Configure eSignature

Welkin supports sending documents to patients for external electronic signature via the DocuSign integration. This requires a DocuSign account.

Looking for Welkin's built-in eSignature? For configuring provider signatures and patient consent signatures directly within Welkin Forms — no DocuSign required — see eSignature Configuration (Native).

What is DocuSign eSignature in Welkin?

DocuSign eSignature allows care team members to send documents (consent forms, treatment agreements, program enrollment documents) to patients for electronic signature directly from the patient record. Completed, signed documents are stored in Welkin alongside the patient's other records.

You must have a DocuSign account to use this feature.

Step 1: Choose your DocuSign plan

If your organization does not already have a DocuSign account:

• DocuSign eSignature is the standard plan for basic electronic signatures
• DocuSign for Healthcare offers additional HIPAA-compliant features and may be required depending on your compliance requirements

Contact your Welkin Customer Success Manager for guidance on the appropriate DocuSign plan.

Step 2: Complete the implementation checklist

Follow the DocuSign Implementation Checklist to track all setup steps.

Step 3: Authorize and configure

Complete these setup steps in order:

1. DocuSign Authorization – connect your DocuSign account to Welkin
2. DocuSign Setup (Admin) – configure sender settings, document storage, and user permissions
3. DocuSign Setup (Designer) – add DocuSign components to patient templates

Step 4: Create document templates

Before care team members can send documents, you must create them as DocuSign templates:

• See DocuSign Creating Templates for instructions
• Common documents to create as templates: intake consent forms, HIPAA authorization, telehealth consent, program enrollment agreements

Step 5: Test and go live

• Test the complete workflow: sending a document, signing it, and confirming it appears in the patient record
• Follow the DocuSign Go-Live Process to switch from sandbox to production

eSignature compliance considerations

Electronic signatures in healthcare must meet specific regulatory requirements:

• ESIGN Act (federal) – establishes the legal validity of electronic signatures in the US
• UETA (state laws) – most states recognize electronic signatures under the Uniform Electronic Transactions Act
• HIPAA – if signed documents contain PHI, ensure your DocuSign plan includes a Business Associate Agreement (BAA)

Consult your legal or compliance team before using eSignature for documents that have specific witnessing or notarization requirements, as those may not be satisfied by standard electronic signatures.