Scope
Define covered settings, patient populations, and types of infectious agents the policy addresses; note exceptions and escalation triggers.
A formal policy reduces transmission risk, clarifies staff responsibilities, supports regulatory compliance, and creates a consistent record for auditing and public health reporting. It also standardizes PPE use and patient placement decisions across shifts and locations, helping protect patients and staff while documenting institutional actions.
The policy is designed for clinical, operational, and public health audiences who manage infection prevention and patient placement.
Clear role definitions make training, auditing, and cross-department coordination faster and reduce ambiguity during an exposure event.
Define covered settings, patient populations, and types of infectious agents the policy addresses; note exceptions and escalation triggers.
Describe airborne, droplet, contact, and standard precautions with specific placement and ventilation guidance for each category.
List required PPE for each isolation type, donning/doffing steps, reuse rules, and waste disposal procedures.
Assign clinical, nursing, environmental services, and administrative responsibilities including who documents, notifies, and enforces isolation.
Specify required fields, EHR templates, notification logs, and retention rules to ensure auditability and continuity of care.
Set training frequency, trigger-based policy review cycles, and incident review procedures following breaches or exposures.
| Field | Configuration |
|---|---|
| Authentication | Use strong provider authentication (MFA) |
| Conditional Fields | Show isolation details when type selected |
| Notifications | Auto-notify infection control and occupational health |
| Retention | Set 6-year HIPAA retention default |
Use platforms that support secure document formats, audit trails, and integrations with clinical systems.
Apply isolation at point of suspicion without delay
Clinical assessment and order within one hour when possible
Enter isolation details in the chart within 24 hours
Report notifiable diseases per state timelines
Retain records per HIPAA and institutional policy
| 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 (Business Premium) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |