Which forms commonly require electronic signature during Phreesia check-in?

• A. Insurance enrollment form only
• B. No forms require electronic signature
• C. Dietary preferences form
• D. Treatment consent, privacy acknowledgment, and financial policy

Answer: (D)

Electronic signatures are required on forms that create legally binding agreements or acknowledgments before care proceeds. The forms that commonly need an electronic signature during Phreesia check-in are the treatment consent, privacy acknowledgment, and financial policy. Treatment consent confirms that the patient agrees to the planned care and understands any risks, procedures, and alternatives. Privacy acknowledgment ensures the patient has been informed about how their health information will be used and protected under privacy laws, including receiving the privacy notice. Financial policy outlines responsibilities for payment, including copays, balances, and billing practices. These are all documents where a signature helps verify that the patient has been informed and agrees to the terms, which is why they’re typically signed at check-in. By contrast, dietary preferences are informational and don’t require a legal agreement, and an insurance enrollment form is usually handled earlier or through a different process, so it isn’t typically part of the standard check-in signature set.