Service Scope
Describe types of counseling offered, session format (in-person, telehealth), expected frequency, and goals so clients understand treatment boundaries.
A concise Healthcare Counseling Disclosure clarifies responsibilities, sets patient expectations, and documents informed consent to counseling services and data practices.
Counseling practices, clinic administrators, school counselors, and independent therapists provide this disclosure to prospective and continuing clients prior to care.
Use the disclosure consistently during intake, when service scope changes, or before telehealth sessions to maintain clear records and evidentiary support for consent.
Describe types of counseling offered, session format (in-person, telehealth), expected frequency, and goals so clients understand treatment boundaries.
Explain confidentiality protections, circumstances that require disclosure (harm to self/others, abuse reporting), and how PHI may be shared with third parties.
State what PHI will be collected, how it is stored, how long records are retained, and whether data may be used for research or quality improvement.
Detail client rights to access records, request amendments, withdraw consent for uses, and the process for submitting privacy complaints.
List billing practices, insurance use, client financial responsibility, and policies for missed or canceled appointments.
Provide provider contact information, crisis response instructions, and guidance for after-hours emergencies or immediate safety concerns.
Use secure platforms that support audit trails, encrypted transport, and HIPAA controls when you collect electronic consent.
Ensure any chosen vendor provides a Business Associate Agreement for HIPAA-covered entities and documents signer attribution for legal validity.
Provide before first counseling session
Date recorded on the signed form
Effective upon provider receipt
Follow HIPAA and state rules
Respond per organization SLA
| Document Type | Counseling Disclosure | HIPAA Authorization |
|---|---|---|
| Purpose | service terms | permit phi release |
| Consent Required | ||
| Scope of PHI | limited to care | specific third-party release |
| Revocation | effective on receipt | effective on 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |