Parties
Identify provider, practice, and patient with legal names and contact details to establish responsibility and point of contact.
A concise Telehealth Agreement reduces clinical, legal, and operational risk by documenting patient consent, technical requirements, and privacy safeguards under ESIGN/UETA and HIPAA standards.
Primary users include clinicians, practice managers, patients or caregivers, and telehealth platform administrators.
Proper completion helps maintain billing eligibility, payer compliance, and defensible consent records.
Identify provider, practice, and patient with legal names and contact details to establish responsibility and point of contact.
Describe which clinical services are available via telehealth and any limitations compared with in-person care.
List approved platforms, minimum technical requirements, and contingency plans for failed connections or degraded audio/video.
State risks/benefits of telehealth, alternatives, and the patient’s right to withdraw consent at any time.
Detail how PHI is protected, whether a BAA is in place, and data retention practices aligned with HIPAA.
Explain fee policies, insurance billing, and procedures for urgent or emergency situations during remote visits.
| Field | Configuration |
|---|---|
| Patient Info | Populate from intake form or EHR integration |
| Authentication | SMS OTP or portal login per policy |
| Signature Field | Require signature and date; lock after signing |
| Routing | Auto-route to clinician, billing, and archive |
Confirm the eSignature platform supports secure uploads, audit trails, and integrations with your EHR and cloud storage.
Choose a platform that can supply a HIPAA BAA, maintain tamper-evident audit trails, and export signed documents to the EHR or secure archive without manual rekeying.
| 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 by offer | Varies by offer | Varies by offer | Varies by offer |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Obtain and document patient consent before the first telehealth encounter
Execute a Business Associate Agreement before disclosing PHI to vendors
Reconfirm telehealth consent and contact information at least annually
Retain audio-video RON recordings per state rules, commonly 5–10 years
Notify affected parties and HHS per HIPAA breach rules, typically within 60 days of discovery
A multi-site fertility clinic standardized consent across providers to enable remote follow-ups.
A regional school district adopted telehealth consent for student counseling sessions.