Enhance Patient Experiences in Healthcare with Docusign and Microsoft

The highly complex and disjointed nature of the modern healthcare ecosystem often leads to a compromised patient experience.

For example, in 2023, patients in the U.S. had to wait an average of 21 days to schedule an appointment with a primary care physician, and more than a quarter (26%) had to wait at least two months to receive care.

Outdated agreement processes are a major contributor to these delays, resulting in decreased staff productivity, sub-optimal patient experiences, and recurring compliance issues.

With Docusign's integrations for Microsoft, healthcare providers can maximize their existing technology investments to make agreement workflows easier, faster, and more secure. In this article, we share three ways that healthcare organizations are leveraging the combined power of Microsoft and Docusign to streamline operations and enhance patient experiences.

Enhance patient and care team experiences through streamlined care coordination

By utilizing automation and digital solutions, healthcare organizations can alleviate the administrative burden and enable providers to focus on patient care. Docusign’s integrations with Microsoft tools offer a compelling solution for modernizing the agreement journey.

By integrating Docusign solutions with leading electronic health record (EHR) systems through Microsoft Power Automate, healthcare organizations can achieve seamless information flow and proactive agreement management. These integrations offer numerous benefits, including:

• Simplified document processing: Incoming documents are accessed digitally, eliminating the need for printing, scanning, and manual data entry. To save time and effort, staff can simply open the document in Docusign and send it to the physician for signature.

• Streamlined physician workflow: To obtain necessary signatures, staff sends the physician a direct, secure message via the EHR system with a link to a Microsoft PowerApp page. The provider accesses the link within the EHR and signs electronically via an embedded Docusign + Power Automate workflow.

• Automated document handling: Once signed, staff uploads the document into the EHR, eliminating manual storage processes and reducing errors.

• Enhanced patient intake: With the new Docusign Maestro extension app for Dynamics 365, patients can complete forms, sign documents, and submit necessary information online—all before arriving for their appointment. The integration ensures that data flows directly into the CRM, improving patient satisfaction while saving time for both patients and healthcare staff.

Through these integrations, healthcare organizations reduce administrative burden and achieve improved communication and collaboration among care teams, freeing up additional time for patient care.

Boost productivity with automated agreement workflows

Inefficient agreement management doesn’t just impact the patient experience. It also leads to administrative waste, higher compliance costs, and missed revenue opportunities, driving up operational expenses and the overall cost of care.

In 2023, health spending per capita in the U.S. reached $14,570, significantly outpacing that of other high-income nations. The inefficiencies that drive up healthcare costs could be mitigated through technological interventions, including streamlined digital agreement workflows.

By leveraging powerful Docusign eSignature integrations within the Microsoft applications they use every day—such as Word, Outlook, Teams, SharePoint, and Power Automate—healthcare organizations can maximize productivity and security, while improving team collaboration and accelerating agreement workflows.

For example, organizations can prepare agreements, assign tags, send for signature, and electronically sign documents directly within Word. Staff can also send required documents like consent forms to patients, and pre-populate signing fields seamlessly from Outlook. 

To facilitate seamless collaboration, staff can send agreements and templates for signature quickly within Teams and receive real-time notifications and status updates on patient-related agreements.

Automating referral processes and documentation is easy using the pre-built workflows in Power Automate. Organizations can set up post-signature automated workflows among agency apps and services to synchronize agreements, receive notifications, collect data, and more.

Together, Docusign and Microsoft are helping healthcare organizations achieve faster turnaround times, reduce manual errors, and improve data accuracy for their most critical healthcare agreements. The result? Increased staff productivity, fewer repetitive tasks, and a lower cost of patient care.

Strengthen trust and compliance with secure and accessible agreement management

As members of a highly regulated industry, healthcare organizations must prioritize data integrity and security in their agreement workflows. Yet, in 2023, only 68% of healthcare organizations achieved data integrity, hindering the effective use of population health data and impacting care quality, compliance, and cost control.

This is why Docusign and Microsoft are committed to helping healthcare organizations reduce risk and ensure data integrity by providing enterprise-grade security and compliance controls.  

As a trusted platform available on the Azure Marketplace, Docusign integrates with Microsoft's secure infrastructure. Healthcare organizations can securely send, sign, archive, and track important patient agreements within Microsoft SharePoint and Dynamics 365, simplifying audits and strengthening adherence to regulations.

Organizations can also leverage administrative controls and user management within the Microsoft environment to help them meet stringent healthcare security and compliance requirements, such as HIPAA.

Through Docusign’s integrations with Microsoft, healthcare organizations can leverage a centralized and easily accessible repository for critical healthcare agreements, ensuring data security and patient privacy. This is essential to achieving compliance with industry regulations, allowing organizations to prioritize trust and peace of mind.

Transforming care coordination with automated agreements

Microsoft and Docusign are partnering to modernize the agreement journey, automating how agreements are created, committed to, and managed within the Microsoft applications you already use. This powerful partnership helps healthcare organizations streamline mission delivery, optimize technology investments, and drive operational efficiencies—which could lead to improved outcomes for all. To learn more about how Docusign and Microsoft are transforming care coordination with automated agreement workflows, contact us today.