Patient ID
Full legal name, date of birth, medical record number, and contact information to uniquely identify the individual and avoid releasing the wrong record.
A complete, readable RHA Form reduces delays in care coordination, clarifies scope of information shared, and supports HIPAA-compliant disclosures.
The form is used by patients and a range of healthcare and administrative professionals depending on the request scenario.
Roles vary by workflow; ensure the signer has legal authority and the receiving party is identified precisely to avoid improper disclosures.
Patient or legally authorized representative (guardian, power of attorney) signs to authorize release. Confirm identity and authority before processing; mismatches can require re-execution.
Designated medical records staff verify request scope, apply any redactions required by law, log the release, and retain the RHA Form as part of the record retention schedule.
Full legal name, date of birth, medical record number, and contact information to uniquely identify the individual and avoid releasing the wrong record.
Clear, specific description of records or date ranges (for example: 'office notes 01/01/2020–12/31/2020' or 'lab reports') to limit scope and reduce unnecessary disclosures.
Reason for release such as treatment, billing, legal, or personal use. Specificity matters for downstream auditing and permissible redisclosure assessments.
Name, organization, and address (or secure transfer mechanism) of the person or entity that will receive the PHI to ensure records reach the correct party.
An explicit expiration date or event and instructions for revocation to limit how long consent remains effective.
Patient or authorized representative signature with printed name, date, and relationship; statement of authority when signed by a representative.
| Field | Configuration |
|---|---|
| Authentication | Email link; optional SMS code; KBA for higher risk |
| Conditional Fields | Show third-party release fields only if selected |
| Expiration Handling | Auto-calculate based on selection or manual input |
| Audit Trail | Capture IP, timestamp, signer device, and attachments |
Choose technology that preserves intent, attribution, and a reproducible record when collecting electronic signatures for PHI.
Ensure the chosen platform supports HIPAA workflows (BAA), audit logs, and secure storage for PHI to meet regulatory obligations.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A multi-clinic fertility center standardized an RHA template to consolidate records from referring physicians.
A hospital implemented conditional fields for attorney requests to capture case numbers immediately.
Provide access or a response within 30 days (45 CFR §164.524)
One 30-day extension allowed for complex requests
If unspecified, authorizations often default to one year by policy
Charge only reasonable, cost-based fees for labor and supplies where permitted
Revocations are effective upon receipt and should be documented