Service List
Detail covered procedures, frequency limits, exclusions, and any provider-level scheduling constraints to prevent misunderstandings.
The program clarifies services covered, patient responsibilities, and payment arrangements in a single document, reducing billing disputes and improving scheduling predictability. For practices it standardizes patient expectations, supports revenue forecasting, and provides an auditable record for compliance with healthcare retention and privacy rules.
The document is completed by clinic staff and signed by the patient or authorized representative during intake or enrollment.
Maintain a copy in the patient record and follow clinic procedures for consent, revocation, and retention.
| Field | Configuration |
|---|---|
| Patient Info | Auto-fill from PMS, require phone and DOB |
| Service Selection | Conditional fields show covered items only |
| Payment Setup | Collect card token, set recurring schedule |
| Signature Capture | Enable eSignature field with audit trail |
Ensure the electronic workflow supports legal and technical requirements before e‑signing or eSubmission.
Verify platform encryption, audit trail retention, and signer authentication to meet HIPAA and ESIGN requirements.
Detail covered procedures, frequency limits, exclusions, and any provider-level scheduling constraints to prevent misunderstandings.
Specify total cost, installment amounts, due dates, accepted methods, auto-renewal terms, and late fee handling.
Define cancellation windows, refund calculations, and the process for partial-period terminations or no-shows.
Include HIPAA authorization language when sharing protected health information beyond treatment, payment, and operations.
State any clinical exclusions, referral requirements, or situations where additional fees apply.
Explain how signed copies are retained, how to request records, and who to contact for corrections.
Provide on payer request; no fixed federal deadline
Deliver by January 31 each year for employee wage reporting
Issue by January 31 for nonemployee compensation reporting
April 15 is the standard due date unless extended
April 15 with automatic extension available to October 15
Verify patient identity and capture signed consent at enrollment
Schedule covered visits and track attendance against included services
Process initial payment or set up recurring billing
Move completed file to long-term storage per retention policy
| 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 | 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 |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |