DocuSign Implementation Checklist

Use this checklist to track the steps for implementing the DocuSign integration in Welkin Health. The integration enables electronic signature collection within the care workflow.

Pre-implementation

• Confirm DocuSign integration is included in your Welkin contract

• Identify which documents will require eSignature (consent forms, treatment agreements, releases, etc.)

• Determine who sends documents for signature (care coordinators, clinicians, administrators)

• Confirm whether signatures are collected in-person (on a device) or remotely (via email link)

• Gather existing document templates you want to convert to DocuSign templates

DocuSign account setup

• Create or confirm your DocuSign account (your Welkin CSM can assist with enterprise provisioning)

• Set up your DocuSign organization with the correct branding (logo, email sender name)

• Configure DocuSign user accounts for staff who will send documents

• Create signature field templates in DocuSign for each document type

• Test DocuSign templates independently before connecting to Welkin

Welkin configuration

• Complete DocuSign Authorization – connect your DocuSign account to Welkin

• Complete DocuSign Setup (Admin) – configure integration settings in the Admin portal

• Complete DocuSign Setup (Designer) – add DocuSign components to patient templates

• Map document fields to Welkin patient data for auto-population

• Configure role permissions so only appropriate staff can send signature requests

Template creation

• Create all required document templates (see DocuSign Creating Templates)

• Test each template to confirm fields auto-populate correctly from Welkin patient data

• Review templates with legal/compliance team for approval

Testing

• Send a test document to a test patient record

• Confirm the patient can sign remotely via email link

• Confirm in-person signing works on a tablet (if applicable)

• Verify completed documents are stored in Welkin after signing

• Confirm completed documents are accessible in the patient's document history

Go-live

• Complete DocuSign Go-Live Process

• Train staff who will send signature requests

• Communicate the new eSignature process to patients if applicable

• Monitor first week of usage for any issues

Notes

For issues during implementation, contact your Welkin Customer Success Manager or open a support ticket.