Scope of Services
Describe the exact assessments, tests, and reports the examiner will perform and the format and timing for delivery of results.
A written agreement reduces legal and operational risk by allocating responsibilities, protecting sensitive health or background data under HIPAA or other laws, and documenting consent and disclosure controls required by ESIGN and UETA for electronic records.
The agreement supports compliant hiring and workplace health processes while assigning accountability for security, consent, and document retention.
A senior HR or occupational health manager signs for the employer and accepts liability allocations, authorizes data sharing, and confirms that exam results will be used only for permitted employment purposes under applicable law.
An authorized officer of the examining organization signs to confirm service scope, confidentiality protections, record retention practices, and compliance with applicable healthcare privacy standards.
Describe the exact assessments, tests, and reports the examiner will perform and the format and timing for delivery of results.
Limit permissible uses of exam data, require minimum necessary disclosures, and specify any required authorizations from the employee.
Require safeguards for protected health information and sensitive personal data, including encryption in transit and at rest and access controls.
Document that employee consent has been obtained where required and include any ESIGN-compliant disclosures for electronic records.
Set payment terms, invoicing cadence, and who bears costs for additional tests, corrections, or expert testimony.
Allocate responsibility for errors, breaches, and professional malpractice; limit damages where appropriate and specify insurance requirements.
| Field | Configuration |
|---|---|
| Signature Field | Required for each signer; include date field |
| Authentication | Email + SMS code or ID verification |
| Conditional Fields | Show medical details only after consent |
| Audit Trail | Enable timestamps and IP logging |
Ensure the platform provides audit trails, encryption (TLS/AES-256), and a document reproduction capability to meet ESIGN/UETA requirements.
Optica centralized examiner workflows to improve customer experience and turnaround.
The clinic integrated signed examiner agreements with its case management system to streamline records.
| 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 free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | No cap | No cap | No cap |