Assessment
History, physical findings, comorbidities, and baseline labs (including HbA1c, renal function) with dates and source of results for clinical decision-making.
A clear protocol reduces variation in treatment, documents informed consent and clinical decisions, supports continuity across providers, and helps teams meet regulatory and payer requirements. It also creates an auditable record for quality measurement and reimbursement while enabling secure electronic workflows governed by ESIGN and state e-signature laws.
Typical users span clinical, administrative, and patient roles; each has distinct responsibilities when completing and signing the protocol.
Multiple signatures may be required depending on organization policy; ensure each signer has appropriate authority and authentication.
History, physical findings, comorbidities, and baseline labs (including HbA1c, renal function) with dates and source of results for clinical decision-making.
Individualized blood glucose and HbA1c goals documented with rationale, accounting for age, comorbidities, hypoglycemia risk, and patient preferences.
Specific medication names, doses, timing, titration rules, and contingency instructions for hypo- or hyperglycemia events; include order date and prescriber.
Frequency of self-monitoring, CGM settings if applicable, lab follow-up intervals, and thresholds triggering clinical contact or medication changes.
Documented diabetes education topics provided, materials given, patient understanding, and referrals to diabetes education programs when indicated.
Signatures and dates for patient consent, clinician authorization, and any delegated caregiver permissions, plus an audit trail for revisions.
| Field | Configuration |
|---|---|
| Authentication Method | Email link + optional SMS code |
| Template Fields | Conditional dosing fields and required consent blocks |
| Audit Trail | Enable timestamps, IP capture, and signer attribution |
| Integrations | EHR export (PDF), Google Workspace, Box |
Confirm platform support for secure storage, audit trails, and required integrations before using an online protocol.
Use platforms that support HIPAA controls (BAA), TLS/AES encryption, and maintain an immutable audit trail to meet compliance requirements.
Complete within 24–72 hours of plan creation
Every 3 months until stable, then every 3–6 months
At each visit or on dose change
Annually or when treatment materially changes
Maintain records ready for payer or QA review
| 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 | Yes | Yes | Yes | Yes |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes (BAA) | Yes (BAA) | No | No |