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Clinical Services Agreement

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CLINICAL SERVICES AGREEMENT

This Clinical Services Agreement ("Agreement") is entered into as of by and between Provider Name: and Client Name: .

RECITALS

WHEREAS, Provider is duly licensed and qualified to provide clinical services, including assessment, treatment, and related clinical documentation, and represents that Provider maintains all credentials, licenses, certifications, and insurance required by applicable law to perform the Services described herein; and

WHEREAS, Client desires to retain Provider to render clinical services to Client's patients or clients in accordance with the terms and conditions set forth in this Agreement, and Provider desires to provide such services as an independent contractor;

WHEREAS, the parties intend by this Agreement to allocate responsibilities, define compensation and billing procedures, and address confidentiality and compliance obligations applicable to clinical care and handling of Protected Health Information.

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as follows:

1. SERVICES

1.1 Scope of Services. Provider shall perform the clinical services described below (the "Services") in a professional manner consistent with applicable standards of care, applicable law, and Provider's licensure:

1.2 Standard of Care. Provider shall render the Services in accordance with generally accepted standards of clinical practice and all federal, state and local laws and regulations applicable to the provision of clinical services.

2. TERM

2.1 Term. The term of this Agreement shall commence on and continue until unless earlier terminated in accordance with Section 9.

2.2 Renewal. Any renewal or extension must be evidenced by a written amendment signed by both parties.

3. COMPENSATION AND BILLING

3.1 Fees. Client shall pay Provider the fees set forth below for Services actually rendered. Fee schedule:

3.2 Payment Terms. Invoices shall be due and payable within days of receipt. Client shall make payment by the method specified on the invoice. Late payments shall accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law.

4. RECORDS; CONFIDENTIALITY; PRIVACY

4.1 Clinical Records. Provider shall maintain complete and accurate clinical records of Services provided. Such records shall be the property of Client unless otherwise required by law, but Provider shall retain copies as necessary for professional practice and compliance.

4.2 Confidentiality; PHI. Each party shall maintain the confidentiality of all patient information and shall comply with all applicable privacy laws and regulations relating to Protected Health Information. Provider shall use and disclose PHI only as necessary to perform the Services or as otherwise permitted by law and shall implement appropriate administrative, physical and technical safeguards to protect PHI.

5. LICENSES; CREDENTIALING; COMPLIANCE

5.1 Licensure. Provider represents and warrants that Provider holds all licenses, registrations and certifications required to perform the Services and will maintain such credentials in good standing throughout the Term.

5.2 Credentialing. Provider shall cooperate with Client's credentialing and privileging processes, including completion of forms and background checks, and shall disclose any material changes in license status, disciplinary actions, or malpractice history within five (5) business days of occurrence.

6. INSURANCE

6.1 Coverage. Provider shall maintain professional liability insurance in a minimum amount of per occurrence and general liability and workers' compensation as required by law. Provider shall provide certificates of insurance upon request.

7. INDEMNIFICATION

7.1 Mutual Indemnification. Provider shall indemnify and hold harmless Client, its officers, directors and employees from and against all claims, liabilities, losses and expenses arising out of Provider's negligent acts, omissions or willful misconduct in performance of the Services. Client shall indemnify Provider for liabilities arising from Client's gross negligence or willful misconduct.

8. INDEPENDENT CONTRACTOR

8.1 Relationship. Provider is an independent contractor and not an employee, agent, or partner of Client. Provider retains sole discretion over the means and methods of performing the Services, subject to the terms of this Agreement and applicable law.

9. TERMINATION

9.1 Termination for Convenience. Either party may terminate this Agreement for convenience upon written notice to the other party given at least days prior to the effective date of termination.

9.2 Termination for Cause. Either party may terminate immediately for cause upon written notice if the other party materially breaches this Agreement and fails to cure such breach within thirty (30) days after written notice specifying the breach, or immediately if required by law or regulatory action.

10. REPORTING; ADVERSE EVENTS

10.1 Reporting. Provider shall report to Client any adverse events, patient complaints, or regulatory inquiries reasonably related to the Services within forty-eight (48) hours of discovery, and shall cooperate in any investigation.

