use case
healthcare document PDF operations for health-tech
Patient intake, lab results, referral packets — without sending PHI to five vendors.
Every PDF vendor a clinic evaluates wants its own written health-data agreement. SnapPDF replaces four of them with one — fill, sign, OCR, compress, protect — under a single agreement. Detailed solution architecture lives at the bottom of this page.
Operations used
/fill-form
Pre-fill intake forms from your EHR record
/sign
Patient + practitioner signatures on orders and consent
/ocr
Convert scanned referrals to searchable PDFs for EHR matching
/compress
Shrink scanned packets to fit EHR attachment limits
/protect
AES-256 + restrict permissions before email handoff
/metadata
Tag with MRN, encounter ID, episode of care
Example workflow
- 01EHR triggers intakeNew patient created → kick off intake packet generation.
- 02SnapPDF fill-formPre-populate the demographic fields you already have.
- 03Patient completes + signsTablet at front desk or phone link.
- 04SnapPDF ocr (if scanned)Re-runs OCR on any scanned uploads so the text is searchable.
- 05SnapPDF protect + archiveEncrypt, attach to encounter, store under retention policy.
Code
// Intake packet pipeline — runs server-side under your written health-data agreement.
const filled = await snap.pdf.fillForm({
file: intakeTemplate,
values: { name: patient.name, dob: patient.dob, mrn: patient.mrn },
});
const signed = await snap.pdf.sign({
file: filled.pdf,
signature: { kind: 'image', image: patientSignatureBytes, page: 4 },
});
const archived = await snap.pdf.protect({
file: signed.pdf,
password: encounterKey,
permissions: { print: false, copy: false },
});
// Persist under your encounter — SnapPDF retains nothing.Best for
Health-tech startupsClinic networksTelehealthSpecialty practices