Scope
Define services, covered populations, and the specific coordination activities permitted so both parties have a shared operational baseline.
A Healthcare Coordination Agreement reduces role confusion, documents permitted PHI disclosures under HIPAA, and clarifies liability for data handling and care outcomes, improving continuity and regulatory compliance across organizations.
Organizations and individuals who commonly enter these agreements include clinical providers, care management vendors, and payer representatives.
Understanding each party’s typical role helps draft accurate obligations, required attestations, and technical safeguards for PHI exchange.
Define services, covered populations, and the specific coordination activities permitted so both parties have a shared operational baseline.
Specify exactly which categories of PHI may be accessed and for what purposes, including any limits on redisclosure and reidentification.
List minimum technical and administrative safeguards (encryption, access controls, audit logs) required to protect PHI in transit and at rest.
Include a HIPAA-compliant BAA when a party will create, receive, maintain, or transmit PHI on behalf of a covered entity, with breach notification duties.
Assign specific operational duties (e.g., referrals, medication reconciliation, documentation) and designate primary contacts for escalation.
Define termination triggers, data return or destruction procedures, and rights to audit or verify compliance during the agreement term.
| Field | Configuration |
|---|---|
| Signature | Require printed name, title, and date fields |
| PHI Consent Checkbox | Add mandatory checkbox with consumer disclosure |
| Role-Based Routing | Route to compliance review before final signers |
| Document Retention | Set automated retention per HIPAA and policy |
When executing electronically, confirm the platform supports HIPAA controls, strong authentication, and an auditable trail.
Agreement begins on the signed Effective Date
Operational procedures reviewed within 30 days
Compliance audit at least annually
Notify affected parties per HIPAA timelines
Automatic renewal or renegotiation per contract clause
| 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 | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |