Screening Protocols
Standardized symptom and exposure questions, temperature checks (if used), and criteria for testing referrals. Include frequency and documentation requirements.
A written Healthcare Covid Policies Form reduces uncertainty during an infectious event, ensures consistent decision-making, and documents compliance with public health and privacy obligations such as HIPAA and workplace safety rules. Clear policies protect patients and staff while creating an auditable record for regulators and payers.
Typical preparers include infection prevention teams, compliance officers, occupational health staff, and human resources.
Final signatories are usually an authorized clinical leader and an executive with operational authority to implement the policy.
Standardized symptom and exposure questions, temperature checks (if used), and criteria for testing referrals. Include frequency and documentation requirements.
Eligibility, mask and PPE expectations, escort requirements, and exceptions for end-of-life or caregiver visits with documentation steps.
Employee testing, work restrictions after exposure, remote-work options, paid leave or accommodation references, and return-to-work clearance criteria.
Isolation length, negative-test or symptom-based return criteria, work clearance process, and role-based modifications for clinical staff.
Internal reporting chain, required notifications to public health authorities, contact-tracing steps, and timing expectations for each action.
How PHI is protected under HIPAA, retention of exposure logs, access controls, and how disclosures are limited to the minimum necessary.
| Field | Configuration |
|---|---|
| Authentication | Email link | SMS code | multi-factor as needed |
| Required Fields | Make screening, signature, and effective date mandatory |
| Signer Order | Ensure clinical reviewer signs before executive approver |
| Integrations | Connect to EHR or document repository (e.g., Microsoft 365, Google Workspace) |
Ensure the platform supports PDF and DOCX upload, secure authentication, audit trails, and HIPAA-compliant handling when PHI is present.
Use a vendor certified for relevant compliance frameworks (HIPAA, SOC 2, ISO 27001) and confirm a BAA is available before including PHI in any e-submission workflow.
Isolate symptomatic or positive individuals immediately upon identification
Notify occupational health or designated contact as soon as possible, typically within 24 hours
Report cases to local public health per jurisdictional rules and timelines
Record work-related COVID-19 cases per OSHA recordkeeping rules (29 CFR §1904)
Review and update policy at least annually or when guidance changes
Clinical and legal draft finalized
Infection control, HR, and legal approvals obtained
Training delivered and acknowledgements recorded
Periodic compliance checks and updates scheduled
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Their clinical team needed a reliable way to collect approvals across multiple clinics
A nonclinical health services operator standardised visitor screening across locations
Provide final signed copies in PDF/A for archival and DOCX for editable master templates to meet organizational needs.
Attach flowcharts, testing algorithms, staffing contingency plans, and version history as appendices for operational clarity.
Enable bulk export of signed records and audit trails for legal holds and external inspections.
Restrict downloads to authorized roles and log all export activity for compliance review.