Patient ID
Full legal name, date of birth, and medical record number to unequivocally link the directive to the correct patient and chart.
A consolidated form reduces confusion during emergencies, creates a clear legal record of patient preferences, and supports continuity of care. Proper completion lowers clinical and liability risk, facilitates rapid access to directives, and—when compliant with HIPAA and ESIGN/UETA—can be executed electronically for secure, auditable storage.
Typical participants involved in completing and relying on the form include clinical staff, patients, and legally authorized representatives.
Clear role assignment and consistent recordkeeping reduce disputes and delays when urgent treatment decisions arise.
Full legal name, date of birth, and medical record number to unequivocally link the directive to the correct patient and chart.
Clinician statement confirming the patient’s decision‑making capacity or, if lacking, documentation of the legal authority for a surrogate to act.
Clear yes/no selections and checkboxes describing specific interventions to withhold, such as CPR, intubation, or defibrillation.
Name, contact information, and legal authority of a proxy or healthcare agent authorized to make decisions if the patient is incapacitated.
Designated witness signature lines and notarization block if the state or facility requires authentication to validate the directive.
Patient and clinician signature fields with printed names, relationship, and dates; include space for initials on each page when used.
| Field | Configuration |
|---|---|
| Signature Fields | Place patient, clinician, and witness signature tags with date stamps |
| Authentication | Use email+SMS code or stronger ID proofing for high‑risk cases |
| Conditional Logic | Show surrogate fields only if patient lacks capacity |
| Notifications | Auto‑send copies to EHR inbox and designated proxies |
Ensure the signing platform supports secure PDF/DOCX handling, audit trails, and appropriate signer authentication.
At admission or before a procedure when treatment choices change.
Revisit directives after major diagnosis or capacity changes.
Use MM/DD/YYYY to establish when the directive takes effect.
Record revisions and replacement dates when a new form supersedes prior versions.
Make signed copy available to EMS and on‑call teams immediately.
| 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) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |