Paperwork has always been part of running a healthcare practice, and moving to telehealth doesn’t remove that requirement. Consent forms, intake questionnaires, and privacy acknowledgments still need to be collected, signed, and stored securely. SecureVideo’s E-Documents feature takes that entire process off paper and off email, replacing it with a secure, digital workflow built directly into the platform.
How E-Documents Work
An account administrator can build a document template that mirrors the exact forms a practice already uses in person. Templates support text fields, dropdowns, radio buttons, checkboxes, and date fields, so nearly any paper form, from a telehealth consent form to a detailed intake questionnaire, can be recreated without asking patients to switch to a separate portal. Once a template exists, it can be assigned to appear in the Virtual Waiting Room before a session, after a session, or on a recurring basis for ongoing care.
When a patient completes a document, their response is captured along with a digital signature, a timestamp, and a security hash, giving the practice a legally sound record of consent. Providers can review and countersign where needed, and every completed document is stored securely within SecureVideo rather than sitting in an inbox or a shared drive.
Why This Matters for Compliance and Workflow
Sending sensitive forms through email or an unsecured file-sharing tool creates real risk, since that information often includes protected health information. E-Documents keeps that entire exchange inside SecureVideo’s secure, HIPAA-compliant environment, covered under the same Business Associate Agreement that governs the rest of the platform.
For staff, the benefit is just as practical. Instead of tracking down whether a form was received, printed, scanned, or lost somewhere in between, staff can see completion status directly from the dashboard.
Connecting E-Documents to Your EHR
For practices running a separate practice management system or EHR, E-Documents can go further through API integration. Individual fields on a digital form can map directly to corresponding fields in the EHR, so a patient filling out an intake questionnaire is actually updating their chart in real time. Completed documents can also be stored automatically in the EHR as a PDF, complete with an auditable digital signature. Practices interested in this level of setup typically work with our support team to map out configuration ahead of launch, as described in this E-Documents knowledge base article.
A Feature Practices Often Underuse
E-Documents is one of the features SecureVideo customers most often haven’t fully set up, even though it tends to save the most administrative time once it is. A common starting point is building one or two templates, such as a telehealth consent form and a new patient intake packet, and expanding from there.
Contact SecureVideo today to learn how E-Documents can take your practice’s paperwork fully paperless, or get started with a free trial to build your first template.