Scope of Services
Define covered populations, attributed beneficiaries, covered benefits, care management obligations, and exclusions so both parties have a shared operational baseline.
The agreement formalizes delegation of care and payment, clarifies performance and data responsibilities, and reduces operational ambiguity in value-based arrangements. Properly drafted, it protects regulatory compliance, supports risk management, and documents data-sharing consent required under privacy laws.
Typical users include contracting teams, clinical leadership, risk managers, and in-house counsel who negotiate and oversee direct contracting arrangements.
Multiple internal stakeholders should review clauses on financial flows, quality metrics, patient data access, and termination to reduce downstream disputes and regulatory exposure.
A senior contracting officer or VP-level executive with delegated authority signs for the payer or direct contracting entity. Their authority should be documented in corporate resolutions or the contract signature block to avoid later challenges.
An authorized officer for the provider organization (CEO, CFO, or designee) signs on behalf of the clinical entity. The signer must have capacity to bind financial commitments and accept risk-sharing provisions.
Define covered populations, attributed beneficiaries, covered benefits, care management obligations, and exclusions so both parties have a shared operational baseline.
Specify payment methodology, reconciliation cadence, stop-loss/withhold arrangements, risk corridors, and timing for reconciliations and settlements.
List quality measures, reporting frequency, thresholds for bonuses or penalties, and remedy or remediation steps for underperformance.
Detail the types of data to be shared, frequency, format, security controls, and responsibilities consistent with HIPAA and any state privacy laws.
Include audit rights, records access, cooperation for federal/state audits, and representations about regulatory compliance and exclusions.
State the effective date, initial term, renewal mechanics, termination for convenience or cause, notice periods, and post-termination obligations.
| Field | Configuration |
|---|---|
| Signature | Require full name, title, and date in every signature block |
| Initials | Place initials fields on each page where material changes occur |
| Conditional Fields | Use conditional exposure for optional exhibits and payment schedules |
| Routing Order | Enforce sequential routing for approvals (legal → finance → CEO) |
Choose a platform that supports HIPAA protections, audit trails, and flexible authentication for multiple signer roles.
Confirm the vendor can provide required documentation (BAA, SOC reports) and supports required file formats such as PDF and DOCX for long-term retention.
Defines when obligations and reporting begin.
Specify cadence (monthly/quarterly) and dispute windows.
Define frequency for quality and financial reports.
State how long records must be available after contract end.
Include notice period and cure timelines.
Agree core terms, risk metrics, and data access requirements.
Obtain signatures and distribute fully executed copies.
Exchange data feeds, configure reporting, and train staff.
Complete final settlements, audits, and record transfers.
| 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 | Varies | Varies | Varies |
| 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 | Varies | Varies |