Scope of Services
Clearly describe tasks, deliverables, meeting frequency, and deliverable formats so expectations are objective and measurable during the engagement.
A properly drafted Healthcare Medical Advisor Agreement aligns expectations, protects patient privacy under HIPAA, and documents compensation and liability terms so both parties understand responsibilities and legal risks.
Typical users include clinical consultants, medical affairs teams, legal and compliance personnel, and health-system contracting staff who need documented advisory arrangements.
Use this agreement whenever an external clinician or specialist provides advisory services, including periodic reviews, expert opinions, or participation on medical advisory boards.
Senior clinician contracted to provide advisory services, expected to disclose conflicts of interest and maintain professional licensure. The advisor is responsible for timely delivery of reviews and must comply with confidentiality and HIPAA requirements in the agreement.
Contracts manager, general counsel, or director of medical affairs who reviews scope, compensation, and compliance terms and signs on behalf of the organization with authority to bind the entity.
Clearly describe tasks, deliverables, meeting frequency, and deliverable formats so expectations are objective and measurable during the engagement.
Specify rates, expense reimbursement, invoicing schedule, and any equity or stock-based payments; address tax reporting responsibilities and whether Form 1099-NEC will be issued.
Include nondisclosure obligations, permitted uses of PHI, minimum necessary standards, and a Business Associate Agreement where the advisor will handle protected health information.
Allocate ownership for work product, derivative materials, and any licensed background IP, and specify any license back to the organization if required.
State the effective date, duration, renewal terms, and termination for convenience or cause, including notice periods and wind-down obligations.
Define limitations on liability, indemnification for third-party claims, and insurance requirements appropriate to clinical advisory risk.
| Field | Configuration |
|---|---|
| Signature Block | Place distinct signature and date fields for each party; require full name and title. |
| Confidential Checkbox | Add a mandatory checkbox confirming receipt of confidentiality and HIPAA terms. |
| Attachment Field | Allow upload for CV, license, and conflict disclosures as required. |
| Authentication | Enable email and optional SMS or access-code verification for the advisor. |
Confirm platform security, audit trail detail, and integration capabilities before e-signing PHI-related agreements.
Effective date in MM/DD/YYYY; term length and automatic renewal if applicable.
Specify invoice frequency and net terms, commonly net 30 or net 45.
Notice periods for termination for convenience or cause, often 30 to 90 days.
Require prompt disclosure of conflicts when first known or prior to each advisory activity.
State retention obligations and where signed originals are stored for compliance audits.
| 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, no credit card required | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium) | Yes (paid tiers) | Yes (paid tiers) | Yes (paid tiers) | Yes (paid tiers) |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |