Scope of Practice
Describe permitted clinical activities, supervision level required, and any procedure or service limitations for the trainee, including prohibited tasks and escalation protocols for clinical concerns.
The Educational Health Science Addendum reduces ambiguity by documenting responsibilities, clarifying privacy and safety obligations, and streamlining credentialing. It helps institutions and clinical partners manage risk, ensures students meet eligibility criteria, and provides an auditable record of agreed terms.
Education and clinical partners commonly complete this addendum to set expectations for student placements, supervision, and compliance with health policies.
Use the document to clarify roles, reduce onboarding delays, and provide a clear audit trail for institutional compliance.
Describe permitted clinical activities, supervision level required, and any procedure or service limitations for the trainee, including prohibited tasks and escalation protocols for clinical concerns.
Identify supervisory relationships, contact information for preceptors, required documentation for evaluations, and incident reporting timelines to ensure timely corrective actions and patient safety.
State permitted uses and disclosures of protected health information, required safeguards, training obligations, and whether a signed HIPAA authorization or BAA is necessary between parties.
List required vaccinations, tuberculosis screening, background-check types, acceptable documentation formats, and timing relative to the start of clinical activities. Include acceptable exemptions and processes for conditional clearance pending results.
Specify required professional liability limits, proof of coverage, indemnification clauses, and who bears responsibility for claims arising from student clinical activities and procedures for reporting claims to carriers.
Define grounds for terminating placements, notice periods, amendment procedures, dispute resolution steps, successor obligations, and obligations that survive termination such as confidentiality and record retention.
| Field | Configuration |
|---|---|
| Authentication Level | Use email+SMS or institution MFA; KBA for high-risk roles. |
| Field Types | Signature, initials, date, checkbox, attachment required. |
| Notifications | Enable reminders and completion notifications to all parties. |
| Retention Settings | Store signed PDF with audit trail for retention period. |
Platforms that support the addendum should meet security and integration needs for institutional workflows, including SSO and audit capabilities.
Complete immunizations and background checks before rotation start.
Obtain all signatures at least two weeks prior.
Allow 10–15 business days for verification.
Finish required privacy training before clinical duty begins.
Ensure dates are current per institutional policy.
Initial drafting, departmental review, and legal counsel input.
Collect signatures; notarize if required by policy or state law.
Confirm background, insurance, and immunization records are acceptable.
Store executed copy with audit trail for retention.
| 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 vendor and plan | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan |
| Bulk Send | Yes (Business Premium) | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan | Varies by vendor and plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |