Client Identification
Full name, DOB, address, and contact details. Accurate ID supports billing, follow-up communication, and legal notifications if needed.
A complete intake form reduces clinical risk, documents informed consent, and supports billing and medical recordkeeping. It helps staff screen for contraindications and documents patient communications that protect both client safety and the business's legal position.
Staff and clients both play roles: reception collects data and clinicians verify medical details before treatment.
Proper role assignment ensures data accuracy, consent validity, and consistent recordkeeping across visits.
Full name, DOB, address, and contact details. Accurate ID supports billing, follow-up communication, and legal notifications if needed.
Chronic conditions, medications, recent surgeries, pregnancy status, and dermatologic history. Critical for safe treatment selection and avoiding adverse reactions.
Drug, topical, food, and latex allergies; previous adverse reactions to treatments. Clearly flag severe allergies for staff attention.
Requested services, areas to avoid, comfort-level notes, known skin sensitivities, and preferred products or brands if applicable.
Informed consent language, photographic release (optional), and acknowledgement of risks and post-care instructions, signed and dated by the client.
Payment method, authorization to charge card for no-shows or supplies, and any insurance details used for medically necessary procedures.
| Field | Configuration |
|---|---|
| Authentication Level | Email link or SMS code; stronger methods for PHI |
| Conditional Fields | Show health questions only when relevant |
| Auto-Validation | Enforce MM/DD/YYYY and phone formats |
| Post-Sign Routing | Send signed copy to clinician and archive |
Ensure the chosen platform supports audit trails, secure storage, and any required BAAs for handling PHI.
Record the execution date using MM/DD/YYYY format.
Review medical history annually or before high-risk procedures.
Obtain parental or guardian consent per state law before treatment.
Audio-video sessions typically retained 5–10 years where RON used.
Retain for 6 years from creation or last effective date (45 CFR §164.530(j)).
Client completes form and submits signed record.
Clinician reviews history and confirms or declines treatment.
Consent validated and procedure scheduled or modified.
Signed form stored per retention policy and access rules.
| 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 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |