Scope of Services
Describe specific therapeutic services, session length and frequency, modalities used, and any session limits or referrals required for specialized care.
A written agreement reduces uncertainty, documents informed consent, and supports regulatory compliance such as HIPAA and state licensing rules. It protects provider and patient interests by setting payment terms, confidentiality limits, and dispute procedures, and it creates an auditable record for billing, audits, and continuity of care.
The agreement is used by individual clinicians, outpatient clinics, and community programs to document services and consent before care begins.
Signers include licensed providers, authorized clinic representatives, and adult patients or legal guardians for minor or incapacitated patients.
Describe specific therapeutic services, session length and frequency, modalities used, and any session limits or referrals required for specialized care.
State service rates, billing cycles, insurance billing practices, sliding scale rules, late fees, and any collection or recovery costs for unpaid balances.
Include HIPAA-compliant privacy notice, permitted disclosures, reauthorization for sharing records, and requirements for a signed HIPAA authorization when needed.
Specify effective date, duration, termination rights for either party, notice periods, and obligations that survive termination such as confidentiality.
Document consent to treatment, telehealth procedures (if applicable), risks and benefits, and how emergencies or crises will be handled.
Clarify limits on provider liability, indemnity for third-party claims, insurance responsibilities, and procedures for dispute resolution or arbitration.
| Field | Configuration |
|---|---|
| Authentication Method | Email plus optional SMS one-time passcode |
| Document Format | PDF/A preferred for long-term archival |
| Audit Trail | Enable IP, timestamp, and action logging |
| Template Management | Use reusable templates to ensure clause consistency |
Confirm format, integrations, and authentication supported by your eSignature platform before digital execution.
Date when obligations and treatment begin
When invoices are issued and payments due
Standard 24–72 hours notice for session cancellation
Typical 30 days written notice for contract termination
Specify automatic renewal or notice window
| 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 trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Yes |
| 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 |