Parties
Identifies the access center, provider, and any delegated sub‑processors with legal names.
A clear addendum reduces ambiguity about PHI handling, authorizations, and responsibilities between access centers and clinical providers.
Organizations that prepare or sign this addendum usually manage patient intake, coordinate referrals, or handle PHI on behalf of providers.
The recipients should review responsibilities and signatory authority before exchanging PHI or initiating billed services.
Identifies the access center, provider, and any delegated sub‑processors with legal names.
Describes specific access services, referral steps, and operational limits on activities.
Specifies permitted uses, minimum necessary rules, and permitted disclosures for care coordination.
Lists technical and administrative safeguards required before PHI exchange.
Allocates responsibility for breaches, indemnity coverage, and limits on damages.
Designates authorized signers, effective date, and execution format (electronic or wet signature).
| Field | Configuration |
|---|---|
| Authentication | Use email plus SMS or ID verification for stronger signer attribution |
| Conditional Fields | Show PHI-related fields only after consent checkbox is checked |
| Audit Trail | Enable detailed timestamps, IP, and signer actions for compliance records |
| Notifications | Auto-notify contract managers and IT after final signature |
Use a platform that supports secure eSignature, audit trails, and HIPAA accommodations if PHI will be exchanged.
Execute addendum and BAA before any PHI is shared
Effective date dictates when obligations and retention periods start
Review terms yearly or after major process changes
Allow time for IT integration and signer authentication setup
Retention clocks typically begin on creation or effective date
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |