Scope of Testing
Define tests, accepted protocols, exam locations, and any limitations or exclusions for the assessment.
A formal IMA Testing Agreement reduces disputes by specifying scope, limits liability, clarifies consent and data handling, and records fees and deliverables. It supports compliance with privacy and recordkeeping rules while enabling predictable timelines for assessments.
Use clear role definitions and identified signatories to avoid later challenges about authority, consent, or fee responsibility.
Define tests, accepted protocols, exam locations, and any limitations or exclusions for the assessment.
Describe the nature of the examination, risks, data uses, and the party providing consent for medical records access.
List step-by-step procedures, specimen handling, chain-of-custody, and quality-control requirements for reproducibility.
Specify fees, billing party, payment timeline, and any cancellation or rescheduling penalties.
State report format, delivery method, required timelines, and confidentiality obligations for findings.
State permitted signature methods, authentication level, and whether notarization or witness is required.
| Field | Configuration |
|---|---|
| Signers | Ordered workflow or parallel signing as required |
| Authentication | Email link, SMS code, or stronger methods per policy |
| Notifications | Enable reminders and delivery confirmations |
| Retention | Set automatic archive duration and export settings |
Ensure the chosen platform supports required retention, audit trails, and any HIPAA Business Associate Agreement obligations.
| 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 plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica reduced turnaround by digitizing their testing consent process and centralizing templates.
A health provider standardized testing agreements to include explicit HIPAA release language and retention policy.
Signs to confirm clinical scope and testing standards; must be licensed and have authority to represent the provider in clinical matters and attest to test validity.
Signs for the referring party (employer or insurer); must have delegated authority to accept financial responsibility and consent to records release.