Architecture diagrams
Ask for detailed system architecture including network topology, service components, hosting model, and third-party dependencies to verify design alignment with organizational policies.
Issuing an RFP structures vendor comparison, clarifies regulatory and security expectations for handling protected health information, and creates a defensible procurement record. It also standardizes responses so technical, legal, and financial aspects can be evaluated objectively.
The Procurement Lead coordinates the RFP process, compiles evaluation matrices, and facilitates scoring across technical, security, and commercial criteria. They ensure vendor submissions meet mandatory requirements and manage communication and scheduling for demos and Q&A sessions.
A technical vendor responds with architecture diagrams, API details, and implementation plans. They must demonstrate prior healthcare integrations, describe data flows involving PHI, and disclose security and testing practices to satisfy RFP evaluation points.
Healthcare CIOs, procurement teams, clinical informatics staff, and compliance officers commonly use RFPs to evaluate development partners and technical solutions.
Final selection usually involves cross-functional review with legal, security, and clinical stakeholders to validate technical fit and contractual safeguards.
Ask for detailed system architecture including network topology, service components, hosting model, and third-party dependencies to verify design alignment with organizational policies.
Require data flow diagrams that show PHI paths, transformation logic, storage locations, and retention policies to ensure regulatory safeguards and minimize exposure.
Request API docs, authentication methods, rate limits, and sample payloads to validate integration feasibility with EHRs and ancillary systems.
Demand unit, integration, security, and user acceptance test plans with success criteria and test data handling procedures that preserve PHI confidentiality.
Require stepwise rollout schedules, rollback procedures, and change control processes for production launches to limit operational disruption.
Ask for monitoring tools, alerting thresholds, and on-call responsibilities to ensure timely detection and remediation of incidents.
Detail user roles, feature sets, workflow diagrams, and EHR integration points. Specify acceptance criteria for each function and examples of expected UI behaviors to avoid misinterpretation during development and testing.
List mandatory compliance regimes (HIPAA, ESIGN, UETA), required audits or certifications, encryption standards, and breach notification timelines. Require evidence of prior healthcare deployments where applicable.
Define expected user volumes, response-time SLAs, throughput requirements, and scalability approach. Ask for load testing plans and metrics used to validate performance at project milestones.
Specify post-launch support levels, update cadence, bug-fix SLAs, and responsibilities for software maintenance, security patching, and ongoing compliance monitoring.
| Setting Name | Configuration |
|---|---|
| Approval routing | Two-step legal then clinical |
| Reminder frequency | 48 hours |
| Signature order | Parallel by default |
| Document retention | 7 years |
| Access provisioning | Role-based groups |
Ensure the RFP specifies required platforms, supported browsers, and device form factors so providers propose compatible solutions.
Also request minimum OS versions, browser compatibility lists, and any native app distribution approaches to avoid last-mile incompatibility during deployment and user onboarding.
A mid-size clinic needs a secure patient portal integrated with its EHR to allow appointment scheduling and secure messaging.
Resulting in improved access and measured reductions in administrative overhead within six months.
A community health system seeks a telehealth application that records encounter metadata and stores visit summaries in the EHR.
Leading to auditable telehealth workflows and consistent clinical documentation for compliance and revenue capture.
| Criteria | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| ESIGN and UETA coverage | U.S. ESIGN and UETA compliant | U.S. ESIGN and UETA compliant | U.S. ESIGN and UETA compliant |
| HIPAA support available | Business Associate Agreement available | BAA available for eligible plans | BAA available for eligible customers |
| Bulk Send capability | Bulk Send for mass distribution | Bulk Send feature available | Limited bulk send options |
| API access and SDKs | REST API and SDKs available | Comprehensive API and SDKs | APIs and developer tools available |
Date when RFP is published
Final date for submitting clarifying questions
Firm deadline for proposals
Window for scoring and demos
Planned decision date
| Feature | signNow (Featured) | DocuSign | Adobe Acrobat Sign | OneSpan Sign | Dropbox Sign |
|---|---|---|---|---|---|
| Typical entry plan | Affordable small-business plans with essential eSign features | Individual and business plans, widely adopted | Bundled with Adobe Creative Cloud plans | Enterprise-focused licensing available | Simple plans integrated with Dropbox storage |
| HIPAA and BAAs | BAA available on qualifying plans; documented controls provided | BAA for eligible enterprise customers | BAA available for qualifying enterprise accounts | Enterprise BAAs available with specific configuration | BAA available on business plans with agreements |
| API and developer access | Programmatic API access with SDKs and documentation | Extensive APIs and ecosystem integrations | APIs with Adobe Sign SDKs and enterprise support | Enterprise-grade APIs and advanced security features | Developer API with Dropbox ecosystem integration |
| Bulk and template features | Template library and Bulk Send for volume workflows | Strong template and bulk send capabilities | Template management and advanced workflows | Template-driven enterprise workflows | Template and bulk send features suitable for SMBs |
| Support and SLAs | Business support options and paid SLAs for uptime | Multiple support tiers including enterprise SLAs | Enterprise support with defined SLAs | Enterprise-grade support and contractual SLAs | Business and enterprise support tiers available |