Patient Identity
Full legal name, date of birth, medical record number, and government ID where available; ensures correct patient matching during emergencies.
A clear, signed permission form reduces treatment delays, documents patient or proxy intent, and creates an auditable record for clinical and legal review; it also supports HIPAA-compliant handling of protected health information when paired with the appropriate privacy safeguards.
Maintain a signed original in the medical record and provide copies to the patient or representative; update if the patient's status or wishes change.
Full legal name, date of birth, medical record number, and government ID where available; ensures correct patient matching during emergencies.
Name, relationship, contact phone, and legal basis (e.g., durable power of attorney) so staff can confirm authority to consent.
Specific treatments and interventions authorized (e.g., IV fluids, medications, blood transfusion, advanced airway) and any explicit limits.
Effective date and conditional end date or event (for example 'valid until revoked' or 'valid during current hospitalization').
Consent for sharing clinical details with named contacts or agencies during and after the emergency, with HIPAA caveats.
Signature, printed name, date/time, and witness or notarization fields if required by policy or state law.
| Field Template | Create a reusable template with mandatory signature and date fields. |
|---|---|
| Routing Order | Set signer order when multiple approvals or confirmations are required. |
| Authentication | Use email plus SMS code or ID verification for stronger signer attribution. |
| Recording | Enable audit trail and optional audio-video recording for high-assurance cases. |
| Retention Policy | Configure automatic export to EHR and secure storage for required retention periods. |
Verify platform HIPAA support through a Business Associate Agreement and confirm encryption, access controls, and audit trails meet your compliance needs.
Use the form at the point of emergency triage or when the patient becomes incapacitated.
Supply a signed copy to the treating facility and include in the EHR at intake.
Review and re-execute as clinical status or proxy relationships change.
Retain for 6 years from creation or last effective date (45 CFR §164.530(j)).
Follow any additional employment or state-specific retention rules as applicable.
Obtain signature and verify identity before relying on the consent.
Place signed form in the EHR and flag care team members.
Clinicians document treatments given under the authorization.
Store per retention policy with audit trail accessible for reviews.