Electronic Signature for Healthcare
Send patient forms, consents, and staff paperwork for signature with BoldSign. Accept the business associate agreement in your account, with no sales call.
- BAA accepted in Settings
- No account needed to sign
Trusted by 50,000+ businesses worldwide
Patient paperwork holds health information at every step
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Paper forms at the front desk
Clipboards and scanners slow check-in. A misplaced form exposes a patient’s details.
With BoldSign: patients sign intake and consent forms from a link. See how patients sign
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A BAA that takes weeks
Some vendors route the business associate agreement through a sales team. You wait before sending any PHI.
With BoldSign: an Account Admin accepts the BAA in Settings. See how the BAA works
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No proof of who signed
When a consent is questioned, a scanned signature says little about who signed it or when.
With BoldSign: every document carries an audit trail. See the safeguards
How does a patient sign a form with BoldSign?
Build the form once as a template. Send it before the visit, and the patient signs on any device.
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Turn the form into a template
Upload your intake or consent form once and place the fields. Reuse it for every patient.
TemplatesNew Patient IntakeReadyTelehealth ConsentReadyMedical Records ReleaseReadySample BoldSign Templates list with three healthcare templates: New Patient Intake, Telehealth Consent, and Medical Records Release -
Send it before the visit
Pick the template and enter the patient’s name and contact details. BoldSign sends the signing link.
Prepare DocumentTemplateNew Patient IntakeRecipient name*Emily CarterDelivery OptionsEmailEmail address*emily.carter@example.comSample BoldSign Prepare Document screen: the New Patient Intake template sent to Emily Carter by email -
The patient signs, with no account
The form opens in the browser on a phone or computer. The signed copy returns with its audit trail.
Sample signing page on a phone: Emily Carter’s New Patient Intake form with her name and insurance ID filled in and a signature field left for her
How do you get a BAA with BoldSign?
An Account Admin accepts the business associate agreement in Settings, under Compliance. That turns on HIPAA mode for the whole organization.
- No sales call or paper copy. HIPAA sets what a BAA must contain, not how it is signed.
- HIPAA support comes with yearly Business and Premium plans.
- Once accepted, HIPAA mode stays on for the organization. It cannot be switched off.
- The BoldSign HIPAA overview lists the safeguards in place.
Which BoldSign features do healthcare teams use?
These features cover the patient forms, consents, and contracts a practice sends every week.
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HIPAA, SOC 2 Type 2, GDPR, and eIDAS
Each standard is listed on your account’s Compliance page. Read the HIPAA overview
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An audit trail on every document
Each view and signature is logged with the time, IP address, and device. See the audit trail
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Signer authentication
Email or SMS codes, access codes, KBA, and ID verification confirm who is signing. See signer authentication
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Reusable templates
Build intake, consent, and release forms once, then send them in a few clicks. See templates
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One signing link for every new patient
Post one link on your website, and each patient fills and signs the intake form before the visit. See signing links
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In-person signing at the front desk
Hand the patient a tablet and collect the signature on the spot. See in-person signing
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Several signers on one form
The patient, the provider, and a witness sign one document, in a set order if needed.
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Reminders and expiry alerts
BoldSign reminds patients who have not signed and alerts them before a form expires. See reminders
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Tracking and storage
See where each form stands, then find any signed copy later. See document management
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Signature requests by text message
Send the signing link to a patient’s phone by SMS. WhatsApp delivery is off in HIPAA mode. See SMS requests
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Data residency
Keep documents in the US, EU, Canada, or Australia data center. See data residency
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The BoldSign mobile app
Staff send, track, and sign documents from a phone. See the mobile app
Healthcare documents teams send through BoldSign
- Guide
Patient intake forms
Collect history and insurance details before the visit.
Read the guide - Guide
Telehealth consent
Confirm who the patient is before a remote consent is signed.
Read the guide - Guide
Medical records requests
Get release authorizations signed without fax or mail.
Read the guide - Template
Healthcare service provider agreement
A starting contract for clinics, vendors, and partners.
Open the template - Demo
Patient check-in with AI
An AI agent confirms a few details, then the patient signs the intake form.
Try the demo - Page
Staff onboarding
Offer letters and policy forms for new clinical and office staff.
See the page
Why choose BoldSign for healthcare paperwork
BoldSign gives a small clinic the same HIPAA path as a hospital network, without a procurement process.
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The BAA in your own account
Accept the business associate agreement yourself, in Settings under Compliance.
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Unlimited envelopes
The Business plan has no cap on envelopes, so busy clinics pay no overage.
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A check before the patient signs
Add an access code, SMS code, KBA, or ID verification to a request.
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No app or account for patients
Patients sign from a link in the browser, on a phone or a computer.
How does BoldSign protect patient information?
BoldSign encrypts every document twice with AES-256. The audit trail records each view and signature, with the time, IP address, and device. HIPAA, SOC 2 Type 2, and the other standards appear below.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Limits and costs to know before you send health information with BoldSign
HIPAA mode needs a yearly plan and an accepted BAA. Prices are in USD.
- $15 Business plan, per user a month Billed yearly. The first plan with HIPAA support.
- 1 BAA for the organization An Account Admin accepts it once, for every user.
Before you send PHI
- Accept the BAA and turn on HIPAA mode before any document holds PHI.
- HIPAA mode cannot be switched off once it is on.
- WhatsApp delivery is not available in HIPAA mode.
- Monthly and free plans do not include HIPAA support.
- Set up and use BoldSign in line with your own HIPAA obligations.
More on HIPAA and healthcare signing
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BoldSign HIPAA overview
The safeguards BoldSign keeps for protected health information.
See the page - Customer story
How NHPCO protects patient PHI
A hospice and palliative care group meets HIPAA with BoldSign.
Read the story - Guide
HIPAA compliant eSignature software
What to check in a vendor before you send PHI.
Read the guide
Questions about eSignatures in healthcare
Is BoldSign HIPAA compliant?
BoldSign supports HIPAA workflows once you accept its business associate agreement and turn on HIPAA mode. See the HIPAA overview.
How do I get a BAA with BoldSign?
An Account Admin opens Settings, then Compliance, and accepts the agreement on the HIPAA Compliance card. See the steps.
Which BoldSign plans include HIPAA support?
Yearly Business and Premium plans include it. Custom plans may need help from BoldSign Support. Compare the plans.
Do patients need a BoldSign account to sign?
No. Patients open the link and sign in the browser on a phone or computer. See how patients sign.
Are electronic signatures legal on healthcare documents?
Yes. HIPAA does not decide whether a signature is legally binding. In the United States, the ESIGN Act and UETA do, and BoldSign complies with both. See eSignature legality by country.
Can I confirm a patient’s identity before they sign?
Yes. Add an access code, an SMS code, KBA, or ID verification to the request. See signer authentication.
Can a patient, a provider, and a witness sign the same form?
Yes. Add each of them as a signer on one document, in a set order if needed. Save the order in a template.
Get patient forms signed before the visit
Start a free trial and send your first patient form from a template.
Last updated: October 29, 2026