Scope of Services
Define session goals, methods, limits of coaching versus clinical care, and any exclusions so parties understand boundaries and referral requirements.
A written contract reduces misunderstandings, protects privacy, and documents consent, payment terms, deliverables, and termination rights. It also helps manage clinical risk when health information is shared.
The contract suits independent coaches, clinics, and employers offering coaching programs; it clarifies roles for all parties.
Define session goals, methods, limits of coaching versus clinical care, and any exclusions so parties understand boundaries and referral requirements.
Specify fees, invoicing intervals, accepted payment methods, late fees, and any reimbursement or sliding-scale arrangements.
State whether protected health information will be exchanged, include any HIPAA-required language, and describe permitted disclosures.
Set contract duration, renewal mechanics, termination for convenience or cause, and notice periods for ending services.
Limitations of liability, insurance responsibilities, and indemnification clauses reduce exposure and clarify who bears risk for claims.
Describe record retention, secure transmission methods, data access rights, and whether a Business Associate Agreement (BAA) is required.
| Field | Configuration |
|---|---|
| Authentication Method | Email link | SMS code | KBA |
| Signature Order | Sequential or parallel signing |
| Conditional Fields | Show fields based on prior answers |
| Retention Policy | Set automatic archival rules |
Choose a platform that supports required authentication, secure storage, and the file formats you use.
| 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 trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |