Patient Identifiers
Full name, DOB, medical record number, and contact information to ensure correct chart association and follow-up.
A concise, uniform questionnaire reduces intake variability, documents patient attestations, enables faster triage, and supports compliance with public-health reporting and HIPAA recordkeeping when managed securely. It also helps identify symptomatic individuals before arrival to reduce transmission risk in clinical settings.
Typical users span clinical and administrative roles as well as patients and authorized agents.
Assign clear responsibility for distribution, collection, and secure storage to reduce gaps and ensure enforceable consent records.
Full name, DOB, medical record number, and contact information to ensure correct chart association and follow-up.
Standardized list of symptoms with onset dates and severity scales to enable consistent triage across providers.
Recent close contact and travel history, including dates and locations, to assess transmission risk and reporting obligations.
Record vaccine type, dates, and booster information to inform testing strategy and isolation guidance.
Clear consent for screening, testing, and data sharing; consumer disclosures when electronic records replace paper per ESIGN requirements.
Explicit signer attribution with date/time, authentication method, and an immutable audit trail for legal and clinical records.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS OTP, or staff-verified ID |
| Conditional Fields | Show follow-ups based on symptom answers |
| Required Fields | Enforce key identifiers and consent |
| Notifications | Alert staff on positive symptom submissions |
Ensure the eSubmission platform supports secure formats, integrations, and authentication used by the organization.
Send 24–72 hours before scheduled appointment to allow completion.
Require submission at least 4–12 hours prior to in-person arrival when feasible.
Allocate 30–90 minutes daily for triage and follow-up.
Immediate clinician review and isolation instructions same day.
Report per local health department timelines and protocols.
| 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 | Available (Business Premium) | Depends on plan | Depends on plan | Depends on plan | Depends on plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | Varies | Varies |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A midsize clinic replaced paper intake with an online questionnaire to centralize screening and consent.
A private practice used electronic screening for pre-visit triage and to flag symptomatic patients for telehealth.