Patient Identity
Full legal name, date of birth, and medical record or patient ID to reliably match the directive to the correct chart and avoid misidentification during urgent care.
A clear directive ensures treatment aligns with patient values, reduces conflict among family members, and helps clinicians make timely decisions during crises while documenting legal authority and clinical intent.
The document is relevant across care settings—hospital, hospice, outpatient clinics—and should be accessible in the patient’s chart and to authorized proxies.
Full legal name, date of birth, and medical record or patient ID to reliably match the directive to the correct chart and avoid misidentification during urgent care.
Name and contact information for the person authorized to make decisions, plus alternate agents and a clear statement of the agent’s scope of authority and activation conditions.
Specific, actionable instructions on CPR, intubation, mechanical ventilation, artificial nutrition and hydration, and antibiotic use, with language clinicians can operationalize.
If applicable, physician orders that translate preferences into immediate clinical directives (for example, do-not-resuscitate), signed and dated by the treating physician.
Optional language indicating consent or refusal for organ and tissue donation, and any limitations the patient wishes to record.
Signature of patient or surrogate, date, witness or notary details as required, and any record of capacity assessment to support legal validity.
| Field | Configuration |
|---|---|
| Signer authentication | Email plus SMS code or ID verification |
| Signature type | Simple e-signature or certified digital signature |
| Storage location | EHR document folder or secure cloud vault |
| Retention policy | Preserve per HIPAA and facility rules |
Ensure the chosen platform meets HIPAA, audit logging, and access control requirements to maintain clinical and legal integrity.
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |