Parties and Roles
Identify full legal names, credentials, licensing state and role for each party. State whether services are individual, group, family, or telehealth and who is authorized to receive records.
A clear written agreement clarifies expectations, reduces disputes, and documents consent to counseling services and data handling. It also supports compliance with federal rules on electronic records and health privacy.
Use the agreement to document service terms, consent to electronic records where applicable, and any HIPAA-compliant data-sharing authorizations required by the practice.
Client or patient: individual who receives counseling and must provide consent, contact details, emergency contact, and authorization for PHI use. Signature documents agreement acceptance and consent to treatment.
Licensed counselor or authorized clinic representative: verifies scope of services, fees, cancellation policy, and privacy practices. Provider signature confirms acceptance of client and obligation to comply with stated terms.
Identify full legal names, credentials, licensing state and role for each party. State whether services are individual, group, family, or telehealth and who is authorized to receive records.
Describe types of counseling offered, session length and frequency, goals, and any limits to service scope such as referral for higher level care or crisis interventions.
Explain confidentiality, mandatory reporting exceptions, and conditions for disclosure. If PHI is involved, include HIPAA notice of privacy practices and any business associate relationships.
Specify how records are stored, who may access them, electronic transmission methods, consent for third-party information sharing, and retention periods.
List fee schedule, accepted payment methods, late payment policies, insurance billing practices, and client responsibility for unpaid balances.
Set termination rights, notice periods, procedures for handling missed sessions, and instructions for crisis or emergency care (e.g., call local emergency services).
| Field | Configuration |
|---|---|
| Signer Order | Provider first, then client when needed |
| Authentication | Email plus optional SMS code |
| Reminder Schedule | Automatic reminders at 3 and 7 days |
| Delivery | Send PDF copy to both parties |
Confirm the vendor provides audit trails, secure storage, and the integration points your practice uses to avoid manual reconciliation.
Complete before the first session
Provide privacy notice at first service
Submit within insurer deadlines
Respond within 60 days where applicable
Effective date equals agreement date
Collect ID, contact, insurance, and emergency contact; confirm identity before services.
Explain terms and obtain written or electronic signature confirming consent to treatment and PHI handling.
Provide counseling per agreed schedule; document clinical notes and billing codes.
Move executed agreement and records to secure storage following retention policy.
| 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 (no credit card) | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| 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 |