Child Identity
Full legal name, date of birth, student ID, and current address to match school and medical records and avoid misidentification during evaluation.
A fully completed CPSE Evaluation Consent Form documents informed consent, protects patient privacy under HIPAA (with a BAA where required), and establishes the legal basis to proceed with diagnostic evaluations and information sharing among providers.
The form is completed by parents or legal guardians and reviewed by school or healthcare staff before any evaluation begins.
Clear role assignment on the form prevents delays and ensures evaluations proceed with proper authorization.
Full legal name, date of birth, student ID, and current address to match school and medical records and avoid misidentification during evaluation.
Name, relationship to child, phone and email contact, and emergency contact information so staff can coordinate appointments and follow-up.
A clear list of assessments being authorized (e.g., speech, occupational, developmental, medical review) including any limits or exclusions.
Specify whom records may be shared with, the purpose of disclosure, and the expiration or revocation conditions for the release.
Signature, printed name, and date for the parent/guardian and a place for a school or clinician witness or verifier, if required.
Documenting referral source, evaluation deadlines, interpreter needs, and any accommodations requested for the evaluation process.
| Field | Configuration |
|---|---|
| Required Fields | Make child name, DOB, guardian name, signature required to prevent incomplete submissions |
| Conditional Sections | Show interpreter or medical history fields only when parent selects 'Yes' to related questions |
| Authentication | Use email or SMS code for basic identity; consider stronger verification for HIPAA-sensitive releases |
| Audit Trail | Enable timestamp and IP capture for every signature and major field change |
Use platforms that support secure e-signature, audit trails, and HIPAA controls when PHI is included.
Ensure any eSignature vendor offers a HIPAA-compliant workflow with a BAA where PHI is processed and retained.
Consent must be obtained prior to conducting any evaluation or accessing protected health information.
Scheduling is typically handled within 2–6 weeks after receipt of signed consent depending on caseload.
Most multi-disciplinary evaluations are completed within several weeks to a few months after evaluation begins.
Written evaluation reports are usually provided within the district's standard timeframe for special education reports.
Parents may revoke consent in writing; revocation does not retroactively negate properly completed prior evaluations.
District or provider documents signed consent and opens the evaluation record.
Appointments for testing and clinical observations are arranged and communicated to the family.
Clinicians complete testing, observations, and medical reviews as authorized.
Evaluation report is prepared and an eligibility/IEP meeting is scheduled to review findings.
A parent signs online to authorize speech and developmental testing
A clinician requests medical records via attached release language
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |