Scope of Services
Define clinical procedures, testing protocols, staffing levels, equipment responsibilities, and service locations so both parties know what is and is not covered.
A well-structured Healthcare Pulmo Services Agreement aligns clinical expectations, clarifies payment and coding responsibilities, supports HIPAA-compliant information sharing, and reduces disputes over services or billing. It creates an auditable record for payers, providers, and compliance reviews while helping manage clinical risk and contract lifecycle obligations.
Identify the primary internal owner (e.g., contracts manager or director of clinical operations) to ensure timely review, signature, and retention.
Define clinical procedures, testing protocols, staffing levels, equipment responsibilities, and service locations so both parties know what is and is not covered.
Specify fee schedules, CPT/HCPCS codes, submission timelines, reimbursement rates, prior authorization responsibilities, and fee dispute mechanisms.
Include HIPAA obligations, BAA requirement when PHI is exchanged, data access controls, and breach notification procedures.
Require provider licensure, board certification where applicable, maintenance of malpractice insurance, and credentialing process for staff.
Allocate responsibility for professional negligence, equipment failure, indemnification limits, and insurance coverage minimums.
Set effective and expiration dates, termination for cause or convenience, notice periods, and patient transition/continuity arrangements.
| Field | Configuration |
|---|---|
| Effective Date | Pre-fill via template variable; require MM/DD/YYYY format |
| Signature | Require signer name, signature, and date fields |
| HIPAA BAA Attachment | Attachable required file; validate presence before routing |
| Reviewer Approval | Set sequential reviewer steps (legal → compliance → exec) |
Ensure your chosen platform preserves a non-editable signed PDF, stores a tamper-evident audit record, and can support a BAA when PHI is present.
Date services and billing terms begin
30–90 days typical for termination by convenience
45–90 days to complete payer credentialing
Align with payer window to prevent denied claims
Retention begins on creation or last effective date
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year limit | Varies by plan | Varies by plan | Varies by plan |
A community hospital contracted a pulmonology group to provide inpatient consults and bronchoscopy support
A durable medical equipment supplier executed a services agreement with a multi-specialty clinic