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Kelly Harrison Macc Lpca Lmfta Client Disclosure Statement Form

Use a Kelly Harrison MACC LPCA LMFTA Client Disclosure Statement template to make your document workflow more streamlined.

What this client disclosure statement does

The Kelly Harrison Macc Lpca Lmfta Client Disclosure Statement Form records a client’s acknowledgment of disclosures provided by Kelly Harrison, Macc, Lpca, Lmfta. It gives the practice a structured place to present terms, collect required client information, capture acknowledgment and signatures, and preserve the completed record. In signNow, the sender uploads the form, reviews detected fillable fields, assigns signature or date fields, sends it to the client, and stores the completed document with an audit trail. State licensing, privacy, and professional-practice requirements still determine which disclosures belong in the form.

Who uses this disclosure statement

Mental health practices

Licensed mental health professionals can use the statement during intake to present practice disclosures, collect client acknowledgment, and preserve the signed record for the client file.

Practice administrators

Administrative staff can prepare and route the form when authorized by the clinician, while limiting access to client information according to practice policy.

Features that fit this disclosure workflow

The form combines client acknowledgment, professional disclosures, signature capture, and record preservation in one signNow workflow.

Structured disclosures

Place the client’s identifying information, disclosure language, acknowledgments, dates, and signatures into one controlled document rather than exchanging separate files.

Field detection

Upload the existing statement and review signNow’s detected fillable fields before assigning every client-facing field to the correct signer.

Remote signing

Send the disclosure statement for completion by email or a controlled signing link, reducing manual coordination between the practice and client.

Audit trail

Capture timestamps, signer actions, and document history with the completed statement so the practice can explain how acknowledgment occurred.

Mobile access

Use signNow mobile apps when a client completes the disclosure statement from a phone or tablet during an authorized intake workflow.

Data protection

Protect client information with encryption and access controls appropriate for workflows that may contain private health information.

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Complete the disclosure statement in signNow

Use this sequence to prepare, send, sign, and preserve the Kelly Harrison Macc Lpca Lmfta Client Disclosure Statement Form.

  • Upload form:

    Upload the completed disclosure statement template.
  • Check fields:

    Review and correct detected fillable fields.
  • Assign fields:

    Assign signatures, dates, and acknowledgments.
  • Send document:

    Send the statement to the client.
  • Store record:

    Review the signed copy and audit trail.

How the audit trail supports this disclosure

The audit trail connects the client’s identity, actions, timestamps, and final disclosure statement without replacing the practice’s legal or privacy obligations.

01

Signer authentication:

Confirm the client’s identity using the authentication method selected for the disclosure workflow.
02

Timestamp capture:

Record the date and time associated with each client action and completed signature.
03

Document integrity:

Associate the completed disclosure document with its integrity record and signing history.
04

Sealing history:

Preserve the completed statement and action history as a tamper-evident record.
05

Completion review:

Review signer actions, field completion, and the final acknowledgment before closing the workflow.
06

Audit export:

Export the audit trail with the signed disclosure statement when records require independent retention.

Security controls for client disclosures

Transport encryption:

TLS 1.2/1.3 in transit

Stored data:

AES-256 encryption at rest

HIPAA safeguards:

HIPAA compliance with BAA

Service controls:

SOC 2 Type II certified

Security certification:

ISO 27001 certified

Electronic signatures:

ESIGN and UETA compliant

Privacy and disclosure issues to prevent

  • Sensitive client information may remain visible in the completed disclosure statement when unnecessary details are copied into free-text fields.
  • A client may sign without documenting electronic-consent disclosures required for consumer-facing records under 15 U.S.C. §7001(c).
  • Shared links or broad team permissions can expose a signed disclosure statement to staff without a treatment-related need to access it.
  • Missing initials, dates, or acknowledgment fields can make it difficult to show which disclosure terms the client reviewed and accepted.

Integrations for disclosure records

Connect the disclosure workflow with named business systems when authorized access, retention, and privacy controls are already defined.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft
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Troubleshooting this disclosure workflow

These answers address field setup, privacy safeguards, electronic consent, plan capabilities, and signing issues for this client disclosure statement.

Upload the original Kelly Harrison Macc Lpca Lmfta Client Disclosure Statement Form, then review every detected field. Auto-detection can identify fillable areas, but the sender remains responsible for checking labels, signer assignments, required fields, and disclosure wording before sending.

Business includes legally binding eSignatures, templates, audit trails, mobile apps, ISO 27001, SOC 2, and GDPR features at $8 per user monthly when billed annually. Confirm the current plan and account configuration before sending client records.

signNow identifies HIPAA compliance as requiring a business associate agreement. If the disclosure contains protected health information, confirm that the practice has the required BAA and appropriate administrative, technical, and organizational safeguards before using the workflow.

For consumer-facing electronic records, ESIGN requires disclosure of the right to receive paper, access to the electronic format, and procedures for withdrawing consent under 15 U.S.C. §7001(c). Configure and present those disclosures when the transaction falls within that rule.

If a client cannot complete a required signature field, reopen the workflow only after confirming the correct signer and field assignment. Do not replace a client signature with a sender action or alter completed disclosure language without a documented correction process.

Electronic signatures generally receive legal recognition under ESIGN and applicable UETA provisions when intent, consent, attribution, and record retention are established. State licensing rules and professional obligations may impose additional requirements, so legal review remains necessary for the practice.

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