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Virgin Pulse Biometric Screening Form

Use a Virgin Pulse Biometric Screening Form template to make your document workflow more streamlined.

What the Virgin Pulse screening form covers

The Virgin Pulse Biometric Screening Form records health-screening information and participant consent for a workplace wellness process. A participant completes the requested identifying and screening fields, reviews the disclosure, and signs the finished record. An employer, benefits team, healthcare provider, or screening vendor may then retain the signed form according to its privacy and records policy. signNow supports the document workflow by importing the form, detecting fillable fields, routing it to the participant, recording signing events, and preserving the completed document with an audit trail.

Who uses the screening form

Employer benefits teams

Benefits teams distribute the Virgin Pulse Biometric Screening Form during workplace wellness enrollment, collect participant consent, and route completed records to authorized administrators without exchanging editable files.

Healthcare screening providers

Healthcare screening providers complete or review the requested measurements, obtain participant signatures, and maintain the signed form within an approved health-information workflow subject to applicable privacy controls.

How the screening workflow works

The signNow workflow turns the Virgin Pulse form into a controlled electronic record from upload through signed retention.

  • Upload form: Upload the Virgin Pulse form
  • Detect fields: signNow identifies fillable screening fields
  • Assign recipients: Add participant and administrator recipients
  • Send for signing: Route the form for review and signature

Recommended screening workflow setup

Configure the Virgin Pulse workflow around participant identity, consent evidence, protected health information, and controlled record retention.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailCapture timestamps, IP, and action history
Document retention6 years when HIPAA applies
EncryptionTLS 1.2/1.3 and AES-256 at rest
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Quick steps to complete the form

Prepare the approved Virgin Pulse document, verify its screening fields, and use signNow to route, sign, and store the completed record.

  • Upload form:

    Upload the approved Virgin Pulse PDF.
  • Review fields:

    Check detected fields and add missing consent fields.
  • Add recipients:

    Assign the participant and authorized reviewer.
  • Send form:

    Send the form through signNow.
  • Store record:

    Review the signed copy and audit trail.

Privacy issues to check before signing

  • Including biometric results or identifiers in an unnecessary copy can expose sensitive health information beyond the screening team.
  • A missing consent disclosure can leave the participant unable to show informed agreement to the electronic screening record.
  • Sending the form to an unapproved recipient can disclose health information outside the employer’s or provider’s access policy.
  • Using an outdated screening template can create inconsistent fields, disclosures, or participant instructions across enrollment periods.

Mobile options for screening participants

Participants can use the signNow iOS app on iOS 15 or later or the signNow Android app on Android 9 or later. Camera-based capture can help digitize a paper screening form before fields and signature requests are prepared.

  • iOS app iOS app
  • Android app Android app
  • Offline capture Offline capture

Offline work is useful when a screening location has unreliable connectivity, but the completed form should synchronize only through an approved account or managed device. Organizations handling protected health information should confirm their signNow configuration, access controls, and HIPAA Business Associate Agreement requirements before deployment.

Security controls for screening data

HIPAA safeguards:

HIPAA compliant with BAA

Transport encryption:

TLS 1.2/1.3 protects transit

Storage encryption:

AES-256 protects stored data

SOC 2 Type II:

SOC 2 Type II certified

ISO 27001:

ISO 27001 certified

Two-factor authentication:

Two-factor authentication available

Connect screening workflows to business systems

Named signNow integrations can route Virgin Pulse screening forms, completed records, and related notifications through CRM, ERP, collaboration, and secure storage workflows.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Best practices for this screening form

A controlled template, deliberate consent process, and restricted records access reduce errors when collecting biometric screening information.

Publish one approved screening template

Use the current Virgin Pulse template and compare every participant-facing field with the screening program’s approved disclosure before publishing. Remove obsolete questions, confirm required responses, and keep one controlled master template so participants receive consistent instructions and the organization can explain which version was signed.

Restrict access to screening records

Limit access to participant health information by assigning sending, reviewing, and administrative permissions to the teams that actually need them. Use delegated sending or shared templates instead of distributing editable files by email, and review permissions when staff change roles.

Capture consent before biometric collection

Confirm consent before collecting biometric information electronically and retain the disclosure with the signed form. The consent process should explain the electronic record, allow the participant to access it, and follow applicable consumer-record requirements under ESIGN, 15 U.S.C. §7001(c), when applicable.

Archive the signed record securely

Export the completed document and audit trail into the organization’s approved health-record archive. Apply the retention policy for HIPAA documentation, which is six years from creation or the last effective date under 45 CFR §164.530(j), when that rule applies.

Retention periods for screening records

Use the applicable record class and confirm whether the employer, provider, or screening vendor is subject to HIPAA’s documentation-retention rule.

01

Six years for HIPAA documentation

Retain applicable HIPAA documentation under 45 CFR §164.530(j).
02

Six years for security policies

Retain HIPAA security policies and procedures under 45 CFR §164.530(j).
03

Six years for privacy policies

Retain HIPAA privacy policies and notices under 45 CFR §164.530(j).
04

Six years for consent records

Retain participant consent documentation under 45 CFR §164.530(j), when HIPAA applies.
05

Six years for signed records

Retain signed screening records according to the covered entity’s HIPAA policy under 45 CFR §164.530(j).

Troubleshooting the Virgin Pulse workflow

These answers address named field, access, consent, health-information, and plan-limit questions that arise when completing this screening form.

On the Business plan, the form can use legally binding eSignatures, templates, mobile apps, and audit trails at $8 per user per month with annual billing. If the workflow needs bulk sending, Business Premium adds that feature at $15 per user per month annually.

HIPAA compliance requires the organization to use the appropriate signNow configuration and a Business Associate Agreement where applicable. The platform is listed as HIPAA compliant, but the employer or provider remains responsible for its privacy, access, and disclosure procedures.

If a participant cannot open the request, verify the email address, signing link, device browser, and required authentication step. The sender can resend the request after correcting the recipient details without changing the approved Virgin Pulse template.

A missing signature field usually means the uploaded Virgin Pulse PDF did not contain a detectable field or the field was not assigned to the participant. Open the document editor, add the signature field, assign it, and preview the request before sending.

Consumer-facing electronic records may require disclosure of the right to receive paper, access to the electronic format, and a process for withdrawing consent under ESIGN, 15 U.S.C. §7001(c). Review whether that requirement applies to the screening arrangement before sending.

Business subscription plans include 100 signature invites per user per year, with overage fees. Business Premium includes bulk send, while the Site License is usage-based at $1.50 per signature invite and supports unlimited users for qualifying volume.

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