Directory management
Centralized contact and organization directory with hierarchical units, bulk update tools, and de-duplication to maintain accurate signer and staff records across systems.
Proper hipaa compliant contact and organization management reduces unauthorized PHI access, simplifies auditing, and helps document administrative safeguards. Consolidated, access-controlled directories support consistent permissions, preserve audit trails, and make compliance reviews more efficient for providers and vendors.
Responsible for maintaining contact directories, assigning role templates, and coordinating consent form distribution. Works with compliance to ensure access levels match job duties and documents administrative safeguards for audits.
Oversees encryption, network access, and logging configurations; manages Business Associate Agreement terms with eSignature providers and validates integrations meet HIPAA technical safeguards.
Healthcare practices, hospitals, clinics, insurers, and associated administrative teams rely on structured contact and organization management to reduce compliance risk and centralize permissions.
IT and compliance teams use centralized directories and role templates to manage access, support audits, and coordinate eSignature workflows across departments.
Centralized contact and organization directory with hierarchical units, bulk update tools, and de-duplication to maintain accurate signer and staff records across systems.
Predefined role templates and policy-driven permissions that enforce least privilege and simplify onboarding, offboarding, and role changes for staff handling PHI.
Comprehensive, tamper-evident audit logs capturing access, edits, routing, and signature events for compliance reporting and forensic review.
Configurable encryption at rest and in transit with centralized key management options and clear documentation of cryptographic standards used.
Vendor-provided Business Associate Agreement terms that explicitly cover contact data, signature artifacts, and storage of PHI when applicable.
Robust APIs for syncing contacts and organizations with EHRs, CRMs, and document systems while preserving access controls and logging.
| Setting Name | Configuration |
|---|---|
| Default Organization Role | Limited user |
| Reminder Frequency | 48 hours |
| Audit Log Retention | 7 years |
| MFA Enforcement | Admin-only or universal |
| API Access Level | Scoped tokens |
A mid-size primary care practice migrated contact and organization data into a HIPAA-aware directory to centralize patient consent records and staff roles.
Resulting in fewer access incidents, faster audit preparation, and consistent signature and permission assignment across departments, which helped the practice demonstrate administrative safeguards during regulatory review and streamline secure patient communications.
A regional health system integrated its CRM, scheduling platform, and eSignature provider to unify contacts and organizational units.
Resulting in standardized signer permissions, fewer manual routing errors during intake, demonstrable audit trails for each location, and a clearer compliance posture when responding to inquiries or audits.
| Feature | signNow (Recommended) | DocuSign |
|---|---|---|
| HIPAA support / BAA | ||
| API for contacts sync | ||
| Bulk Send / Batch | ||
| Detailed audit trail |
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | OneSpan Sign |
|---|---|---|---|---|---|
| Free tier or trial | Free trial; limited features | Free trial; limited features | Free trial available | Free trial available | Trial by request |
| Entry-level monthly | Plans from about $8/user/month billed annually | Plans from about $10-15/user/month | Plans from about $9.99/user/month | Plans from about $8/user/month | Enterprise pricing only |
| API access | Available on Business plans | Available on Business plans | Available on enterprise plans | Available on business plans | Enterprise-focused API |
| HIPAA support | BAA available on eligible plans | BAA available with paid accounts | BAA available for enterprise customers | BAA available on select plans | BAA available for enterprise customers |
| Enterprise starting | Custom enterprise tiers quoted | Custom enterprise tiers quoted | Custom enterprise tiers quoted | Custom enterprise tiers quoted | Custom enterprise tiers quoted |