Patient Identity
Full legal name, date of birth, and a unique patient or medical record number to ensure accurate matching across systems and records.
The statement provides a standardized, auditable record of vaccination and consent that supports clinical decisions, regulatory compliance, and institutional policies. When properly completed and preserved, it helps demonstrate informed consent and meets electronic record standards under ESIGN and state electronic transaction laws.
Each user group has distinct documentation and retention needs; ensuring the form captures required fields reduces downstream administrative work and legal uncertainty.
Full legal name, date of birth, and a unique patient or medical record number to ensure accurate matching across systems and records.
Vaccine product name, manufacturer, lot/batch number, dose number, and site of administration to support follow-up and adverse-event tracing.
Exact date of each dose recorded in MM/DD/YYYY format to verify timing and meet clinical schedule requirements.
Name, credentials, organization, and signature or electronic attestation from the vaccinating clinician or authorized staff member.
Clear language indicating informed consent or refusal, including any conditions discussed and the patient’s acknowledgment.
Option to attach vaccination card image, medical record extract, or state immunization registry confirmation for verification.
| Field | Configuration |
|---|---|
| Required Fields | Make identity and vaccine fields mandatory |
| Authentication | Use email or SMS code verification |
| Attachment | Allow image uploads for vaccination cards |
| Retention Policy | Set retention per HIPAA and state rules |
Ensure the platform can export signed PDF/A records, produce audit trails, and meet HIPAA or other industry-specific controls before live use.
Collect consent and identity at pre-vaccination intake.
Record date and lot for every administered dose.
Obtain during onboarding or per company policy.
Submit before term start if required by institution.
Report to registry per local health department timelines.
| 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 | 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 |
Introduced a standardized electronic vaccination statement across clinics
Switched to an electronic statement for contractor vaccination checks