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Transforming Healthcare with Intelligent Agreement Management

Published Oct 24, 2025
4 min read

Balancing rising costs, increasing demands for a modern patient experience, and preventing staff burnout is the immense and ongoing challenge facing healthcare organizations today. Intelligent Agreement Management (IAM) transforms slow, manual processes—like provider onboarding, credentialing, patient intake, and compliance sign-offs—into seamless digital experiences. By eliminating paperwork bottlenecks and reducing administrative burdens, Docusign empowers your teams to onboard staff faster, reduce burnout, and deliver the high-quality care your patients deserve.

Docusign is trusted by the top 25 healthcare companies in the Fortune 500 to keep patient and organization information secure and compliant. Docusign is committed to ensuring data is protected; preserving the confidentiality, integrity, and availability of our services to our customers, as evidenced by the many global certifications and standards the company maintains.

Empower providers and staff

The Docusign IAM platform streamlines agreement workflows by eliminating cumbersome manual processes and fragmented information. Docusign frees providers and administrative staff from non-clinical work, so that they will be able to spend more time on direct patient interaction. Docusign empowers care teams by alleviating burnout and improving the overall well-being of the workforce. 

Transform patient experience

The IAM platform modernizes the "digital front door," allowing patients to complete forms and authorizations on any device with ease and security. Over a third of all Docusign transactions are finalized via mobile helping you meet patients where they are, minimize friction, and improve loyalty and retention. 

Drive operational efficiency

Docusign optimizes healthcare operations using agreement AI to transform contracts into strategic assets. By centralizing data and automating processes, Docusign helps organizations improve operational efficiency and control costs. The IAM platform also provides real-time visibility and insights to improve business processes and mitigate risk. 

IAM enhances experiences and streamlines operations

The IAM platform scales with your organization, ensuring efficient operations and a seamless patient and staff experience. 

  • IAM Core: This customizable application is built for organizations of any size. IAM Core goes beyond eSignature to help any team with agreement creation, review, and management. You can build customized workflows, automate agreement processes, centrally store completed agreements, and transform static documents into dynamic assets that drive decision-making.

  • IAM for Customer Experience: This preconfigured application is designed to help you easily capture patient info and build loyalty. Streamlining and automating manual isteps like data entry and identity verification helps patients complete forms and authorizations faster. This smooth, engaging patient experience helps reduce abandonment and maximize retention.

"After seeing the value of Docusign eSignature, we quickly adapted to IAM—and within days, it became our central repository. IAM now extracts and organizes our signed documents automatically, saving us time and eliminating the need to search through emails and folders."

Chief Financial Offiicer, Welia Health

Docusign IAM capabilities for healthcare

Our capabilities uniquely address each step of the agreement process to help transform your organization and advance your strategic plan. 

  • eSignature: Enable a secure, intuitive signing experience across any device. Collect approvals in minutes and reduce turnaround time for critical forms and authorizations.

  • Web Forms: Capture patient data and dynamically populate across HIPAA releases and consent forms in a seamless, interactive experience, reducing manual data entry.

  • Multi-Channel Delivery: Notify patients via email, SMS, or WhatsApp to ensure timely completion of forms and authorizations while improving the patient experience.

  • Workflow Builder: A no-code workflow automation solution that allows you to customize clinical and business workflows—like credentialing or medical record requests—and automate data write-back to your system of record with an intuitive drag-and-drop interface.

  • Workspaces: A collaborative space that allows patients and care teams to easily manage tasks, track milestones, and upload supporting documents for patient intake, specialty care referral, and care coordination.

  • CLM: Streamline the end-to-end contract lifecycle to reduce risk, increase efficiency, and improve compliance across supplier mgmt and payer relations.

  • Notary: Enable remote online notarization (RON) for legal affidavits, powers of attorney, living wills, and other forms that require secure and convenient notarization.

  • App center & integrations: Our unmatched ecosystem of 1,000+ integrations and robust APIs helps ensure a seamless data flow and create a more efficient digital ecosystem.

  • 29%

    of staff time saved per agreement

  • 17%

    reduction in compliance incidents

  • 93%

    improvement in data quality

  • 39%

    reduction in paper used

  • >1/3

    of all transactions completed via mobile

Source: "Industry benchmarking research." Paradoxes, Inc., 2022.

Use case examples

Patient engagement

Care coordination

Academic research

Staffing and operations

Legal and compliance

Patient intake

Medical record requests

Investigator onboarding

HR onboarding

BAAs

Consent management

Discharge summaries

Study protocols

Physician credentialing

HIPAA compliance

Financial assistance

Therapy orders

Data release forms

Payer relations

Audit reports

Telehealth agreements

Transition of care plans

Informed consent forms

Supplier contracts

Contract management

Learn how the IAM platform helps healthcare teamsRead more