Employee Details
Full legal name, employee ID, contact information, job title and department to match HR and claims records for identification and routing.
Accurate completion authorizes provider assignment, preserves continuity of care, and creates a clear administrative record for benefits and claims. It reduces processing delays and helps ensure medical bills route to the correct payer.
The form is completed by employees seeking to select or change their treating physician and reviewed by HR, claims administrators, or insurer case managers before approval.
Timely review and clear recordkeeping by these stakeholders prevents billing errors and supports appropriate medical oversight.
HR Managers receive completed forms, confirm employment details, and coordinate with benefits or claims teams to ensure provider changes comply with plan rules. They log the change and notify payroll or administrative systems as needed for benefits administration.
Employees use the form to state their preferred treating physician or request a change after initial care. Accurate contact and identifier details ensure appointments and bills are routed correctly and that benefits are not delayed or denied.
Full legal name, employee ID, contact information, job title and department to match HR and claims records for identification and routing.
Chosen provider name, clinic or hospital, address, phone, and provider license or NPI if available to avoid misrouting or duplicate records.
Date the selection or change takes effect; determines appointment scheduling and which provider is responsible for care from that date forward.
Brief explanation (transfer, dissatisfaction, specialist referral) to aid administrative review and expedite approvals.
Employee signature and dated consent, plus any employer/insurer acknowledgement area for acceptance or denial with reason code.
Internal use fields for claim number, reviewer initials, and follow-up steps to document the administrative workflow and decision.
| Field | Configuration |
|---|---|
| Signature Field | Require eSignature with timestamp |
| Authentication | Email link plus optional SMS code |
| Routing | Auto-send to HR and claims inboxes |
| Notifications | Email confirmations to employee and reviewer |
Ensure the chosen platform supports required authentication, audit trails, and integrations with HR or claims systems.
Integrations with HRIS, claims platforms, and cloud storage minimize manual entry and help preserve records for audits and appeals.
Submit as soon as possible after the decision to change providers.
Many administrators acknowledge receipt within 3–5 business days.
Coverage decisions or authorization may take up to 10 business days.
Scheduling depends on provider availability and authorization status.
Follow insurer or plan appeal deadlines for denials; check plan documents.
Employee files form initiating the change request.
HR or claims team records and confirms receipt.
Insurer or reviewer approves or denies the change.
New provider receives appointment and billing details.
| Criteria | Employee Choice Form | Referral Authorization |
|---|---|---|
| Required fields | full id info | provider and diagnosis |
| Notarization | rarely | |
| Electronic signing | allowed | allowed |
| Typical use | provider selection | specialist referral |
| 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 | Yes, 7-day free trial | 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 cap | 100 envelopes/user/year | Varies | Varies | Varies |