Patient Identification
Include full legal name, DOB, medical record number, and contact details so records are unambiguous and match EHR entries.
A standard form reduces documentation gaps, supports measurable treatment goals, and centralizes consent and privacy choices for audit and care coordination.
Clinical and administrative staff use the form to document treatment decisions and protect continuity across settings.
Proper completion supports billing, legal defensibility, and patient communication while aligning with privacy rules.
Include full legal name, DOB, medical record number, and contact details so records are unambiguous and match EHR entries.
Record screening instruments (GAD-7), symptom chronology, severity, functional impact, and relevant psychiatric history for treatment decisions.
List current psychotropic and other medications plus allergies to avoid prescribing conflicts and ensure safe pharmacologic choices.
Specify therapy type, frequency, expected duration, referrals, measurable goals, and follow-up schedule for continuity of care.
Include informed consent for treatment, limits of confidentiality, electronic communications consent, and any telehealth-specific disclosures.
Capture CPT/ICD codes, payer information, and authorization numbers required for accurate billing and claims processing.
Document findings and plan at or within 24–72 hours after the encounter.
Submit billing data per payer timelines to avoid denials.
Maintain signed documents ready for internal or payer audit.
Respond to release or amendment requests within state-specified timeframes.
Retention period begins at document creation or last effective date.
Collect demographics, screening, and initial consent.
Clinician records diagnosis and scoring.
Treatment plan and follow-up set.
Store signed copy with audit trail.
| Field | Configuration |
|---|---|
| Signer Order | Patient first, then clinician |
| Authentication | Email link with optional SMS code |
| Required Fields | GAD-7, DOB, consent checkboxes |
| Storage | Automatic push to EHR or secure archive |
Choose platform configurations that protect PHI while enabling convenient signature and routing.
| 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 | 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 |