Patient identification
Full legal name, date of birth, medical record or claim number, and contact information so the report links unambiguously to the correct record.
A clear physician’s findings report creates an auditable record that supports timely benefit decisions, documents medical necessity, and reduces disputes by showing medical causation and recommended restrictions.
Typical users range across clinical, administrative, and claims roles that evaluate medical status and benefits eligibility.
| Field | Configuration |
|---|---|
| Authentication method | Email link, SMS code, or multi‑factor auth to confirm signer identity. |
| Required fields | Mark key fields as required to prevent incomplete submissions. |
| Conditional logic | Show additional fields (e.g., imaging details) when certain answers apply. |
| Routing rules | Auto‑send completed report to employer, insurer, and patient copies. |
Choose a platform with PHI protections, strong authentication, and integration options for clinical systems.
Document exam findings on the day of evaluation whenever possible.
Send to employer within 7 days of the exam for timely accommodation.
Provide to payer within 14–30 days or per claim instructions.
Retention periods start at creation or last effective date.
Retain originals during any claim appeal or litigation.
Full legal name, date of birth, medical record or claim number, and contact information so the report links unambiguously to the correct record.
Concise description of symptoms, onset, and relevant prior treatment or events that establish temporal association with the condition.
Specific measurements, functional testing results, and documented physical findings that support the assessment and restrictions.
Primary and secondary diagnoses with clinical rationale connecting findings to the alleged injury or illness.
Recommended therapy, medications, expected recovery timeline, and precise work restrictions or functional limitations with durations.
Signature, printed name, professional degree, state license number, NPI if available, and date to validate the report.
Physician documents injury date, objective findings, and causation
Specialist records test results and recovery timeline
| 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, no credit card required | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |