Parties & Recitals
Identify clinic and owner, state their roles and the contract's purpose so there is no dispute about who is bound.
A clear contract reduces disputes by documenting expectations for treatment, costs, and communications. It protects clinic operations, clarifies consent for procedures, and provides an evidentiary record should billing, injury, or professional-liability issues arise.
The contract is completed and signed by clinic representatives and the animal owner or authorized agent before services begin.
Different users focus on different sections: administrators on fees and insurance, clinicians on medical consent, owners on scope and emergency care instructions.
| Field | Configuration |
|---|---|
| Signer Order | Clinic Representative | Owner |
| Authentication | Email link with optional SMS code |
| Required Fields | Signature, Date, Initials, Pet ID |
| Storage | PDF/A with audit log |
Choose a platform that supports PDF and DOCX formats, audit trails, and secure storage for client records.
Ensure the vendor supports ESIGN/UETA compliance, optional HIPAA BAA when needed, and retention/export options for audits and billing reconciliation.
| 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 credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (Business Premium+) | Yes (plans vary) | Yes (plans vary) | 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 by plan | Varies by plan | Varies by plan |
Identify clinic and owner, state their roles and the contract's purpose so there is no dispute about who is bound.
List diagnostics, treatments, surgery, boarding, and ancillary services with any exclusions or conditional care parameters.
Define prices, deposits, payment timing, accepted methods, late fees, and consequences for unpaid balances to avoid billing disputes.
Document informed consent for procedures, anesthesia, and emergency care with spending limits and owner contact protocols.
Describe how client contact data and medical notes are stored, who can access them, and any privacy safeguards in place.
Allocate responsibility for outcomes, insurance requirements, indemnity, and how either party may terminate the agreement.
Date contract obligations begin; use MM/DD/YYYY.
Specify due on receipt or net 30 days, as agreed.
Require 24–48 hours notice to avoid full-service charge.
State how long one-time consents remain valid.
Set timelines for appointment confirmation and follow-up care.
A clinic uses a signed contract to document anesthesia consent
An owner signs boarding terms and emergency authorization at check-in