Parties
Identify the provider (name, license type, license number, business/clinic name) and the patient (full legal name, date of birth); include guardian information if applicable.
The contract reduces misunderstandings, documents consent and financial terms, and helps satisfy regulatory requirements such as HIPAA privacy obligations (45 CFR §164.502). It also establishes a clear baseline for treatment scope, limits of confidentiality, and procedures for cancellations, emergencies, and record access.
These contracts are used by individual clinicians, group practices, integrated behavioral health teams, and organizations that offer psychotherapy services.
Use the contract to make service boundaries explicit, protect privacy rights, and create a record that supports clinical continuity and administrative processes.
A licensed therapist, psychologist, or clinical social worker signs to accept clinical obligations and to attest to professional licensure and scope of practice; the provider may also include billing entity and contact details for records requests.
The patient or a legally authorized guardian signs to give informed consent for psychotherapy services, acknowledge fee rules and cancellation policies, and agree to permitted disclosures; for minors, parent or guardian signature and age of consent rules apply per state law.
Identify the provider (name, license type, license number, business/clinic name) and the patient (full legal name, date of birth); include guardian information if applicable.
Describe therapy type (individual, couples, family), modalities (CBT, psychodynamic), session length and frequency, and any limits on scope or ancillary services.
State session fees, accepted payment methods, insurance billing practices, client responsibility for co-pays and deductibles, and when late or missed payment policies apply.
Explain HIPAA protections, exceptions (danger to self/others, abuse reporting, court orders), and how psychotherapy notes are handled versus other clinical records.
Specify permitted telehealth platforms, technical expectations, location restrictions, and emergency protocols when distance care is provided.
Set notice periods for ending services, how records and referrals will be handled, and financial obligations after termination.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link or SMS code |
| Audit Trail | Enable timestamps and IP capture |
| Document Retention | Set retention duration per policy |
| Access Controls | Limit downloads to authorized roles |
Choose a platform that supports secure file formats, preserves audit trails, and can meet HIPAA or other compliance needs.
Confirm vendor capabilities for BAA, access logging, and advanced authentication before transmitting protected health information.
Enter as MM/DD/YYYY; obligations begin on this date
Periodic consent recommended for ongoing therapy; document renewal dates
Specify payment due dates and grace periods
Respond to valid requests within state law timeframes
Retention begins on creation or last effective date per statute
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Save final executed documents as PDF/A for archival, or as PDF for EHR import; maintain the audit trail file with the signed document.
Attach intake questionnaires, prior authorization forms, release of information, and any insurance assignment documentation.
Use PDF/A for long-term retention to ensure format stability and searchability.
Link signed contract to patient chart in the EHR and to billing entries for reconciliation.