Scope of Services
Defines tasks (e.g., assessments, medication administration), hours of coverage, on-call duties, and exclusion of services not authorized under the contract.
A clear addendum reduces ambiguity about clinical duties, licensure expectations, and recordkeeping, lowering regulatory risk and disputes.
Organizations and individuals involved in clinical support agreements should prepare or review the addendum before services begin.
Final signing should include authorized representatives from both parties plus any required institutional approvers or compliance officers.
A Director of Nursing or equivalent clinical leader typically certifies clinical scope, staffing ratios, and credential verification processes; they confirm clinical protocol alignment and escalation paths in 2–3 concise paragraphs.
A facility administrator or procurement officer signs for the recipient organization to accept service terms, billing rates, insurance requirements, and termination rights while ensuring the addendum aligns with institutional policies.
Defines tasks (e.g., assessments, medication administration), hours of coverage, on-call duties, and exclusion of services not authorized under the contract.
Specifies required licensure, certifications, TB/health screenings, criminal background checks, and proof of malpractice coverage limits.
Lists HIPAA compliance obligations, whether a BAA is required, permitted PHI uses, and breach-notification procedures.
States liability allocation, minimum insurance limits, and requirements for naming the contracting party as an additional insured.
Explains hourly rates, billing intervals, overtime, reimbursement rules, invoicing cycle, and any allowable expenses.
Describes notice periods, wind-down obligations, patient record transfer, and continuity plans for ongoing care.
| Field | Configuration |
|---|---|
| Signer Order | Set provider then recipient; allow parallel signing if needed. |
| Required Attachments | Permit file uploads for licenses, insurance certificates. |
| Authentication | Use email + SMS code or higher for identity verification. |
| Audit Trail | Enable full activity logs, timestamps, and IP capture. |
Choose a platform that supports secure signatures, audit trails, and required integrations for record transfer.
Integrations reduce manual rekeying and allow credential and insurance documents to be stored with the executed addendum.
| 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 | Varies | Varies | Varies |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Set as MM/DD/YYYY; services begin on or after this date.
Confirm licenses and certifications are current on the effective date.
Match provider policy periods to contract term to avoid coverage gaps.
Observe contractual notice for termination or non-renewal as stated in the addendum.
Retention clocks typically begin on effective date or service completion, per record type.
Clinical and legal drafts finalized for internal review.
Provider submits licenses and insurance for review and approval.
Authorized officials sign after compliance confirmation.
Signed copies distributed and stored with retention metadata.
A suburban school district added an exhibit specifying daily clinic hours and medication protocols
A home health agency added a short-form addendum for temporary supplemental RN coverage