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PandaDoc now offers HIPAA compliance

Convert physical documents to digital ones. Keep important records safe and secure with PandaDoc’s HIPAA compliant document software.

PandaDoc now offers HIPAA compliance
increase in completed docs per month
increase in close rate
decrease in document creation time

Spend more time with patients

Get hours back in your day

Easily create, complete, and electronically sign your patient forms and legal agreements in minutes, anywhere, and on any device.

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Give your office staff a break

Your fax, filing cabinet, and scanner will thank you. With PandaDoc, your team eliminates inefficient processes and allows for more time to care for patients.

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A single, centralized location

Track and store all of your patient forms and docs in one centralized, secure location, so you never have to worry about misplacing or losing documents ever again.

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Keep important records safe

PandaDoc is HIPAA compliant and SOC 2 certified. Servers are hosted on the Amazon AWS platform, support Single Sign-On (SSO), and simplify how you protect and manage your data.

HIPAA regulations (The HIPAA Privacy Rule) require a signed Business Associate Agreement (BAA) with every completed document. PandaDoc will provide a BAA for all Enterprise customers with five or more seats.


Over 27,000+ customers trust PandaDoc

PandaDoc provides my sales team with the ability to stand out, helping us win more business and ensuring our customers receive a top-notch product and service.

My new document process has allowed me to juggle more prospective and active clients at one time.

PandaDoc makes sending contracts efficient, and my patients receive their contracts in a timely manner to speed up business.

Additional features to keep health data safe and give you peace of mind

Document encryption

Password protect your most sensitive documents to ensure that only the right eyes and people have access.
Access Code

User-level permissions

Set specific permissions for individuals or departments within your medical office. You can even add multiple users at one time.
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Audit log

The audit log allows you to download a record of user activity within your account within the last 30 days.

Dedicated monitoring & alerts

PandaDoc’s application and infrastructure are monitored 24/7/365 and alert our always on-call DevOps team should a security breach occur.
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Secure architecture

Our web app is also multi-tiered into logical segments (front-end, mid-tier, and database), guaranteeing maximum protection and independence between layers.
Content Locking

Make any patient doc digital and collect eSignatures in minutes

Patient forms

Make even the most worrisome patients comfortable with a sanitary and touchless environment. Simply convert your patient and intake forms to digital ones with the upload feature in PandaDoc.
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HR contracts

Hiring and onboarding new staff is a breeze when you can manage your entire human resources paperwork process through PandaDoc. Get your team back to what’s really important, your patients.
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PandaDoc offers built-in, legally-binding electronic signatures to keep appointments on schedule. Additional software purchases won’t be required to receive ESIGN and UETA compliant eSignatures on any patient document.

PandaDoc + the tools you love

Whether you need to collect payment data and ePHI from your patients or safely pass contact info to and from your Salesforce account to create or update records, PandaDoc has an integration to help streamline even the most complicated processes.

Learn more about integrations

Proposal Integrations

Ready to see PandaDoc in action?

Fill out the form to learn how we can help you create a custom HIPAA compliant solution that grows with you and your organization.