Scope of Services
Describe covered procedures, limitations, referral obligations, and any prerequisites such as exams or imaging; tie service codes or CPT/ADA codes where applicable for billing clarity.
A clear contract reduces billing disputes, documents consent, and clarifies regulatory responsibilities such as HIPAA privacy obligations. It creates a predictable framework for reimbursement, identifies risk allocation, and preserves evidence of agreed terms in case of later disagreement.
Parties involved usually include the dental practice and the counterparty — payer, facility, or patient representative.
Signatures often require authorized practice leadership or delegated clinical/administrative staff with signing authority; verify internal delegation policy before execution.
Describe covered procedures, limitations, referral obligations, and any prerequisites such as exams or imaging; tie service codes or CPT/ADA codes where applicable for billing clarity.
State fees, payer adjustments, patient responsibility, timing for invoicing and payment, accepted payment methods, and interest or collection procedures for late payments.
Specify credentialing requirements, claims submission timelines, prior authorization responsibility, appeal procedures, and handling of denials or recoupments.
Include a HIPAA-compliant business associate agreement if the counterparty accesses protected health information and define permitted uses, disclosures, and security measures.
Define effective date, contract length, renewal mechanics, termination for convenience, breach remedies, and wind-down obligations for outstanding claims.
Allocate professional liability, indemnification for breaches (including privacy breaches), limits on damages, and insurance minimums where required.
| Field | Configuration |
|---|---|
| Invite Method | Email link or secure signing URL |
| Authentication | Email code, SMS OTP, or stronger MFA |
| Templates | Pre-fill standard clauses and attachments |
| Routing Order | Sequential or parallel signer order |
Select a platform that meets privacy and authentication needs and supports the file formats you use.
Sign before starting non-emergency services to ensure agreed terms apply
Follow payer contract for exact deadlines; payer timelines determine timely reimbursement
Provide notice per agreement, commonly 30–90 days before expiration
Update provider credentials promptly to avoid claim rejections
Retention period often begins at effective date or final 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 free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium/Site) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |