New patient consents, care plans and attorney liens, signed
A new chiropractic patient fills out more paper than they expect: consent to adjustment, the financial policy, an insurance assignment, sometimes an X-ray questionnaire and a care plan. Personal injury cases add a lien that the patient's attorney has to sign too. SignMaster gets the business side of that paperwork signed before the patient walks in, and routes the lien to everyone who needs to sign it, in order.
Updated November 5, 2026 · 4 min read
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The paperwork in a chiropractic office
- Consent to chiropractic care: what an adjustment involves, the risks your consent explains and the patient's right to refuse. See the chiropractic consent form.
- Financial policy: what the patient pays at each visit, how insurance balances are handled and your missed-appointment fee.
- Assignment of benefits: permission for the insurer to pay your office directly.
- Privacy notice acknowledgment: a signed receipt of your Notice of Privacy Practices.
- X-ray questionnaire: including a pregnancy question for patients who could be pregnant.
- Care plan agreement: the visits recommended, the package price and what happens if the patient stops early.
- Personal injury lien: the patient and their attorney agree that your bill is paid from the settlement.
Before the first visit
Combine the consent, the financial policy, the assignment of benefits and the privacy acknowledgment into one envelope, SignMaster's word for one send: one or more documents going to one or more signers. Email it when the appointment is booked. The patient signs on their phone without an account, initials the missed-appointment fee, and you get the signed copy with its certificate of completion before they arrive.
Under HIPAA's privacy rule, a provider with a direct treatment relationship must make a good-faith effort to get the patient's written acknowledgment that they received the privacy notice, and document why if they couldn't. A signed acknowledgment in the new patient envelope covers that effort.
Keep clinical records in your EHR
SignMaster doesn't claim HIPAA compliance. Most chiropractic offices are covered entities, so check with your compliance adviser before sending any form that holds health history, and keep exam findings and SOAP notes in your EHR.
Personal injury liens, signed in order
- 1
The patient signs first
Send the lien with the patient as the first signer. They agree that your fees come out of any settlement and that they stay responsible if there's none.
- 2
The attorney signs next
Signing in order passes the lien to the attorney only after the patient signs. The attorney opens the link on any computer, without an account, and signs to agree to pay you from the settlement.
- 3
Your office countersigns
You sign last. Everyone gets the sealed PDF, and the certificate shows who signed when, from which IP address.
Set a sign-by date and automatic reminders so a lien doesn't sit unsigned in a law firm's inbox while the visits add up. If an attorney declines, they can give a reason, and you see it on the envelope.
Care plans and the front desk
Care plan agreements are where disputes start: a patient who paid for 24 visits and stopped after 10. Write the plan as a template with the number of visits, the package price and the refund rule as fields, and add a calculated field for the per-visit price. Present it at the report of findings and have the patient sign on the front desk iPad with Sign in person, or send it home with them to think it over.
Medicare patients may need Medicare's own advance notice for care Medicare won't cover. Use the government's current form and instructions for that notice.
Spanish-speaking patients see the signing page, emails and e-signature consent in Spanish, one of 6 languages. Translate your forms themselves where you need to.
Pricing for a practice
A solo practice runs on Solo at $15 a month with unlimited envelopes. Crew at $49 a month covers 5 people, so the front desk, the billing coordinator and associate doctors share templates. New workspaces get 14 days of Crew free. See every plan.
What SignMaster doesn't do
- It isn't an EHR and doesn't keep exam notes or X-rays.
- It doesn't bill insurance, track lien balances or take payments.
- It emails signing links. You can copy a patient's link and text it.
Questions? Answers.
Can new patients sign intake paperwork before they arrive?
Yes. Email the new patient envelope when they book. They sign on any phone or computer without an account, and you get the signed PDF before the visit.
Can an attorney sign a personal injury lien electronically?
Yes. Add the attorney as the second signer with signing in order. They sign from a link after the patient, and your office countersigns last.
Is SignMaster HIPAA compliant?
SignMaster doesn't claim HIPAA compliance. Check with your compliance adviser about which forms can go through it, and keep clinical records in your EHR.
Can patients sign on an iPad in the office?
Yes. Start in-person signing and hand over the iPad. In the iPhone and iPad app, only your Face ID or passcode leaves signing mode.