Scope of Services
Clear description of the procedure, number of sessions, expected outcomes, and any exclusions so the parties share the same expectations.
A well-drafted agreement documents consent, allocates responsibility for risks, clarifies fees and refunds, and supports regulatory compliance for health-related services when applicable. It creates predictable expectations for scheduling, cancellations, and recordkeeping that reduce operational friction and potential liability.
Providers and clients use this agreement to confirm treatment terms and obtain documented consent before performing cosmetic procedures.
Use the signed agreement as the authoritative record for treatment scope, billing disputes, and regulatory or insurance inquiries.
The clinician or licensed practitioner performing the service. Their signature affirms training, disclosures given, adherence to protocol, and that pre-procedure screening questions were completed.
The individual receiving the service. Their signature documents informed consent, acknowledges risks and post-care obligations, and confirms payment authorization where applicable.
Clear description of the procedure, number of sessions, expected outcomes, and any exclusions so the parties share the same expectations.
Scheduling, pre-treatment instructions, necessary tests or assessments, and responsibilities for missed or rescheduled sessions.
Detailed pricing, deposit rules, cancellation and refund policy, payment authorization, and consequences for nonpayment.
Plain-language disclosure of potential adverse effects, probability ranges when available, and a signed informed-consent acknowledgment.
How personal and health information is stored and shared; include HIPAA compliance language when protected health information is collected.
Conditions under which either party may terminate, refund rules, and dispute-resolution mechanism such as mediation or arbitration.
| Field | Configuration |
|---|---|
| Signature Type | Visible signature + audit trail |
| Authentication | Email link or SMS code |
| Retention | Encrypt and retain per retention schedule |
| Access | Role-based access for staff |
Choose a platform that supports secure signature capture, audit trails, and appropriate compliance features for health-related data.
Client must sign prior to any procedure.
Provide records within 30 days per 45 CFR §164.524.
Specify notice period (commonly 24–72 hours).
State timeline for refunds, e.g., 7–30 days.
Follow retention timeline noted below.
Collect medical history, allergies, and consent prior to scheduling.
Confirm appointment, instructions, and signed agreement 24–48 hours ahead.
Perform treatment and record procedure notes in the client file.
Provide aftercare instructions and document follow-up contacts or complications.
| 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 | Yes, 7-day trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Criteria | Cosmetic Services Agreement | Basic Consent Form |
|---|---|---|
| Scope detail | high detail | minimal detail |
| Payment terms | included | often separate |
| Risk disclosures | comprehensive | brief |
| Enforceability | contract-level | acknowledgment-level |
A medical spa uses a standard Cosmetic Services Agreement for injectables and lasers to centralize consent and payment terms.
A traveling esthetician sends the agreement by secure link before each appointment to collect consent and card-on-file authorization.