Identification
Principal and agent names, addresses, and contact details clearly stated to avoid ambiguity.
This document preserves your ability to direct medical care through a trusted agent, reduces uncertainty for family and providers, and helps ensure that your treatment preferences are followed if you cannot speak for yourself.
People planning for future incapacity, families coordinating care, and healthcare proxies frequently use this document.
Lawyers, primary care teams, and hospice providers also commonly review or request this form to confirm authority and avoid disputes.
| Field | Configuration |
|---|---|
| Signature | Require signer signature and date |
| Witness | Add witness signature fields when state requires |
| Notary | Reserve for RON or in-person notarization |
| HIPAA release | Attach as separate consent checkbox |
Ensure the signing platform supports required authentication, audit logs, and EHRS delivery methods before e-execution.
Confirm the platform supports HIPAA workflows (BAA), preserves the audit trail, and can supply certified signed PDFs to clinical teams.
Often completed in one session; allow 15–30 minutes
Allow 1–5 business days for medical records processing
Immediate for in-person; same-day for RON sessions
Providers typically update chart within days
Effectiveness upon delivery to provider or agent
Document signed with witnesses or notarization as required.
Send copies to agent, family, and primary providers.
Provider files document into the electronic medical record.
Agent receives formal notice and guidance to act when needed.
Principal and agent names, addresses, and contact details clearly stated to avoid ambiguity.
Specific powers granted, including authority to access records and make life-sustaining treatment decisions.
Language setting when the agent's authority begins and whether it is immediate or conditional on incapacity.
A separate authorization allowing the agent to obtain protected health information from providers.
Principal signature plus witness and/or notary acknowledgments as required by state practice.
Instructions describing how to revoke the appointment and how revocation is communicated.
Documents specific treatment preferences and life-sustaining treatment choices to guide the agent and clinicians.
Sets out end-of-life care preferences that complement the agent's decision-making authority.
Allows the agent to access medical records and communicate with providers about the principal's care.
Provider-signed orders (e.g., DNR, POLST) to operationalize expressed treatment preferences.
A 78-year-old completes the form naming a daughter as agent to manage hospital choices
A patient with progressive ALS designates a trusted friend as agent to coordinate care
| 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 | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |