Parties and Definitions
Clearly identify the provider, billing entity, and any subcontractors; define key terms such as 'claim submission,' 'denial management,' and 'protected health information' to avoid ambiguity in scope and responsibilities.
A written Healthcare Medical Billing Agreement clarifies roles, reduces claim denials, and documents HIPAA-compliant handling of protected health information, reducing regulatory and financial exposure.
Use this agreement to document permissions, data handling, fees, performance metrics, and termination procedures between parties.
A practice executive (owner, CEO, or practice manager) who controls financial and operational obligations signs to bind the provider organization and authorize release of billing-related patient data.
An authorized representative of the billing company (COO or Compliance Officer) signs to accept responsibilities for claims submission, appeals, reporting, and HIPAA-compliant handling of PHI.
Clearly identify the provider, billing entity, and any subcontractors; define key terms such as 'claim submission,' 'denial management,' and 'protected health information' to avoid ambiguity in scope and responsibilities.
Specify services provided (claims submission, eligibility checks, payment posting, appeals, patient statements) and exclude services not covered, with examples to prevent scope creep and billing errors.
State fee model (percentage, flat fee, per-claim), billing frequency, timing of remittances to provider, and handling of refunds or chargebacks to provide transparency and predictable cash flow management.
Include HIPAA obligations, requirement for a Business Associate Agreement (BAA) if PHI is exchanged, data-security standards, breach notification procedures, and obligations to comply with 45 CFR §164.500 et seq.
Set measurable KPIs (days in accounts receivable, denial rate, clean claim rate) and reporting cadence, plus remedies or service credits when performance thresholds are not met.
Outline termination triggers, notice periods, data return/transfer procedures, and timelines for final reconciliation to minimize operational disruption at contract end.
| Field | Configuration |
|---|---|
| Authentication Method | Email link with optional SMS code or KBA for higher assurance |
| Signing Order | Sequential routing: provider representative then billing company rep |
| Required Fields | Signatures, dates, printed names, and initials for key clauses |
| Retention Setting | Retain signed PDF and audit trail for minimum retention period |
Verify that the platform can produce an audit trail, support BAAs for HIPAA, and export signed records in standard formats.
Payer-specific; commonly 90–365 days from date of service
Most payers require appeals within 30–180 days
Reconcile remittances and ERA postings monthly
Deliver account and fee notices per agreement timelines
Effective date determines retention clock
| 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 | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
John Butler led a centralized billing consolidation project to reduce denials
Tim Martin used online signing to execute vendor contracts across locations