Client Identification
Name, date of birth, address, phone, and unique program or medical record number.
Using a consistent Healthcare Health Promoters Form ensures accurate client records, clearer handoffs to clinical teams, and reliable program metrics for funding and oversight. It also helps demonstrate consent and service delivery for audits and quality improvement.
The form is completed by staff performing outreach and by administrative personnel responsible for intake, referrals, and reporting.
Completed forms are reviewed by clinical supervisors, data teams, and funders to verify services delivered and to ensure regulatory compliance.
Name, date of birth, address, phone, and unique program or medical record number.
Date, time, location, reason for visit, and services provided during the interaction.
Brief fields capturing screening outcomes (e.g., behavioral health, social needs), with standardized codes where applicable.
Consent to receive services and any data-sharing authorization required under HIPAA or program policy.
Referrals made, appointment scheduling, referrals accepted by client, and responsible staff.
Signed and dated lines for the client (or authorized representative) and the promoter; initials for each form page if needed.
| Field | Configuration |
|---|---|
| Required Fields | Mark identifiers, consent, and signature as mandatory |
| Conditional Logic | Show referral fields only when indicated |
| Data Validation | Enforce MM/DD/YYYY and phone formats |
| Routing | Auto-send completed form to clinical inbox or case manager |
Choose a platform that secures PHI, creates an audit trail, and supports conditional fields and mobile use.
Documented consent should state effective and expiration dates where required
Complete referral outreach within program-defined window (often 7–14 days)
Submit monthly program aggregates per funder deadlines
Report critical incidents per organizational policy within 24–72 hours
Respond to client record requests per state law timelines
Form completed and signed at point of contact.
Supervisor verifies entries and signs off.
Form added to electronic record or case file.
Deidentified data exported for monthly reporting.
A mobile team documents screening and referrals during a health fair to connect underserved clients to primary care
Health promoters collect parental consent for in-school vision screening and record outcomes