11. NOTICES

All notices required or permitted under this Agreement shall be in writing and delivered to the addresses set forth below by hand delivery, courier, or certified mail (return receipt requested), or by electronic transmission with confirmation of receipt.

12. AMENDMENTS; WAIVER; COUNTERPARTS

12.1 Amendments. This Agreement may be amended only by a written instrument executed by both parties.

12.2 Waiver. No waiver of any breach shall be effective unless in writing and signed by the party granting the waiver. No waiver of any provision shall constitute a waiver of any other provision or of any subsequent breach.

12.3 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one instrument.

13. GOVERNING LAW; DISPUTE RESOLUTION

13.1 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the state specified below without regard to conflict of law principles.

13.2 Dispute Resolution. The parties agree to negotiate in good faith to resolve disputes. If unresolved, disputes may be submitted to binding arbitration or to a court of competent jurisdiction as elected by the prevailing party; each party shall bear its own costs unless otherwise awarded by the arbitrator or court.

14. ENTIRE AGREEMENT; SEVERABILITY

14.1 Entire Agreement. This Agreement, including any exhibits and attachments executed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals and understandings, whether written or oral.

14.2 Severability. If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect and the parties shall attempt in good faith to replace the invalid provision with a valid provision that achieves, to the extent possible, the original economic, legal and commercial objectives of the invalid provision.

15. REPRESENTATIONS; CERTIFICATIONS

Provider represents and certifies that (a) Provider has the full right, power and authority to enter into and perform this Agreement; (b) performance of Provider's obligations will not violate any law or regulation or any agreement with a third party; and (c) Provider will maintain all licenses and insurance required by law.

Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What a Clinical Services Agreement Is and When It’s Used

A Clinical Services Agreement is a written contract between a healthcare services provider and a contracting party — such as a clinic, hospital, insurer, or managed care organization — that defines the clinical services to be delivered, payment terms, performance standards, professional credentialing, confidentiality obligations, and dispute resolution. The agreement allocates responsibilities for documentation, billing, insurance coverage, and regulatory compliance including patient privacy under HIPAA. It can be executed as a paper or electronic record under the ESIGN Act (15 U.S.C. ch. 96) and applicable state law such as UETA.

Why a Clear Clinical Services Agreement Matters

A well-drafted Clinical Services Agreement clarifies scope, reduces billing disputes, sets measurable expectations for care delivery, and documents HIPAA and indemnity obligations. Clear terms protect providers, payers, and patients and make enforcement or audit response more straightforward.

Why a Clear Clinical Services Agreement Matters

Who Typically Prepares and Signs These Agreements

Clinical Services Agreements are prepared and executed by clinical leaders, contracting teams, and administrative staff who manage provider relationships and reimbursement.

  • Hospital and clinic contracting teams — negotiate rates, credentialing, and scope for services delivered within the facility or by affiliates.
  • Independent physicians and group practices — formalize responsibilities for outpatient, consultation, or telehealth services, and clarify liability and billing.
  • Managed care organizations and insurers — set payment methodology, prior authorization expectations, and quality/performance metrics.

The signatories usually include an authorized executive for the payer or facility and the contracted provider or the provider’s authorized representative; legal review is common for high-value arrangements.

Core Elements to Include in a Professional Clinical Services Agreement

A comprehensive agreement organizes essential topics into distinct sections so obligations, timing, compensation, and protections are unambiguous and enforceable.

Parties

Identify legal names and business forms of all contracting entities and any DBA names; specify authorized representatives and contact details for notices.

Scope

Define clinical services precisely (procedures, settings, volumes), acceptance criteria, deliverables, and any performance or quality metrics tied to payment.

Compensation

Specify fees, billing cadence, invoicing requirements, dispute resolution for payments, allowances for denials, and any holdback or clawback provisions.

Term & Termination

State the effective date, initial term, renewal mechanics, and termination rights for convenience, for cause, and for regulatory or credentialing failure.

Confidentiality

Include HIPAA-required language and data handling obligations; identify required business associate agreements if PHI will be exchanged.

