Patient Identification
Full legal name, date of birth, medical record number, and contact details to link the survey to the patient’s medical chart and avoid misattribution during care or billing.
A consistent survey improves clinical decision-making, helps document medical necessity for treatment and billing, and supports quality audits and regulatory reviews. Accurate entries reduce clinical risk and enable measurable process improvement.
Clinicians, wound care nurses, case managers, and quality staff commonly complete this survey at point of care or during post-visit review.
Receiving teams—billing, utilization review, and risk management—use the completed survey for claims support, audits, and incident follow-up.
A licensed clinician or wound care nurse documents assessment findings, treatment decisions, and signs the survey. Their entry establishes the clinical record and supports billing and audits; accuracy is essential to patient safety and payer review.
A case manager or utilization reviewer may attest to coordination actions and authorizations, confirm follow-up scheduling, and sign approvals for home health or durable medical equipment referrals tied to the wound care plan.
Full legal name, date of birth, medical record number, and contact details to link the survey to the patient’s medical chart and avoid misattribution during care or billing.
Detailed location, measurements (length/width/depth), wound bed description, surrounding skin condition, and staging when applicable to document baseline and changes.
Current dressing type, frequency of changes, topical or systemic therapies, debridement notes, and supplies required to justify orders and support continuity of care.
Recorded signs of infection (redness, warmth, purulence), cultures ordered, antibiotics prescribed, and escalation decisions for acute care referral.
Specific orders, clinical rationale, and measurable goals; include explicit start/end dates where applicable for treatment authorization and auditing.
Planned review intervals, wound photography dates, and responsible provider to ensure timely reassessment and to document adherence to care plans.
| Field | Configuration |
|---|---|
| Authentication | Email link plus optional SMS code or SSO for stronger identity |
| Notifications | Automated alerts to clinician, case manager, and charting team |
| Storage | Encrypted cloud storage with audit trail retention |
| Template Reuse | Save as reusable template with conditional fields for wound type |
Ensure any platform used supports secure transmission, audit trails, and appropriate access controls for protected health information.
Verify the vendor offers a HIPAA-compliant business associate agreement where required, audit logging, and role-based access to limit PHI exposure.
Complete the survey during the wound encounter when possible to ensure accuracy.
Enter findings within 24 hours if not completed at bedside.
Aggregate surveys should be reviewed weekly for care gaps and trends.
Conduct an annual records audit for coding and compliance accuracy.
Report adverse events to risk within 24 hours per internal policy.
| 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 | Varies | Varies | Varies |
| 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 | Varies | Varies |