Scope of Services
Describe services (individual, group, telehealth), session length and frequency, and any limits on scope. Be specific to avoid later disputes about what care was agreed.
A concise agreement protects clients and providers by documenting consent, fees, and confidentiality obligations; it reduces misunderstandings and supports compliance with laws such as HIPAA and applicable state practice rules while enabling reliable billing and recordkeeping.
Mental health clinicians, private practices, outpatient clinics, and community agencies commonly use this agreement to formalize treatment relationships and obligations.
Use the agreement whenever care starts, services change, or third-party billing is involved to ensure legal and administrative clarity.
Describe services (individual, group, telehealth), session length and frequency, and any limits on scope. Be specific to avoid later disputes about what care was agreed.
State rates, payment schedule, insurance billing practices, sliding scale rules, and consequences for missed payments or late cancellations.
Define protected health information handling, required disclosures, and any additional privacy addenda. Note when HIPAA permits disclosure and whether a BAA is in place.
Document consent for treatment and, if applicable, telehealth consent, electronic communications, and limits of confidentiality such as safety or legal reporting.
State how either party may end services, required notice periods, and steps for transferring care or closing records to protect continuity.
Specify governing law, venue, and preferred dispute process (mediation, arbitration, or courts); include any fee-shifting or limitation clauses if used.
| Field | Configuration |
|---|---|
| Authentication | SMS code or email link |
| Template | Reusable provider-client template |
| Conditional fields | Show fields based on answers |
| Audit trail | Enable IP, timestamp, and action logs |
Choose a platform that supports HIPAA protections, strong authentication, and secure storage for signed agreements.
Ensure your vendor will sign a Business Associate Agreement (BAA) if PHI is processed, and verify encryption, access logging, and retention controls prior to use.
Set when services and obligations begin; use MM/DD/YYYY format.
Document planned clinical reviews and consent renewals.
Specify required days’ notice for unilateral termination.
State invoicing frequency and insurer claim deadlines.
Note expected response time for record requests.
All parties sign and date the agreement; retain executed copy.
First session occurs and service delivery begins.
Assess progress and update treatment plan or fees as needed.
Decide to renew terms, transition care, or formally close the file.
| 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 vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |