Scope
Define covered populations, assessment settings (in-person, telehealth, workplace), and types of evaluations included under the policy.
A written policy reduces variation in care, protects patient privacy, and documents organizational responsibilities. It helps meet HIPAA documentation requirements, speeds decision making, and lowers legal and clinical risk by defining consent, data custody, and review timelines.
The policy serves stakeholders across clinical, administrative, and legal teams and supports consistent handling from intake through record retention.
Manages policy enforcement, assigns assessment roles, and reviews aggregated results for workplace safety programs; typically signs policy approvals and authorizations for work-related screenings.
Provides clinical oversight for assessment tools and individual care decisions; signs clinical attestations or medical clearance statements where required by the policy.
Define covered populations, assessment settings (in-person, telehealth, workplace), and types of evaluations included under the policy.
Specify required informed consent language, consumer disclosure for electronic records (15 U.S.C. §7001(c)), and procedures to withdraw consent.
List approved screening instruments, scoring rules, and sources of clinical guidance for interpretation and thresholds for referral.
Detail how protected health information is captured, stored, shared, and encrypted, and when a Business Associate Agreement (BAA) is required.
State retention periods, access controls, and procedures for record requests and audit trails to support compliance.
Describe timelines for clinician review, referral thresholds, incident reporting, and corrective action workflows.
| Field | Configuration |
|---|---|
| Signature Field | Require signer name, date, and reason; enable audit trail. |
| Authentication | Use email link or SMS code; use stronger KBA for high-risk cases. |
| Conditional Fields | Show referral questions only when threshold triggers are met. |
| Document Storage | Save signed PDF to EHR and backup secure storage. |
Choose configurations that preserve audit trails, allow BAAs, and meet regulatory encryption and access-control requirements.
Complete within 72 hours of referral or intake
Specialist referral within 24–48 hours for high-risk findings
Document review and signature within 7 business days
Report workplace incidents to compliance within 3 business days
Periodic audit of samples every 30 days
Intake team logs request and assigns a clinician.
Clinician completes screening and documents findings.
Clinician documents treatment plan or referral.
Signed record archived and retention clock started.
John Butler, Founder, reports streamlined signature workflows for patient intake
Brian Fitzgibbons, COO, describes simplified external signing
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |