Build once, reuse everywhere
Turn the forms you already use into polished templates with required fields, conditional sections and your practice branding.
Smart documents
The practice document, ready to complete on a phone.
Start with the PDF your team already knows. Add required fields and signing roles, send a secure link, then keep the completed document and its event history together.
Patient consent
Last edited moments ago
Fields
Patient name
Date of birth
Checkbox
Signature
ROSEBANK PRACTICE
Patient consent
Please review and complete the required information below.
Full legal name *
Date of birth *
Patient signature
Sarah Martin
Document
Required fields
Custom branding
Signing order
From source to signed PDF
Three parts of the same document record.
Signing that keeps moving
Send a secure link to every participant, see who has opened it and automatically guide the next signer.
A record you can rely on
Every completed document includes a clear activity history, timestamps and a tamper-evident final PDF.
Clear at every step
Know exactly where every document stands.
No chasing email threads. SnagMD shows the progress, participant and next action in one place.
- Reusable templates and merge fields
- Multiple participants and signing order
- Automatic reminders and expiry
- Completed PDF with event history
IVF treatment consent
3 participants
Patient
SignedPartner
SignedClinician
Review requiredDocument library
Start with the form your team chases most often.
Prove the workflow on one document, then add the rest of the practice library.
Patient intake
Structured details before the first appointment.
Informed consent
Acknowledgement and signatures from every assigned participant.
Clinical questionnaires
Required answers and conditional questions.
Practice policies
A completion record for privacy, payment and cancellation terms.
Referral information
Supporting files and referrer details in one request.
Aftercare instructions
A document patients can review and retain after treatment.
Simple to introduce
From existing PDF to live workflow.
Upload
Bring the document your team already uses.
Prepare
Place fields, rules and signing roles.
Send
Share a secure link by email or message.
Complete
Keep the final PDF and activity history.
Common questions
Before you send your first document.
Can we use our existing documents?
Yes. Start with the PDFs and forms your practice already uses, then add fields, participants and rules.
Do patients need an account?
No. Patients open a secure link and complete the document on their phone or computer.
Can more than one person sign?
Yes. Set participant roles and a signing order for patients, partners, guardians or clinicians.
What happens when a document is complete?
Your team can access the completed PDF together with its signing and activity history.
Make the next document the easy one.
Start with a template, send a secure link and keep the completed record.
Start a free trial