Scope & Purpose
Describe program goals, whether the plan is educational or therapeutic, session cadence, and any services excluded from the agreement to prevent scope creep.
A clear contract sets expectations, supports measurable behavior change, documents consent for non-medical interventions, and reduces misunderstanding or disputes between participant and provider.
Common users include clinicians, wellness coaches, dietitians, behavioral health programs and individual participants seeking structured support.
Use this contract when you want documented commitments, measurable milestones, and an auditable record of consent and communications.
The individual committing to behavior goals; provides accurate identity and contact details, consents to data use described in the contract, and signs to acknowledge obligations and termination rights.
The coach, counselor, or program administrator who outlines services, schedules monitoring, documents interventions and limitations of services, and signs to accept responsibilities and confidentiality obligations.
Describe program goals, whether the plan is educational or therapeutic, session cadence, and any services excluded from the agreement to prevent scope creep.
List measurable goals (frequency, portion targets, journaling activities), required attendance, and participant responsibilities for self-monitoring and reporting.
State how progress will be tracked (logs, weigh-ins, digital tracking), frequency of reviews, and who receives monitoring reports or summaries.
Explain what data is collected, how it will be used, who may access it, and whether a HIPAA Business Associate Agreement is required for protected health information.
Specify limits of the provider’s responsibility, disclaimers for medical issues, and recommendation to seek medical care where appropriate.
Explain how the contract can be amended, notice periods for termination, refund or cancellation terms, and post-termination obligations.
| Field | Configuration |
|---|---|
| Authentication method | Email link | SMS code or higher for sensitive data |
| Signature type | Typed or drawn | Use PKI only if required |
| Template reuse | Create a saved template for repeat enrollments |
| Storage format | PDF/A with audit trail attached |
Choose a platform that supports the formats and integrations your program needs.
When the agreement and obligations begin.
Scheduled progress check (commonly 30 days after start).
Notice period for renewal or non-renewal (e.g., 30 days).
Required notice period to end the agreement (e.g., 14–30 days).
Date from which retention timelines are calculated.
All parties sign and date; platform captures audit trail.
Provider schedules first session and begins monitoring.
Progress assessments and adjustments at agreed intervals.
Finalized record stored per retention policy with access controls.
| 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 | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Premium tier) | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |