Scope of Services
Describe the fitness services, supervision level, equipment use, and any remote or telehealth components included in the program.
A written terms agreement reduces ambiguity about services, data use, and financial responsibility, and documents participant consent. It helps manage compliance with HIPAA when PHI is involved, establishes dispute-resolution mechanics, and clarifies who may sign or authorize participation on behalf of a patient or client.
Confirm signer authority and record any guardianship or power-of-attorney documents before accepting a signature.
Describe the fitness services, supervision level, equipment use, and any remote or telehealth components included in the program.
List attendance expectations, medical disclosures required, pre-participation screening, and behavior or safety rules participants must follow.
State fees, billing cadence, insurance billing practices, refund policy, and financial responsibility if insurance denies a claim.
Explain what health information is collected, how it will be used and shared, and reference HIPAA authorization when PHI is disclosed.
Include a clear assumption-of-risk clause, any required medical clearance, and limits on provider liability to the extent allowed by law.
Specify termination for cause, notice requirements, and dispute-resolution method (e.g., mediation or state court selection).
| Field | Configuration |
|---|---|
| Signature | Required; date field auto-filled on sign |
| HIPAA Checkbox | Required; links to authorization text |
| Identity Check | Email plus SMS code or KBA for higher assurance |
| Document Storage | Encrypted storage with access logging |
Choose a vendor that supports secure storage, configurable authentication, and the ability to attach HIPAA authorizations to signed records.
Specify open and close dates for program sign-ups
Date when participant obligations begin
Send claims according to payer deadlines
Provide signed copies promptly upon request
State notice period required for program withdrawal
Participant receives program overview and terms
Participant signs HIPAA authorization and terms
Services delivered and attendance recorded
Signed files stored per 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 | Yes, 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes (Business Premium) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA available) | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |