Provider Identification
Full clinic name, billing TIN if applicable, business address, phone, and contact person for settlement communications.
A properly completed chiropractic lien preserves the provider’s right to recover unpaid medical charges from a settlement or judgment and creates a clear record of services and outstanding balances under state lien statutes and contract principles.
Understanding each party’s role helps ensure liens are timely filed, properly served, and resolved within settlement negotiations or court orders.
The treating chiropractor or an authorized billing officer signs on behalf of the clinic. Include title and authority to bind the practice for collection; attach a corporate resolution if signing for a legal entity.
The patient or authorized representative (guardian/POA) must sign any patient consent to a lien. The patient’s signature documents agreement to lien placement and often authorizes release of medical records to insurers and counsel.
Full clinic name, billing TIN if applicable, business address, phone, and contact person for settlement communications.
Patient full legal name, date of birth, and case reference (claim number, policy number, attorney name) to link the lien to the correct file.
Summary of treatment dates, CPT or procedural codes if used, and brief clinical description connecting care to the injury.
Itemized or summarized outstanding balance, dates covered, and any contractual write-offs or agreed rates.
Statement of lien authority (statutory or common-law assignment) and where to file or serve the lien per state rules.
Provider signature, printed name, title, date, and patient signature or authorization when required by state law.
| Field | Configuration |
|---|---|
| Required Fields | Make provider, patient, dates, balance, and signatures mandatory |
| Signer Order | Patient consent before provider signature when patient authorization is necessary |
| Authentication | Use email + SMS code or ID evidence for higher-accuracy signer attribution |
| Storage | Auto-save final PDF with audit trail and backup copies |
Retain signed copies in encrypted storage and verify that the chosen platform supports legal admissibility and retrieval for audits.
Varies by state; file as soon as liability is known to preserve priority
Serve insurer promptly after filing to trigger insurer involvement in settlement
Expect 30–90 days for insurer review and acknowledgement in routine cases
If required, record with the court clerk per local filing rules
Some states require periodic renewal or re-filing to preserve liens
A clinic treated a patient after a motor vehicle collision and recorded a lien to preserve payment rights
A patient consented to a lien to continue care without up-front payment
Store a locked, time-stamped PDF/A containing the executed lien and audit trail for court or insurer submissions.
Keep an editable version for internal edits and record-keeping prior to final execution.
Retain the platform’s execution certificate showing timestamps, IPs, and authentication used during signing.
Bundle itemized invoices, clinical notes, and authorizations as separate PDFs or annexes for quick review.
| 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 | Yes, 7-day | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| 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 |