Patient identification
Full legal name, DOB, address, and contact details to match medical records and support accurate identification across systems and payers.
A complete form clarifies scope of services, documents consent for remote care, reduces clinical and legal risk, and creates an audit-ready record that supports reimbursement, licensure compliance, and HIPAA obligations.
Full legal name, DOB, address, and contact details to match medical records and support accurate identification across systems and payers.
Clear description of telehealth modality, risks, benefits, alternatives, and limits to confidentiality to document patient understanding and choice.
Scope, frequency, session length, recording policies, and cancellation rules so both parties have a shared operational framework.
Statements on encryption, data handling, business associates, and steps taken to protect PHI in remote sessions and stored records.
Local emergency contact procedures, patient location at time of session, and consent to contact emergency services if needed.
Signature block for patient and provider, date fields, and optional witness or guardian signature where state or organizational policy requires it.
| Field | Configuration |
|---|---|
| Authentication method | SMS code or email link with optional KBA |
| Recording consent | Checkbox required if sessions are recorded |
| Attachments allowed | Enable ID upload and clinical attachments |
| Storage destination | EHR or encrypted cloud folder |
Confirm integration and format support to route signed records into clinical systems and backups.
Obtain signed consent prior to the initial telepsychology session
Use MM/DD/YYYY; governs service start and obligations
Retain records for 6 years (45 CFR §164.530(j))
Process revocations promptly and document receipt
Adhere to payer filing deadlines to avoid denials
| 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 credit card required | Verify with vendor | Verify with vendor | Verify with vendor | Verify with vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The team integrated e-sign for patient intake and consent to streamline workflows and reduce in-person steps.
Enterprise compliance needs required SOC 2 and clear ESIGN/UETA alignment for remote workflows.
Assign clear responsibilities for preparation, verification, signing, and retention to reduce process gaps.
A licensed clinician signs to attest to the planned treatment and the limits of remote care. The clinician documents the session plan, emergency protocols, and any clinical contraindications for telehealth, and retains the completed consent in the clinical record.
The administrator configures the e-sign workflow, ensures vendor BAAs are in place, maps signed forms to the EHR, and enforces retention schedules and access controls to meet HIPAA and organizational policies.