Start with who was hurt. Each injured person gets their own HIPAA form, and a parent or guardian signs for anyone under 18.
A short account is enough. An attorney will go over the details with you.
Read both documents before signing. Highlighted text comes from your answers.
Send without signatures? The office will send the agreement and HIPAA form to the client through DocuSign to sign. Use this only when the client isn't with you.
Your signature goes on the Attorney Engagement Agreement with today's date and time.
This lets your doctors and hospitals send your records and bills to the firm. Sign again below.
Sending the signed engagement agreement and HIPAA authorization to intake@saxtonfirm.com.
The saved PDF has both signed documents, the intake answers, and a signature record. Nothing is kept on this device once you start a new client.
Clear this client? Make sure the PDF was saved first. This can't be undone.