Patient Identification
Full legal name, date of birth, medical record number, and emergency contact are collected to match surgical scheduling, verify identity at check-in, and reduce wrong-patient risk during perioperative workflows.
A well-structured booklet reduces last-minute cancellations, consolidates consent and medication reconciliation, supports clinician communication, and creates a clear audit trail for informed consent and HIPAA-compliant recordkeeping, improving patient safety and scheduling reliability.
Clinical teams distribute and review the booklet while patients and caregivers complete and return required items.
The booklet is a shared document used by scheduling staff, nursing, anesthesia, surgeons, and medical records to ensure consistent pre-op readiness.
Full legal name, date of birth, medical record number, and emergency contact are collected to match surgical scheduling, verify identity at check-in, and reduce wrong-patient risk during perioperative workflows.
A detailed list of current prescriptions, over-the-counter drugs, supplements, and anticoagulants with clear stop/hold instructions to avoid adverse drug events and guide anesthesia planning.
Fasting times, bowel prep (if applicable), arrival window, parking/entrance directions, and what to bring to ensure the patient arrives prepared and the surgical schedule remains on time.
Procedure-specific informed consent language, anesthesia consent, blood transfusion authorization, and any special disclosures required by the facility or state law for high-risk procedures.
Past surgeries, allergies, implanted devices, chronic conditions, and recent infection or COVID history so clinicians can identify perioperative risks and tailor monitoring needs.
Contact numbers, parking, post-anesthesia instructions, expected recovery location, and instructions for caregiver pickup to streamline discharge planning and reduce patient anxiety.
| Template | Create reusable booklet template |
|---|---|
| Conditional Fields | Show fields only when relevant |
| Signer Authentication | Email or SMS code verification |
| Notifications | Auto-reminders to patient and staff |
| EHR Integration | Map completed PDFs to patient chart |
Confirm platform supports secure delivery, audit logs, and integration with clinical systems before using e-submission.
Booklet issued when procedure is scheduled
Provide final version 48–72 hours before procedure
Patient returns signed forms 24–48 hours before
Staff confirm completion on arrival
Record retention begins at signing
| 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 varies | Trial varies | Trial varies | Trial varies |
| 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 | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |