Contact Details
Full legal name, professional email, phone, mailing address. Use for confirmations, receipts, and certificate delivery.
A consistent registration form reduces administrative error, ensures regulatory information (such as HIPAA consent) is captured, and provides a clear audit trail for attendance and CE credits. It simplifies attendee communication and centralizes necessary documentation for audit and recordkeeping purposes.
Clear role assignments—who submits, reviews, and stores the form—help maintain compliance and reduce processing delays.
Responsible for publishing the form, verifying registrations, assigning session seats, and maintaining attendance lists. They ensure CE credits are tracked and coordinate invoice or payment reconciliation with finance teams.
Provides full legal name, license or credential numbers, employer, contact details, session selections, and any consent for PHI or photography. Their signature or electronic acceptance confirms attendance rules and data-sharing permissions.
Full legal name, professional email, phone, mailing address. Use for confirmations, receipts, and certificate delivery.
License number, issuing state, specialty, and employer. Required for CE reporting and professional recordkeeping.
Choose sessions or tracks, indicate in-person or virtual attendance, and select meal or accessibility options.
Payment method, invoice details, organization billing code, and any scholarship or waiver fields.
HIPAA consent if PHI is requested, photo release, data-sharing opt-in, and consumer electronic disclosure where applicable.
Signature block or eSignature field, date, and an audit trail capturing IP, timestamp, and authentication method.
| Field | Configuration |
|---|---|
| Confirmation Email | Auto-send after submit with PDF copy attached |
| Authentication | Email verification or SMS code for higher assurance |
| Conditional Fields | Show HIPAA consent only if PHI checkbox selected |
| Storage | Encrypted storage with access controls and audit trail |
Ensure selected channels support secure access, audit logging, and required integrations with systems like Salesforce, Microsoft 365, or Google Workspace.
Typically 7–14 days before the event for headcount and materials
Payment due upon registration or by the stated invoice date
Often 7–30 days before event, subject to organizer policy
Report CE attendance within the board’s required timeframe after event
Certificates usually issued within 7–30 days post-event
Organizer publishes form and opens registration portal ahead of promotion.
Attendees complete forms and submit payment before cutoff.
Organizers confirm attendance and session participation at event.
Issue certificates and submit CE reports to boards as required.
| 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 | Yes, 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |