Patient Information
Full legal name, date of birth, contact details, and insurance identifiers to match records and verify identity.
A complete intake form streamlines triage, documents consent for medical record retrieval, and establishes a dated record of the alleged event. It reduces information gaps that delay investigations and helps satisfy notice or pre-suit procedures where required by state law.
Intake forms are used by legal, clinical, and insurer teams to collect consistent case data before full investigation or litigation begins.
Completing the form promptly preserves facts, speeds record retrieval, and supports accurate evaluation of statute of limitations and pre‑suit requirements.
Full legal name, date of birth, contact details, and insurance identifiers to match records and verify identity.
Date, time, location, sequence of events, and immediate treatment to establish chronology and preserve evidence.
Names, specialties, facility names, and treating clinician contact details needed to request specific medical charts and notes.
Clear authorization language, expiration date, and scope of records to comply with HIPAA and enable retrieval.
Itemized medical bills, lost wages, and ongoing treatment descriptions for early damages estimation and expert referral.
Current attorney information, prior counsel, and whether patient has retained representation, plus signature blocks.
| Field | Configuration |
|---|---|
| Patient ID Field | Required; validate pattern |
| Authorization Checkbox | Must be checked before submit |
| Attach Documents | Limit: PDF, DOCX; max 50MB |
| Routing | Auto-send to intake queue |
Use platforms that support PHI protection, audit trails, and configurable authentication for signers.
Confirm the vendor offers a HIPAA BAA when PHI is transmitted, enforces AES-256 at rest and TLS in transit, and provides a tamper-evident audit trail for legal defensibility.
Preserve imaging, specimens, and notes as soon as possible.
Initiate within 30 days to avoid delays in expert review.
Notify counsel promptly; some states require pre‑suit notice.
Request complete records early; copies often take 30–90 days.
Varies by state, commonly 2–6 years; verify local law.
| 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 | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | Limit 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Used signNow to collect patient authorizations online and centralize forms for clinical teams.
Adopted a digital intake workflow to speed onboarding for partner clinics and vendors.