Scope of Care
Defines types of therapy, goals, frequency, and whether services include in-person, home visits, or telehealth, and any limits on delegated tasks.
A clear agreement reduces misunderstandings about treatment goals, payment, insurance claims, and data sharing. It documents informed consent and can simplify reimbursement and audit requests while aligning operations with HIPAA and payer requirements.
The agreement is used by individual physical therapists, multi-clinic practices, rehabilitation departments, and third-party contractors who deliver therapy services to patients.
Use this document when establishing a new patient relationship, contracting with another provider, or updating practice policies that affect patient care, billing, or data handling.
Licensed clinician or clinic owner who accepts clinical responsibility for assessment, treatment plan, documentation, and communication with other care providers. The therapist confirms licensure status, scope limits, malpractice insurance, and responsibilities for telehealth or delegated staff.
Individual receiving care or an authorized representative who provides informed consent, agrees to payment and cancellation policies, and authorizes release of records to payers or other providers where needed.
Defines types of therapy, goals, frequency, and whether services include in-person, home visits, or telehealth, and any limits on delegated tasks.
Specifies fees, co-pays, insurance billing, assignment of benefits, billing intervals, and responsibility for denied claims or collections.
Records consent to treatment, alternatives, expected benefits, risks, and agreement to follow prescribed home programs and safety instructions.
Describes protected health information handling, disclosures, business associate relationships, and patient rights consistent with 45 CFR §164 rules.
Outlines notice periods, missed-appointment fees, and conditions under which the provider may discontinue services.
Limits of liability, malpractice coverage statement, and indemnification terms where appropriate and lawful.
| Field | Configuration |
|---|---|
| Signers | Patient | Provider — order as required |
| Authentication | Email link or SMS code; stronger MFA for high-risk cases |
| Required Fields | Name, DOB, consent checkbox, signature, date |
| Storage | Encrypted archive with access logs and retention policy |
Choose a platform that supports secure eSign, audit trails, and HIPAA controls when health data is involved.
Ensure the vendor supports encryption in transit and at rest, offer a BAA for HIPAA, and maintains an auditable certificate of completion for each signed agreement.
Provide patient a copy at completion or within a reasonable administrative period
File claims per payer rules; many carriers require 30–90 day submission
Retention generally begins on the effective date of the agreement
HIPAA requests typically handled within 30 days where applicable
Give affected parties prompt written notice when terms change
Prepare agreement and obtain internal clinical and legal review.
Explain terms and treatment plan; obtain informed consent.
Collect signatures from patient and provider; notarize if required.
Store executed agreement in secure EHR or encrypted archive.
| 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 | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |