Patient identification
Include full legal name, date of birth, medical record number, and contact details to ensure the consent links correctly to clinical records and billing systems.
Include full legal name, date of birth, medical record number, and contact details to ensure the consent links correctly to clinical records and billing systems.
Specify the exact test, vaccine brand and dose, or treatment procedure, including any lot number or specimen type when applicable for traceability.
Provide a concise summary of likely benefits, common side effects, and rare serious risks so the patient can make an informed decision.
Document available alternatives, consequences of refusal, and any recommended follow-up if the patient declines the intervention.
Explain how protected health information (PHI) will be used or disclosed, including reporting to public health authorities and any registries.
Provide space for patient or authorized representative signature, printed name, relationship to patient if signing on behalf, and date/time of signature.
| Field | Configuration |
|---|---|
| Required fields | Make name, DOB, procedure, risks, and signature mandatory |
| Authentication | Use email + SMS code or stronger ID verification for delegated signers |
| Audit trail | Capture IP, timestamp, and consent method for each signing event |
| BAA and retention | Enable BAA-protected storage and set retention per policy |
Ensure vendor agreements include a Business Associate Agreement when PHI is processed and confirm audit-trail capabilities for compliance and auditing.
Attach signed consent to EHR the same day of service
Report cases per local health department timelines
Keep consent accessible for at least 3 years
Document any changes promptly with dated initialed addendum
Review records per retention schedule annually
Patient receives explanation and written materials about the procedure.
Confirm identity and eligibility before proceeding.
Patient signs and date/time is recorded.
Signed form is attached to EHR and archived securely.
A rural clinic uses a short consent for walk-in testing
A district sends electronic consent to parents for on-site vaccination clinics
| 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 | Varies by plan | Varies by plan | Varies by plan |