Build once, reuse everywhere
Turn the forms you already use into polished templates with required fields, signing roles and your practice branding.
Smart documents
The practice document, ready to complete on a phone.
Create a reusable document template. Add required fields and signing roles, send a secure link, then keep the completed document and its event history together.
app.snagmd.com/documents/patient-consent
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 follow each participant’s signing status.
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
- Send reminders and manage link expiry
- Completed PDF with event history
app.snagmd.com/documents/sent/IVF-1042
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 patient details.
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 reusable template to signed document.
Create
Write your document in the template editor.
Prepare
Add questions, required fields 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?
Use the wording from your existing forms to create a template in the document editor, then add questions and signing roles.
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.