eSignature (Dropbox Sign) Billing Report

The eSignature Billing Report is a report available in the Report Center. This report allows practices to see the amount of eSignature (Dropbox Sign) requests they are being billed for in a given month. The report can be grouped by the Posted User or by patient. Because Valant bills you on a month by month basis the report defaults to the full month(s) for the date range selected. For example, if you input the date range 01/05/21 - 02/15/21 the report will show the full month for January and February. The "Patient Status" column will show patients as either "New" or "Existing". This is referring to the patient being added or imported into the EHR before the first eSignature Template was created. Only completed documents will have a document name field completed in the "Document" column. The "Request Status" will show as either "Initiated" meaning the patient has clicked on the request, or "Completed" meaning the patient completed the request. The "Billed Requests" column will show either a "1" or "0" in each row to indicate if it is a billed request. The "Total Billed Requests" column will indicate how many requests billed for in the given period of time. 

Reminder eSignature pricing is based on practice usage. The cost is structured as follows:

  • The first eSignature request (a single request can contain more than one packet or signature) for new patients is free! New patients are defined as being added after the first e-signature template is created (does not include imported patients). Also, it doesn't matter if you send the request the day the patient is created or at anytime in the future. The first request is free. 
  • All other signature requests are $1 per signature request. 

Your billing will be usage based and you will be invoiced each month after we have analyzed usage. Please note that the first eSignature request for new patients can include multiple documents or packets that you have created (For example, practices can send an "intake packet" containing all intake forms that need a signature to a new patient and not being charge for that usage!). The timing of the charge is not based on sending the packet, but rather the patient opening the document. Meaning if a patient never addresses the request you will not be charged for that usage.  

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