Child Details
Full legal name, preferred name, date of birth, sex, and identifying information for accurate medical and administrative records.
A fully completed Client Child Intake Form improves safety, ensures correct billing and continuity of care, and establishes documented consent for treatment or participation.
Ensure the party signing has legal authority; include custody documentation when guardianship is unclear to prevent delays.
Full legal name, preferred name, date of birth, sex, and identifying information for accurate medical and administrative records.
Names, relationship to child, phone numbers, email addresses, physical address, and primary emergency contact so caregivers can be reached promptly.
Known allergies, chronic conditions, past surgeries, immunization status, primary care provider, and current medications for safe treatment.
Signed authorizations for treatment, telehealth, photography, data sharing, and emergency medical care with dated signature blocks.
Custody or guardianship declarations, required court orders, and restrictions on contact or pickup to ensure lawful access and protection.
Insurance details, billing party, demographic codes, preferred language, and special accommodations for billing and scheduling workflows.
| Field | Configuration |
|---|---|
| Recipient Authentication | Email plus optional SMS code |
| Conditional Fields | Show fields based on prior answers |
| Auto-Reminders | Send every 3 days until complete |
| Storage | Encrypted cloud with access controls |
Choose a platform that supports secure eSignatures, audit trails, and integrations with EHR or student information systems.
Provide the form at least 24–72 hours before visit when possible
Sign verbal consent then complete form within 24 hours
Update medical and contact info annually or when details change
Field trips require signed consent per program deadlines
Provider review typically 1–3 business days
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A school nurse collects updated emergency contacts and medication lists before the academic year begins.
A clinic uses an intake form to capture immunization history and allergy details before the first appointment.