Scope of Services
Define permitted procedures, locations, hours, staffing levels, and any excluded services; include escalation pathways for out-of-scope requests.
A formal policy reduces operational ambiguity, protects patient privacy, and allocates clinical and financial risk. For healthcare organizations it supports HIPAA compliance and consistent credentialing; for surgical partners it clarifies scope, indemnity, and scheduling. Properly documented policies reduce disputes and support audits and accreditation reviews.
The policy is intended for operational, legal, and clinical stakeholders to reference throughout the partnership lifecycle.
Define permitted procedures, locations, hours, staffing levels, and any excluded services; include escalation pathways for out-of-scope requests.
Specify required licenses, board certifications, hospital privileges, privileging process, primary source verification timelines, and revalidation intervals.
Detail protected health information handling, Business Associate Agreement requirements, permitted PHI access, and breach notification procedures.
List required malpractice limits, certificate of insurance deliverables, indemnity clauses, and notice-of-claim procedures.
State scheduling rules, block time allocation, equipment use, staffing responsibilities, and perioperative supply obligations.
Prescribe termination notice periods, grounds for immediate suspension, dispute resolution steps, and patient-care continuity measures.
| Field | Configuration |
|---|---|
| Template | Create reusable template with locked legal clauses |
| Conditional Fields | Show insurance upload only if third-party billing selected |
| Authentication | Use email + SMS code for signer validation |
| Notifications | Auto-remind 30/15/7 days before expiry |
Ensure the chosen platform records timestamps, signer attribution, and stores documents under encryption with role-based access controls.
30–90 days depending on primary source verification
Annually; require certificate 30 days before expiry
30–90 days per contract terms
Report within 72 hours to clinical governance
Every 1–3 years for privileges and credentials
| 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 | Yes, 7-day free trial | Yes, varies by plan | Yes, varies by plan | Yes, varies by plan | Yes, varies by plan |
| 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 by plan | Varies by plan | Varies by plan |