Scope of Services
Describe precise advisory activities, deliverables, and any limitations to clinical decision-making or medical advice.
A clear Patient Advisor Services Agreement reduces misunderstandings about scope, fees, and data use while helping ensure compliance with health privacy and consumer disclosure rules.
Identifying the correct signers and their authority reduces disputes and supports legal enforceability.
Describe precise advisory activities, deliverables, and any limitations to clinical decision-making or medical advice.
State when services begin and end, renewal conditions, and how to record interim extensions or modifications.
Specify fee basis (hourly, flat, subscription), billing frequency, and responsibility for taxes or third-party payments.
Detail protection of PHI, any minimum security measures, and roles under HIPAA including BAA expectations.
List data sharing permissions, permitted disclosures, and whether de-identified data may be used for analytics.
Set notice periods, grounds for immediate termination, and post-termination obligations for data return or destruction.
| Field | Configuration |
|---|---|
| Signature Field | Required for each party; include date and printed-name fields |
| Authentication | Use email + optional SMS code or KBA for higher assurance |
| Document Locking | Enable tamper-evident sealing after final signature |
| Notifications | Enable recipient email confirmations and completion receipts |
Configure audit trails and storage controls to satisfy HIPAA and internal retention policies.
Specify as MM/DD/YYYY when obligations begin
Standard 30-day notice for termination unless immediate cause exists
Define monthly, per-engagement, or milestone billing cadence
State expected turnaround for advisor responses, e.g., 2 business days
Maintain signed records per applicable retention rules
Create agreement and attach any authorization forms
Verify HIPAA, BAA needs, and consumer disclosure requirements
Collect signatures and record authentication evidence
Archive records according to retention policy and legal standards
| 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 trial | No | No | Yes (limited) | Yes (limited) |
| Bulk Send | Yes (premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |