Scope of Duties
Describe clinical tasks delegated (e.g., examinations, procedures, diagnostic testing, prescription authority). State any limits, required protocols, and conditions that trigger physician consultation or direct supervision.
Used by supervising physicians, physician assistants, and healthcare employers, the agreement provides legal clarity on delegated functions, helps meet Utah regulatory and facility credentialing requirements, and reduces clinical risk by defining supervision, protocols, and documentation expectations.
Supervising physicians, physician assistants, clinic administrators, and compliance officers typically prepare, review, and sign this agreement to document scope and supervision.
Describe clinical tasks delegated (e.g., examinations, procedures, diagnostic testing, prescription authority). State any limits, required protocols, and conditions that trigger physician consultation or direct supervision.
Define supervision type (direct, indirect, on-call) and frequency of review, chart co-signature requirements, and availability expectations for the supervising physician during delegated activities.
Specify controlled substances permissions, DEA registration requirements, formulary limitations, prescription signing protocols, state-specific prescribing restrictions under Utah law, and required documentation for each prescription.
List required training, certifications, orientation activities, supervised cases, competency assessments, frequency of evaluation, and remediation steps and timelines if performance or compliance falls below standards.
Record the effective date, review or renewal schedule, automatic renewal conditions, grounds for suspension or termination, required notice periods, and handover procedures on termination.
Spell out charting standards, required templates, incident and adverse event reporting, periodic audit schedules, storage locations for signed agreements, and access controls for compliance reviewers.
| Field | Configuration |
|---|---|
| Signature Field | Require signer name and timestamp |
| Authentication | Use email link or SMS code for signer verification |
| Conditional Fields | Show tasks list only when clinical role selected |
| Document Retention | Store PDFs with audit trail for at least six years |
Digital signing platforms should support HIPAA-compliant workflows, audit trails, and secure storage to protect health information and delegation records.
Agreement start date in MM/DD/YYYY format.
Annual or biennial review recommended per employer policy.
Verify PA and physician license status before renewal.
Update formulary and DEA status immediately upon change.
Keep signed copies and audit logs per retention policy.
Create initial draft with scope and supervision terms.
Supervisor and PA sign; record dates and witness details.
Submit to HR or medical staff office for credentialing.
Conduct chart audits and compliance checks per schedule.
A rural community clinic used a written delegation to allow a PA to perform minor surgical procedures and manage chronic disease panels under defined protocols.
An outpatient hospital department delegated chronic care visits and limited procedure privileges to PAs while requiring daily remote supervision and weekly chart reviews by the attending physician.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |