Patient Identity
Full legal name, date of birth, and contact details to accurately match the consent to the medical chart and billing record.
A concise consent form reduces legal ambiguity, supports HIPAA privacy obligations, and documents patient choice for remote care.
Telehealth consent is used by clinicians, administrative staff, and patients or authorized representatives before or at the first remote encounter.
The form also serves billing, legal, and quality teams as a record of consent and platform disclosures.
Full legal name, date of birth, and contact details to accurately match the consent to the medical chart and billing record.
Concise statement of the types of telehealth services authorized, including permitted modalities such as video, telephone, or store-and-forward.
Explain how protected health information will be used, stored, and shared, and reference HIPAA protections and any applicable organizational policies.
Identify the telehealth platform, required devices, and any limitations or known risks related to connectivity or third-party services.
Describe steps if urgent in-person care is needed, including local emergency contacts and instructions for immediate assistance.
State how consent can be withdrawn, whether consent expires, and any procedures for re-consent if treatment changes.
| Field | Configuration |
|---|---|
| Signature Field | Required; date auto-fill enabled |
| Authentication | Email link or SMS code |
| Notifications | Email to patient and clinic |
| Storage | Auto-save to EHR / document repository |
Verify platform compatibility, authentication methods, and secure storage before issuing electronic consent.
Ensure the platform supports audit trails, HIPAA requirements, and retrieval for clinical or compliance review.
Obtain consent prior to delivering telehealth services
Re-consent when treatment scope or technology changes
Document consent during intake for episodic care
Acknowledge and document revocation promptly
Signed consent must be retrievable on request
Customize template for service and jurisdiction.
Send secure link or present on intake device.
Capture signed consent and timestamp.
Store in EHR with audit trail and access controls.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | 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 |