Identification
Child and caregiver full names, dates of birth, medical record number, phone numbers, and current address to ensure accurate case linkage and follow-up communication.
A clear, repeatable screening form reduces ambiguity, documents observable evidence, and helps clinicians satisfy mandated reporter obligations under state law. Using a consistent form improves accuracy of reporting, preserves forensic details, and supports downstream investigations while enabling compliant retention and audit trails under HIPAA and applicable regulations.
Clinical and administrative staff within health settings complete the form when signs or disclosures raise concern.
Accurate completion helps protect the child, documents clinical decision-making, and creates a defensible record for investigators and legal review.
The attending pediatrician documents clinical findings, assigns the screening outcome, and determines immediate medical needs. Their entry serves as the medical record and may be used in investigative or legal proceedings.
The social worker records psychosocial assessment, coordinates mandated reporting, and logs referrals to child protective services. Their notes capture safety planning and resource referrals for the family.
Child and caregiver full names, dates of birth, medical record number, phone numbers, and current address to ensure accurate case linkage and follow-up communication.
Brief description of what prompted screening, including disclosures, observed injuries, behavioral indicators, and the context of the encounter.
Structured prompts covering caregiver explanations, prior medical history, prior CPS involvement, household risks, and current safety concerns.
Objective findings such as injury description, location, size, developmental discrepancies, and inconsistencies between history and physical exam.
Name, role, contact information, and whether the reporter is a mandated reporter; documents who made the report and when.
Immediate medical interventions, referrals made, whether oral and written reports were submitted to authorities, and planned safety steps.
| Field | Configuration |
|---|---|
| Authentication | SMS code or institutional SSO |
| Routing | Role-based sequential routing |
| HIPAA BAA | Required for PHI processing |
| Audit Trail | Enable detailed event logging |
Ensure the eSignature and storage platform supports HIPAA, audit trails, and secure formats before use.
Verify Business Associate Agreement and enable multi-factor authentication for staff accessing PHI.
Make an oral report immediately upon suspicion per state law
Submit a written report within 24–72 hours depending on state requirements
Complete the screening form promptly and include timestamps
Conduct multidisciplinary review within 24–48 hours if admitted
Retention begins at creation date of the record
| 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 |
Their team used an electronic signature workflow to centralize clinical consent and reporting
Optica adopted an online signing process for intake and reporting forms