Scope of Services
Precisely list test types, methods, turnaround times, and reporting formats to avoid disputes over coverage and expectations.
A formal agreement reduces operational ambiguity, assigns regulatory responsibilities, clarifies billing and liability, and documents compliance measures for patient privacy and laboratory quality standards. It supports audit readiness and risk allocation across parties.
Each party should ensure the signer has authority to bind the organization and that HIPAA and billing controls are clearly assigned.
Usually a licensed laboratory director or authorized executive who accepts responsibility for testing standards, CLIA compliance, and quality control. Their signature confirms laboratory obligations under state and federal law.
A representative from the ordering organization (e.g., CFO, Medical Director, or Procurement Officer) who signs to accept terms on billing, sample logistics, reporting formats, and data use limitations.
| Field | Configuration |
|---|---|
| Signature Block | Assign to authorized signer; require date field |
| HIPAA Attachment | Attach BAA as required document |
| Authentication | Use email + SMS or organization SSO for higher assurance |
| Audit Trail | Enable IP, timestamp, and completion certificate capture |
Ensure the chosen platform supports secure storage, a verifiable audit trail, and any industry-specific compliance requirements.
Precisely list test types, methods, turnaround times, and reporting formats to avoid disputes over coverage and expectations.
Require laboratory to maintain CLIA accreditation and comply with applicable state licensing and federal requirements.
Mandate HIPAA compliance with a signed BAA and data handling procedures for PHI (45 CFR §164.530(j)).
State fee schedules, billing frequency, payer responsibilities, and remedies for nonpayment or disputes.
Allocate responsibility for errors, specimen mishandling, and inaccurate reporting, and define limits on damages.
Set notice periods, data return or destruction requirements, and continuity plans for ongoing testing services.
Define SLA in hours or days and measure from specimen receipt
State 30–90 day notice for termination or service changes
Specify retention start (report date or test date) and period
Agree on advance notice and frequency for audits
Set timelines for cure periods and escalation
Final terms agreed and both parties approve scope
Confirm CLIA, state licenses, and insurances are current
Connect reporting channels to EHR or secure portal
Begin routine sample acceptance and billing
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Premium tier) | Varies | Varies | Varies | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Varies | Varies | Varies | Varies |