Scope of Evaluation
Describe permitted uses, locations, clinical protocols, and prohibited actions to prevent improper deployment or patient safety risks during the trial period.
The agreement reduces operational and legal uncertainty during equipment trials by clarifying liability, HIPAA obligations, insurance, acceptance testing, and return logistics. It documents consent for data collection and sets a framework for escalation if equipment fails or causes harm.
Healthcare facilities, device manufacturers, clinical engineering teams, and procurement departments are the primary users of this agreement.
Each signer should have the authority to bind their organization and understand regulatory obligations related to patient safety and PHI.
A procurement or operations leader who approves contractual terms and budget implications. They ensure the agreement aligns with institutional purchasing policies and insurance requirements, and they coordinate with legal and clinical stakeholders.
An authorized vendor signatory (sales or contracts manager) who commits to delivery, training, warranty coverage, and technical support obligations. This person confirms device specifications and acceptance criteria.
Describe permitted uses, locations, clinical protocols, and prohibited actions to prevent improper deployment or patient safety risks during the trial period.
Define pass/fail criteria, measurement methods, acceptable tolerances, and who signs off to confirm successful evaluation and trigger any purchase option.
Assign installation responsibilities, timelines, training deliverables, and vendor support obligations including escalation contacts and service-level expectations.
Specify what device data is collected, PHI handling, logging, encryption, BAA terms, and retention rules consistent with HIPAA and institutional policies.
State minimum insurance limits, vendor indemnities for third-party claims, and provider responsibilities for clinical malpractice or misuse.
Set return condition standards, damage assessment procedures, repair vs replacement rules, and cost allocation for restorative work or loss.
| Field | Configuration |
|---|---|
| Signer Order | Sequential: provider → clinical engineer → vendor |
| Authentication | Email + optional SMS code for higher assurance |
| Attach BAA | Include as required document during signature |
| Audit Trail | Capture timestamps, IP, and certificate |
Use a platform that supports HIPAA-level controls, audit trails, and secure document storage for agreements involving PHI.
Ensure the chosen vendor can sign a Business Associate Agreement if the device or vendor accesses PHI and supports retention and export in standard formats.
Equipment available on the effective date specified in the agreement
Return or acceptance must occur by the end date or specified extension
Provider submits evaluation report within 10 business days of testing
Proof of insurance due before delivery or installation
Any fees or reimbursements payable per the agreed net terms (e.g., Net 30)
| 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 free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |