Patient Engagement! • Care Management ! • 2004# • 2006# • 2008# • 2010# • 2012# • 2015#
  • 11. Confidential# 7/3/13 # Slide 11# Tools for Clinical Care Collaboration#        Clinical   Interoperability       Care   Management            Pa4ent   Engagement  
  • 12. Confidential# 7/3/13 # Slide 12# The Problem#
  • 13. Confidential# 7/3/13 # Slide 13# Where the paper appears # 1 2 3 Pre-visit Information # HIPAA Consent & Records Release # Procedure Consent / Point-of-Care#
  • 14. Confidential# 7/3/13 # Slide 14# Our Solution# Features   • Pre-­‐visit  &  in-­‐office  workflows   • Easy  custom  form  crea4on   • Process  Automa4on   • Structured  data  integra4on   • PM  and  EHR  rou4ng   • Pediatric  and  caretaker  signing   • Built  on  the  DocuSign  plaIorm  
  • 15. Confidential# 7/3/13 # Slide 15# Anytime, Anywhere#
  • 17. Confidential# 7/3/13 # Slide 17#Confidential# 7/3/13 # Slide 17# Who we are# » Innovative and efficient patient-centered primary care practice in Portland, OR# » Founded in 2001# » 13 clinicians – 11 physicians, 1 PA, 1 FNP# » 2 locations #
  • 18. Confidential# 7/3/13 # Slide 18#Confidential# 7/3/13 # Slide 18# The Major Problem # » Incongruity between clinical and administrative processes# » Customer dissatisfaction with onerous onboarding process# » Internal inefficiency processing paperwork# ›  Data re-entry # ›  Printing, then digitizing again# ›  Indexing#
  • 19. Confidential# 7/3/13 # Slide 19#Confidential# 7/3/13 # Slide 19# Our Goals and Needs # » Customer satisfaction# ›  Respect their time, offer flexibility & simplicity # » Internal efficiency# ›  No data re-entry# ›  No printing/scanning/indexing # » Chart pre-load prior to appointment# » Medical records # ›  Requested and received prior to appointment#
  • 20. Confidential# 7/3/13 # Slide 20#Confidential# 7/3/13 # Slide 20# Solution Evolution # Paperwork  at   .me  of  service   Mail  or  fax   Email   »  Early arrival# »  Flow interruption# »  Information unavailable # »  Legibility of handwriting# »  No chart# »  Time-consuming# »  Expensive# »  Flow interruption# »  Legibility# »  No/incomplete chart# »  Lots of printing paper# »  Many of the same problems!# 1 2 3
  • 21. Confidential# 7/3/13 # Slide 21#Confidential# 7/3/13 # Slide 21# Pa.ent  Portal   Adobe   eSignature   Other   eSignature   Solu.ons…   »  Unable to sign# »  Customer confusion# »  Internal inefficiency# »  Not all customers were able to use it# »  Required data re-entry# »  Too complex# »  Required data re-entry# 4 5 6 Solution Evolution #
  • 22. Confidential# 7/3/13 # Slide 22#Confidential# 7/3/13 # Slide 22# DocuSign: Mission Accomplished! # » Customer satisfaction# ›  All age groups# ›  Simple, flexible (anytime, anywhere, any device)# » Internal efficiency # ›  Saves on need for data re-entry# ›  Data is legible and more complete with required fields# ›  Eliminates printing, scanning and indexing# ›  Charts are pre-loaded for greater clinical interaction#
  • 23. Confidential# 7/3/13 # Slide 23#Confidential# 7/3/13 # Slide 23# DocuSign Metrics# »  Collect 99% of required information before visit# »  Reduce time to load from 8 hours to < 30 minutes! »  Data is 100% legible #
  • 24. Confidential# 7/3/13 # Slide 24#Confidential# 7/3/13 # Slide 24# Customer Feedback # “I really liked being able to fill it out online. The document signing function was awesome. It looked like I would have signed it myself.”# Fara  G.   “The form filling went like a breeze...so simple...”# “The whole process of joining was great!” ## ! “Convenient, simple, nothing to complain about. I liked the process very much.”# Geri  S.   Kim  C.   Don  H.  
  • 25. Q&A
 
 Thank You!
 ! DOCUSIGN  CONFIDENTIAL   25   Please  visit  kryp4q.com  or  docusign.com     Call  1.877.720.2040