Scope of Services
Describe assessments, therapy modalities, session lengths, telehealth availability, and treatment planning responsibilities in clear terms to avoid scope creep and miscommunication.
A precise contract reduces misunderstandings, supports HIPAA compliance, and documents informed consent and billing arrangements for psychological services.
Typical participants include licensed psychologists, clinics, patients or guardians, billing administrators, and referring clinicians.
Roles and signing authority should be specified in the contract to ensure valid execution and accountability.
Describe assessments, therapy modalities, session lengths, telehealth availability, and treatment planning responsibilities in clear terms to avoid scope creep and miscommunication.
Define session rates, insurance billing practices, cancellation fees, sliding scale eligibility, and who is responsible for co-pays or unpaid balances.
Include informed consent language for treatment, limits on confidentiality, mandatory reporting exceptions, and HIPAA-related privacy practices.
Specify what clinical records are kept, retention period, access rights, and the method for releasing records to patients or third parties.
Address technology, consent for remote sessions, cross-jurisdictional practice limitations, and contingency plans for technical failures.
Set out termination notice periods, post-termination obligations, and whether disputes use mediation, arbitration, or court proceedings.
| Field | Configuration |
|---|---|
| Signature Field | Require typed or drawn signature, date stamp |
| Authentication | Email + optional SMS code |
| Conditional Fields | Show clinical history only if consent checked |
| Audit Trail | Enable IP and timestamp capture |
Choose an e-signature platform that supports HIPAA BAAs, secure storage, and integration with clinical systems.
Ensure the chosen solution documents intent, provides an audit trail, and supports long-term export to meet retention rules.
Starts services and retention clock
Begin within agreed timeframe
Typically 24–30 days required
Invoice frequency and due date
Allow time for processing requests
Clinic standardized consent and billing terms to streamline intake and reduce administrative steps
A solo practitioner created a template for telehealth and in-person services to clarify fees and cancellation policies
| 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 | Trial varies | Trial varies | Trial varies | Trial varies |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |