Patient Identification
Collect full legal name, DOB, MRN, contact details, and an identity verification method to ensure accurate record matching and downstream billing.
| Field | Configuration |
|---|---|
| Authentication Level | Email + SMS code or MFA |
| Conditional Fields | Show relevant clinical follow-ups |
| Notifications | Automated email confirmations |
| Data Export | Structured CSV or HL7/CSV transfer |
Determine file formats, signer authentication, and integration endpoints before sending the questionnaire.
Collect full legal name, DOB, MRN, contact details, and an identity verification method to ensure accurate record matching and downstream billing.
Capture chronic conditions, prior surgeries, allergies, and immunization history using standardized lists and checkboxes to reduce free-text variability.
Request current medications, dosages, and prescribing clinician. Accurate medication data reduces prescribing errors and supports reconciliation.
Include clear authorizations for treatment, information release, and research use where applicable, with explicit opt-in/out choices and signature fields.
Gather insurer name, policy number, subscriber information, and assignment-of-benefits consent to streamline claims processing and reduce denials.
Provide a dated signature block and a signer attest statement confirming accuracy; record electronic-signature metadata for legal compliance.
| 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 (Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |
The Healthcare Extended Questionnaire is completed and signed by a range of people across care settings, each with different responsibilities.
Use role-based access controls and signer authentication appropriate to each group to protect PHI and preserve legal validity.
A specialized clinic used the extended questionnaire to collect prior treatment histories and genetic screening info
A mobile health provider used digital questionnaires for on-site intake during community clinics