Contact Channels
Captures preferred phone numbers, email addresses, mailing address, and whether SMS/text is permitted; includes verification steps to ensure accuracy.
Recording preferences reduces accidental disclosures, aligns outreach with patient expectations, and improves appointment adherence. It creates a clear audit trail showing the patient’s consent and limits for electronic and traditional communications in compliance with HIPAA and state privacy rules.
Healthcare teams, administrative staff, patients, and authorized representatives use the form to set and apply communication rules.
Documented preferences should be accessible to all relevant staff and updated when circumstances or legal representatives change.
Captures preferred phone numbers, email addresses, mailing address, and whether SMS/text is permitted; includes verification steps to ensure accuracy.
Specifies whether appointment reminders, billing statements, lab results, or general health information may be sent through each chosen channel.
Designates one or more authorized contacts and clarifies the limited circumstances under which they may receive health information.
Captures named individuals or organizations authorized to receive protected health information and the scope or expiration of that authorization.
Includes affirmative consent language for electronic communications, the consumer disclosure required under ESIGN for consumer-facing records, and instructions to revoke consent.
Records who collected the preference, collection method (in person, phone, portal), date/time, and any identity verification performed.
Ensure the platform capturing preferences supports secure storage, access controls, and audit logging.
Platforms used for e-submission should be HIPAA-capable (BAA signed), support ESIGN/UETA legal tests, and provide secure export for retention and audits.
Acknowledge receipt within 1 business day.
Apply preference changes within 24–72 business hours to all operational systems.
Emergency contact or do-not-contact flags should activate immediately.
If verification is needed, complete within 3 business days.
Provide preference records on request per internal policy and legal obligations.
| 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 envelope cap | 100 envelopes/user/year | Varies | Varies | Varies |