Parties
Clearly identify provider, client, guardian, and any billing or referring entities with full legal names and contact information.
A clear contract reduces misunderstandings, documents informed consent, protects patient privacy under HIPAA, and helps establish billing and liability boundaries. It also provides a written record for audits, reimbursement, and regulatory compliance.
The contract is used by a range of organizations and roles involved in delivering or coordinating care.
Use the roles above to determine approvers, required signatures, and any organizational approvals or board notifications before execution.
Typically signs on behalf of the provider organization with authority to bind operational terms, confirm staffing and billing practices, and accept responsibility for regulatory compliance and reporting.
Signs to acknowledge informed consent, authorize sharing of protected health information where applicable, accept program rules, and agree to payment or third-party referral terms.
Many organizations adopt electronic workflows for faster execution, secure transmission, and reliable audit trails.
Choose a platform that supports HIPAA BAAs, audit trails, and the integrations your organization depends on for billing and records management.
| Field | Configuration |
|---|---|
| Authentication Method | Email link, SMS code, or KBA |
| Signature Order | Sequential or parallel signing |
| Conditional Fields | Show fields only when applicable |
| Audit Trail Retention | Retain logs for required period |
Date parties sign; obligations begin on this date
When services are scheduled to commence
Monthly, per-session, or milestone invoicing terms
Typical notice periods range from 15 to 30 days
Follow statutory retention timelines for records
| 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, no card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium tier) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Clearly identify provider, client, guardian, and any billing or referring entities with full legal names and contact information.
Define services, frequency, performance standards, and any deliverables or progress reporting required by funders or oversight bodies.
List staffing qualifications, supervision, emergency procedures, and timelines for service delivery and documentation.
Include HIPAA authorization language, BAA terms if required, data sharing limits, and secure transmission/storage requirements.
State rates, invoicing intervals, payer responsibilities, and any sliding-scale or grant-funded adjustments.
Specify notice periods, cure opportunities, and how modifications must be executed in writing or electronically.
Individualized care or case plan detailing goals, interventions, measurable outcomes, and review cadence tied to the contract.
Signed authorization specifying permitted disclosures, recipients, expiration, and revocation procedures for PHI.
Assignment of benefits, payer details, and documentation required to support claims and reimbursements.
Optional releases for third-party information sharing, photo use, or program evaluation tied to services.
Determine whether the contract or state law requires notarization or witnesses
Decide between in-person notarization and RON where permitted
Complete identity verification (government ID, KBA, or credential analysis)
Arrange notary or RON session with all necessary parties present
Ensure all signature blocks and notarization certificates are present
Signer executes document while notary or witnesses observe
Notary completes acknowledgement or jurat and records entry
For RON, preserve audio-video per state rules (typically 5–10 years)