Patient Details
Full name, date of birth, address, phone, and medical record number to match clinic and school records.
A consistent Kids Sight Form helps ensure reliable screening, clear consent, and documented referrals while supporting HIPAA requirements for protected health information and ESIGN/UETA compliance for electronic signatures.
The form is completed by clinical staff during screening and shared with caregivers and primary care providers to record results and next steps.
Use distribution rules and access controls to limit PHI exposure to authorized parties only.
Full name, date of birth, address, phone, and medical record number to match clinic and school records.
Visual acuity (each eye), method used, instruments, screening distance, and pass/fail indicators with measured values.
Notes on red reflex, strabismus (cover/uncover), pupils, and any observed abnormalities or behaviors.
Clear consent language for screening, data sharing, and referral; signature and relationship to child recorded.
Recommended next steps: urgent referral, routine ophthalmology follow-up, or re-screen interval with contact details.
Date/time stamps, screening staff name and credentials, device ID if applicable, and signing metadata for legal record.
| Field | Configuration |
|---|---|
| Patient Lookup | Integrate with EHR or roster import to pre-fill demographics |
| Conditional Fields | Show referral fields only when screening fails |
| Signature Order | Require caregiver signature before staff attestation |
| Notifications | Email or secure message to PCP and caregiver on completion |
Ensure platform audit logs and retention settings meet your organization’s policies before using for patient-facing workflows.
Screening results documented and caregiver notified at the visit
Urgent referrals should be contacted within 48–72 hours
Send signed form to PCP within 7 calendar days
Store signed records according to HIPAA and state rules (see retention guidance)
Allow 30 days for minor corrections to the record upon documented request
Staff documents results, captures caregiver consent, and records immediate advice.
Caregiver receives a signed copy and referral instructions.
Referral is placed with ophthalmology if indicated and appointment assistance offered.
Primary care receives the signed screening record for the child’s chart.
| 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 | Trial available | Trial available | Trial available | Trial available |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A district nurse screens 300 students per month using the form to capture results and consent
A mobile clinic captures data at a fair and uses tablets for e-signature