Patient Identification
Captures legal name, preferred name, DOB, gender and government ID details to uniquely link the patient to the medical record and insurer.
A complete Patient Admission and Registration Form reduces registration errors, accelerates insurance verification and billing, documents informed consent, and creates a consistent clinical record. Using a compliant electronic workflow can shorten intake time and improve record legibility while maintaining HIPAA protections and meeting ESIGN/UETA requirements for enforceable signatures.
Typical users range from the patient and family members to administrative intake staff and clinical providers involved in admission.
Captures legal name, preferred name, DOB, gender and government ID details to uniquely link the patient to the medical record and insurer.
Collects primary and secondary payer names, policy and group numbers, subscriber details, and assignment of benefits for correct claims submission.
Includes consent for treatment, authorization to release information, financial responsibility acknowledgment, and HIPAA privacy notice receipt when applicable.
Summarizes chronic conditions, current medications, allergy list and any advance directives relevant to immediate care decisions.
Lists names, relationships and phone numbers for next of kin or designated contacts for notifications and discharge planning.
Provides dated signature area for patient or representative; supports handwritten or compliant electronic signatures with audit trail.
| Field | Configuration |
|---|---|
| Form Template | Custom fields, branded header, required markers |
| Conditional Fields | Show insurance or emergency fields only when relevant |
| Authentication | Email link, SMS code, or stronger methods |
| Integrations | EHR import, billing system, cloud storage |
Choose secure distribution channels that meet privacy rules and fit patient access preferences.
Enter registration data to the EHR on the day of admission.
Complete payer eligibility checks within 24–48 hours of admission.
Submit initial claims within 30 days of service for timely processing.
Provide a copy of signed forms to patients upon request within 30 days.
Ensure signed records are retained and accessible per retention schedule.
Collect demographics and insurance before the patient arrives.
Verify ID, confirm details, and update the EHR.
Nurse documents vital signs, allergies and reason for admission.
Finalize coding and submit claims to payers.
| 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 | Varies | Varies |
Fertility Centers adopted electronic patient intake to reduce turnaround on forms.
A smaller clinic used digital forms for remote patient onboarding.