Great, convenient product!

When Covid started and my psychotherapy private practice abruptly switched to telehealth only, I found that I needed an online option that clients could use to complete and legally sign my practice paperwork, including my mandatory disclosure statement, telehealth agreement, consent to treatment, financial agreement, and release of information documents. I did a lot of searching on google and read a lot of reviews of different sites offering electronic signature capabilities. I really didn't want to try to deal with a professional version of Adobe ACrobat because I find their prices offensive and their technology not easy to use or straightforward to understand. I needed a platform that would meet confidentiality requirements for mental health practice and would conform not only to the Health Information Privacy and Portability regulations, but also the mental health statute privacy regulations for the state in which my business is. I also needed a platform that allowed users to provide electronic signatures that were official and legally binding since some of my documents absolutely require this degree of formality. It took quite a while to locate a service that met all of my many needs for an electronic signature platform and would do so for an affordable price. I found some platforms that looked great but were obviously set up to service a large health care organization that had a much much larger volume of clients served than my one-person private psychotherapy practice. It wasn't easy to find a platform that had the advanced features that I needed, but could be reasonably scaled for a very low volume of use and was priced accordingly. E sign genie seemed to meet all of my requirements and getting my documents uploaded and ready to send to clients was relatively straightforward and intuitive to use. I did have a bit of trouble figuring out if the document feature or the template feature was the best fit for what I needed, and that was eventually resolved with some trial and error and by reaching out to their customer service at e sign genie (the folks working customer service at e sign genie were quite prompt and thorough in their responses when I contacted them). I ultimately determined that the template format was best suited to my needs. I did find it frustrating that once my word or pdf doc was uploaded into e sign genie, that I was no longer able to edit it because sometimes it was not until I uploaded it that I realized that I wanted to change the formatting or spacing in some way to accommodate the fill-in fields and checkboxes etc in the best and most visually appealing way possible. It would have been great to be able to edit the original document, as well as the e sign genie, fill in boxes all in one place, rather than having to go back to the document original, add an extra line of spacing or move a column over a few spots, then have to re-upload the whole document and start from scratch with adding the fill-in boxes and checkboxes, etc, but once I got things up and running it has been smooth sailing!