Parties
Identify the legal names and capacities of all parties, including practitioner credentials and the patient or organization receiving consultation.
A clear agreement reduces misunderstandings about scope, timing, fees, and privacy. It documents patient consent for information sharing and creates an enforceable record of expectations, responsibilities, and remedies if performance falls short while supporting regulatory compliance for health records.
Typical users include clinicians, independent consultants, clinics, and administrative staff responsible for intake and compliance.
Each signer should confirm identity and authority before executing the agreement; for patient-signatures, follow applicable consent and authentication rules.
Identify the legal names and capacities of all parties, including practitioner credentials and the patient or organization receiving consultation.
Describe services in specific, measurable terms: diagnostic review, second opinion, teleconsultation length, deliverable reports, and exclusions.
Set firm rates or fee schedule, billing frequency, payment methods, late payment consequences, and any third-party payment arrangements.
State how protected health information is used and shared, reference HIPAA obligations, and note whether a separate authorization is required.
Limitations of liability, indemnity clauses, and professional responsibility scope tailored to consultation (not ongoing treatment) should be explicit.
Explain termination rights, notice required, refund or final billing treatment, and record access after termination.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link by default; use SMS or KBA for higher assurance |
| Order of Signing | Sequential for clinician then patient, or parallel when appropriate |
| Required Fields | Make consent, signature, and date mandatory |
| Audit Trail | Enable full event logging and downloadable certificate |
Choose a platform that supports secure storage, strong authentication, and audit trails for healthcare records.
Respond within 30 days per HIPAA access rules
State payment due date, commonly within 30 days
Specify required notice, often 24–48 hours
Specify window for follow-up, e.g., 30 days
Note where executed copies will be stored and for how long
Finalize scope, fees, and privacy language before sending.
Allow patient time to read and ask questions.
Complete signatures and confirm authentication events.
Store executed copy in secure records and backup.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |