Patient Identity
Full legal name, date of birth, and a unique patient identifier (MRN or account number) to avoid mismatches across systems.
A clear Healthcare Choice List reduces administrative friction, documents patient intent, and creates a consistent record for clinical teams and payers. It supports legal compliance by recording consent and recipient permissions and helps avoid billing or disclosure errors that can trigger regulatory risk.
The Healthcare Choice List is completed by patients or their authorized representatives and is used by clinicians, care coordinators, revenue teams, and health information management staff.
Accurate completion ensures correct routing of referrals, lawful PHI disclosures, and alignment between clinical plans and patient preferences.
Full legal name, date of birth, and a unique patient identifier (MRN or account number) to avoid mismatches across systems.
Clearly labeled options (e.g., primary provider, specialist referrals, telehealth preference, data sharing) so selections are unambiguous.
Concise authorization text describing what information can be shared, with whom, for what purpose, and any expiration or revocation terms.
Start and end dates or events that determine when the choices apply and when review or renewal is required.
Signer name, relationship to patient (if applicable), signature, date, and any witness or notary fields required by law or institutional policy.
Fields for capture method (paper, electronic), submitter identity, timestamp, and versioning to support later verification.
| Field | Configuration |
|---|---|
| Identity Check | Match MRN and DOB before allowing submission |
| Signer Authentication | Email + SMS OTP or institutional SSO |
| Conditional Fields | Show additional questions based on selections |
| Routing | Auto-notify clinician, HIM, and billing teams |
Choose sharing methods that preserve confidentiality and meet institutional policies and HIPAA rules.
Obtain list at intake or pre-visit, typically within 7 days
Confirm identity and preferences within 48–72 hours
Enter or attach completed list within 3 business days
Reconfirm choices at annual visits or major care changes
Process revocations immediately upon receipt
| 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 (Business Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |