Patient Identifiers
Full legal name, date of birth, medical record number, and contact information to match clinical and billing records.
Completing the Healthcare CFC PAS Form correctly preserves billing accuracy, reduces claim denials, and documents patient consent for chargeable ancillary services. It supports HIPAA-compliant recordkeeping and creates a clear audit trail for internal review and payer audits.
Common users include clinical intake staff, billing specialists, case managers and patient representatives responsible for documenting service-level costs and patient acknowledgments.
Roles vary by facility size and state regulations; ensure the signer has proper authority and the form is retained according to applicable HIPAA and payer rules.
Full legal name, date of birth, medical record number, and contact information to match clinical and billing records.
Service date(s), location, department, and responsible clinician to tie the form to a specific clinical event or visit.
CPT/HCPCS or internal service item codes, units, and brief description to support charge capture and payer adjudication.
Preauthorization numbers, payer name and plan, and any authorization expiration dates that affect coverage.
Plain-language statement of patient agreement for billed ancillary services and acknowledgement of potential financial responsibility.
Designated signer role, printed name, signature, date, and witness or notary area if state rules require authentication.
| Field | Configuration |
|---|---|
| Required fields | Make name, DOB, MRN, DOS, CPT code required |
| Signer order | Patient (or rep) first, then clinician or admin |
| Authentication | Email + SMS code or facility SSO for staff |
| Retention tag | Apply HIPAA retention label on completion |
Ensure the chosen platform supports strong security, audit trails, and healthcare compliance before enabling e-signing.
Confirm the vendor can provide a BAA for HIPAA, offers tamper-evident signed documents, and retains an audit trail with timestamps, IP data, and signer attribution.
Follow payer-specific timely filing limits (often 90–365 days)
Retain financial records per IRS minimums
Retain for 6 years from creation or last effective date (45 CFR §164.530(j))
If using RON, retain recordings per state notary law
Address discrepancies within 30 days to avoid billing delays
Patient intake records and preliminary data entry occur at point of service.
Clinician confirms services and codes before routing for signature.
Patient or authorized representative signs; authentication recorded.
Billing team attaches the form to claims and applies retention tags.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |
A busy outpatient clinic integrates the form with its EMR to auto-populate patient data and CPT codes
A specialty diagnostic center added authorization fields and signature capture at check-in