Patient Data
Demographics, DOB, and contact details needed for matching results and public health reporting; accuracy prevents misrouting of lab notifications.
A uniform Healthcare TB Survey Form reduces clinical risk, standardizes decision points for testing and treatment, and creates an auditable record for occupational and public health obligations.
The form is completed or reviewed by clinical staff, occupational health teams, school nurses, and occasionally patients themselves when pre-visit screening is required.
Distribution and signature responsibility often depend on setting: employer health programs assign HR or occupational staff while clinical settings use medical assistants or clinicians to validate responses.
Coordinates employee screening programs, reviews survey responses for exposure risk, and orders TST/IGRA when indicated. They document follow-up testing, counseling, and work-place precautions in the employee health record and liaise with public health as required.
Manages intake workflows and ensures surveys are completed before visits. They confirm demographic accuracy, route forms to providers, and maintain retention and access controls consistent with HIPAA and institutional recordkeeping policies.
| Field | Configuration |
|---|---|
| Auto-fill patient data | Connect EHR to pre-populate demographics |
| Conditional fields | Show follow-up questions when exposure is flagged |
| Authentication | Use SMS or email code for signer identity |
| Routing | Auto-route signed forms to clinician inbox |
Ensure the chosen platform supports secure file formats, audit trails, and the authentication level your policy requires.
Demographics, DOB, and contact details needed for matching results and public health reporting; accuracy prevents misrouting of lab notifications.
Past TB exposure, travel, occupation, and household contacts help determine whether testing or chest imaging is indicated.
Record prior TST/IGRA dates, results, and completed treatments so clinicians can avoid unnecessary repeat testing.
Structured checkboxes for cough, fever, night sweats, and weight loss support prompt triage of potentially infectious patients.
Clear statement of consent for testing and data sharing, including documentation of refusal if applicable.
Designated provider signature block and space for orders, ensuring clinical accountability and a traceable action record.
Same-day clinician review for symptomatic or high-risk cases
Schedule TST/IGRA within 7 days of exposure when feasible
Notify patient within 48–72 hours of positive or urgent results
Report confirmed active TB per state rules without undue delay
File completed survey in medical record within 7 days
| 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 | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Verify with vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes (BAA available) | Yes (BAA available) | Verify with vendor | Verify with vendor |
A district clinic uses the survey at registration to identify students needing TST/IGRA.
An employer screens new hires with the form before placement.