Liability & Insurance

Set indemnity standards, limits of liability, required professional and general insurance coverages, and certificate delivery timing.

Step-by-Step: Completing and Executing the Agreement

Follow this sequence to assemble, review, and finalize the Clinical Services Agreement reliably.

  • 01
    Assemble Documents: Collect credentialing records and proof of insurance.
  • 02
    Draft Terms: Populate scope, rates, and performance metrics.
  • 03
    Legal Review: Confirm HIPAA and indemnity language.
  • 04
    Execute: Sign and distribute fully executed copies.

Typical Workflow for Contracting and Approval

A standardized routing workflow reduces delays and ensures required reviewers see contract versions in the correct order.

  • Initiation: Request created with scope summary and attachments.
  • Review: Clinical, finance, and legal approvals obtained.
  • Negotiation: Redlines exchanged and resolved between parties.
  • Finalization: Signatures gathered and executed documents distributed.

Digital Workflow Settings to Configure for eExecution

When using an eSignature platform, configure authentication, fields, and retention to match legal and privacy requirements.

Setting Recommended Configuration
Authentication Level Email + SMS code or SSO for higher assurance
Field Types Signature, date, initials, checkbox, conditional fields
Audit Trail Enable IP, timestamp, and action logs for compliance
Integrations Connect to EHR, billing, or document storage systems

Technical and Integration Considerations for eSigning

Choose a platform that supports secure authentication, an auditable history, and PHI protections when applicable.

  • Authentication: Email links, SMS codes, or SSO; stronger methods reduce repudiation risk.
  • Storage: Encrypted at rest and access-controlled for PHI compliance.
  • Integrations: Connectors to EHR, NetSuite, Salesforce, Box, or Procore can automate routing.

Key Timeframes and Notice Periods to Track

Track contractual dates carefully to avoid missed renewals, late payments, or lapses in credentialing that could interrupt services.

Effective Date:

Start of obligations and measurement of term; enter as MM/DD/YYYY.

Invoice Payment:

Typical payment terms are NET 30; adjust if stated otherwise in compensation clause.

Termination Notice:

Common notice windows are 30 or 60 days for convenience termination.

Insurance Renewal:

Require certificate renewal annually or on policy change.

Credentialing Response:

Allow 30–90 days for credentialing and onboarding before service start.

Milestones from Proposal to Fully Executed Agreement

Use a milestone sequence to monitor progress and trigger required activities until the contract is fully enforceable.

01

Proposal Submitted

Scope and initial pricing provided to counterparty for review.

02

Negotiation Complete

All redlines resolved and final version approved by stakeholders.

03

Credentialing Cleared

Provider credentials verified and insurance certificates collected.

04

Contract Executed

All authorized signatures captured and execution copies distributed.

Common Mistakes to Avoid When Preparing the Agreement

  • Vague scope descriptions that omit settings or excluded services, which cause disputes over billable activities and coverage responsibilities.
  • Not attaching required exhibits such as fee schedules, credentialing forms, or performance metrics, leaving parties without the agreed measurement tools.
  • Failing to include a Business Associate Agreement when PHI is exchanged, which risks HIPAA noncompliance and penalties.
  • Overlooking indemnity and insurance minimums, which can expose parties to unexpected liability in malpractice or third-party claims.

Potential Legal and Financial Risks from an Incomplete Agreement

HIPAA Violation: Civil and criminal penalties
Billing Disputes: Withheld payments or audit adjustments
Credentialing Failure: Termination or service suspension
Indemnity Gaps: Uninsured liability exposure
Contract Ambiguity: Enforceability challenges
Regulatory Penalties: License sanctions or fines

Selected eSignature Vendor Pricing and Capabilities

Compare core price points and compliance capabilities for common eSignature providers. signNow is listed first per vendor comparison norms.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by offer Varies by offer Varies by offer Varies by offer
Bulk Send Yes Yes Varies by plan Varies by plan Varies by plan
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap Limit: 100 env/user/yr Varies by plan Varies by plan Varies by plan

Frequently Asked Questions About Clinical Services Agreements

Answers to common legal, execution, and compliance questions when preparing, signing, and storing Clinical Services Agreements.


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