Parties & Consent
Identify all parties by full legal name, state whether the signer is an adult or legal guardian, and capture an unambiguous statement of informed consent to the described services and data handling practices.
A clear written agreement documents informed consent, sets confidentiality boundaries, authorizes information sharing where needed, and reduces misunderstandings. It helps protect survivor rights and supports compliance with privacy and mandatory reporting obligations under federal and state law.
Organizations and individuals working with survivors use this agreement to record services, consent, and data-sharing permissions.
Each signer should understand the agreement before signing and retain a copy; providers should follow applicable confidentiality and reporting rules.
An advocate completes the agreement with the survivor, explains confidentiality limits and services, documents consent for referrals, and secures signatures. The advocate also notes any mandatory reporting obligations discussed with the survivor.
A clinician documents clinical services, records consent for treatment and release of health information if needed, and ensures HIPAA-compliant handling of protected health information when signing or storing the agreement.
Identify all parties by full legal name, state whether the signer is an adult or legal guardian, and capture an unambiguous statement of informed consent to the described services and data handling practices.
Describe support types (crisis counseling, referrals, advocacy, medical accompaniment) with enough detail to set expectations about services provided and any limits or exclusions.
Explain confidentiality limits, how information is stored, who can access records, and exceptions such as mandatory reporting, court orders, or threats to safety.
State any legal reporting duties that may apply and explain when the provider must disclose information to law enforcement or child welfare authorities.
Include any authorizations to share records with third parties, specify recipients, and set expiration or scope limits for disclosures.
Define the effective date, term of the agreement, procedures to withdraw consent or revoke authorizations, and consequences of termination.
| Field | Configuration |
|---|---|
| Signature Field | Required; date-stamp enabled |
| Authentication | Email plus optional SMS code |
| Access Controls | Role-based access; restrict downloads |
| Audit Trail | Enable IP, timestamp, action log |
Use platforms that support secure authentication, tamper-evident signing, and controlled document storage.
Verify the chosen platform supports HIPAA if handling PHI, offers an audit trail for attribution, and can retain records securely for the required retention period.
Date signed activates permissions immediately
Specify how to revoke and expected processing time
Timeframe for responding to record requests
Report timelines vary by state and circumstance
Acknowledge receipt and store within 48–72 hours
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (premium) | 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 |