Hidden Tags
Request required information inside the document.
Healthcare
E-signature for Healthcare in Salesforce
Consents, terms and authorizations with traceability from start to finish.
In healthcare operations, knowing a document was signed is not enough. It matters to track who was involved, what information was provided and where the process stands. sign2.me structures signing and collection flows connected to Salesforce.
GUIDED JOURNEY
Zero pending items before the appointment.
Before the appointment, consent must be completed, signed and ready.
Patient record updated
THE DAILY FRICTION
The problem appears when the consent should be ready — and it is not.
A guided journey surfaces pending items before they reach reception.
01Paper-based consent
02Incomplete fields
03Patient and guardian
04Pending items discovered late
05History lives outside the appointment
GUIDED CONSENT
The counter reaches zero before the appointment.
0pending itemsCONSENT COMPLETED ✓
JOURNEY / PENDING ITEMS
The appointment starts when the checklist reaches zero.
The patient and team see the same journey: data, confirmation and signing.
01Data
02Confirmation
03Signing
04Ready
WHERE SIGN2.ME ENTERS THE PROCESS
01Patient record
02Term or consent
03Required fields
04Signer identified
05Authentication
06Signature
07Audit
08Status updated
APPLICATION EXAMPLE
Before a procedure or appointment, a consent form signed by the patient or guardian is required. The document can request additional information during the process. The team tracks completion and status inside Salesforce.
WHAT THIS CHANGES
Fewer manual formsBetter pending-document trackingStructured collectionClear participant identificationProcess historyLess searching across toolsAutomation after signing
Can a legal guardian sign for the patient?
A guardian can be included as an additional signer when the operation requires it.
What if the patient does not finish?
The status remains visible as pending in Salesforce context.
Does the experience change by language?
Yes. The signing experience is available in 18 languages.
FEATURES IN FOCUS
Navigation guide
Guide the signer through required points.
Authentication
Add verification before completion.
Audit trail
Keep the main process events on record.
Multiple participants
Include patient, guardian and witness when applicable.
18 languages
Support diverse audiences in the same operation.
Completion status
The team knows when the appointment can move forward.
Integrated with docu2.me
Native integration with docu2.me, positioning where the signature will appear in your document and it reflects in sign2.me like a magic.