Scope of Services
Detail included counseling modes, eligibility, program hours, reporting deliverables, exclusions, and any new modules added in the renewal period.
A formal renewal captures agreed changes in scope, pricing, data handling, and liability allocation while preserving a clear signature record. For healthcare providers, it helps document HIPAA responsibilities, confirms any Business Associate Agreement updates, and reduces operational risk by aligning expectations before the prior term expires.
The renewal is prepared by procurement, legal, or HR teams and routed to clinical, compliance, and finance signers depending on organizational structure.
Signers commonly include the healthcare provider’s authorized contracting officer, the EAP vendor’s executive, and, when PHI is accessed, a compliance officer who approves BAAs.
An internal benefits or HR professional who coordinates review, collects stakeholder feedback, and prepares the renewal packet. They confirm operational details, user counts, and any changes to access or reporting before routing for approvals.
An executive or contracting officer with authority to bind the healthcare organization. This person verifies legal terms, ensures BAA presence if PHI is handled, and signs the agreement to activate the renewed term.
Opted to add telehealth counseling and extend service hours to match patient demand.
Updated renewal to include expanded employee assistance for remote workers.
Detail included counseling modes, eligibility, program hours, reporting deliverables, exclusions, and any new modules added in the renewal period.
Specify the renewed term dates, auto-renewal mechanics, notice periods for non-renewal, and termination-for-convenience provisions if applicable.
List rates, invoicing frequency, any implementation charges, fee escalation formula, and payment terms, including late fees and disputed invoice procedures.
Include PHI handling protocols, BAA references, data retention limits, breach notification timelines, and encryption or access controls.
Define SLAs, response times, utilization reporting cadence, remedies for missed SLAs, and escalation paths for service issues.
Allocate risk with caps, carve-outs for gross negligence, insurance minimums, and indemnity procedures for third-party claims.
| Field | Configuration |
|---|---|
| Authentication Method | Email link with optional SMS code or KBA |
| Signature Order | Sequential routing: compliance then finance then authorized signer |
| Template Reuse | Save renewal as template with conditional fields |
| Notifications | Automatic reminders at 3 and 7 days before expiry |
Confirm platform capabilities, authentication strength, and integrations with your document repository before eSubmission.
Deliver any contractual renewal notice per the agreement, commonly 30–90 days before expiration.
Allow 10–21 business days for legal and compliance review of amendments and BAAs.
Secure all required signatures before the current term ends to prevent service gaps.
Execute or update the BAA contemporaneously if PHI access or processing changes.
Plan 7–30 days for technical changes, onboarding, or reporting updates post-execution.
Originating party issues renewal intent and draft terms for review.
Stakeholders review scope, privacy, and fee updates for agreement.
Compliance, finance, and authorized signatory approve final text.
Signatures captured and executed copies distributed to stakeholders.
| 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 | Yes | Yes | Yes | Varies by vendor |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |