Client Information
Full legal name, date of birth, contact and emergency contact details to ensure correct patient identification.
A structured document ensures informed consent, consistent clinical records, and HIPAA-aligned handling of protected health information; it clarifies responsibilities and supports treatment continuity between clinicians, parents, and payers.
Typical users include clinicians, licensed therapists, clinic administrators, and parents or legal guardians who must consent to treatment on behalf of a minor.
Accurate completion by each role protects patient rights, supports billing and reimbursement, and reduces regulatory risk for the provider organization.
Full legal name, date of birth, contact and emergency contact details to ensure correct patient identification.
Signed consent for treatment, release of information, and limits on data sharing, including guardian signature for minors.
Presenting issues, measurable goals, planned interventions, and expected session frequency and duration.
Session date, techniques used, observable responses, and clinician assessment of progress toward goals.
Behavioral risk indicators, emergency procedures, and mandated reporter disclosures when required.
CPT/ICD codes, payer information, and any client financial responsibility or sliding-scale terms.
| Field | Configuration |
|---|---|
| Signature Field | Required; enable signer email and timestamp capture |
| Initials Field | Optional; place near high-risk consent items |
| Attachment Field | Allow upload for supporting documents or prior assessments |
| Routing | Automatic copy to clinical record and guardian email |
Ensure your platform supports secure formats, common integrations, and adequate signer authentication before enabling e-signatures.
Confirm the platform can produce a tamper-evident audit trail and supports any required BAAs or access controls before use.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies | Varies |
A therapist completes intake and guardians sign school release forms online
A guardian signs treatment consent and HIPAA authorization before the first session
Document within 24–72 hours after each session for clinical accuracy
Review or renew consent annually or when treatment changes
Update emergency contacts immediately after notification
Provide records within 30 days when legally requested
Conduct periodic retention audits every 1–2 years
Collect demographic and guardian data at first contact
Secure and record guardian signature prior to treatment
Record objectives and progress after each therapy session
Document closure summary and archive per retention policy