Scope of Services
Specify the exact procedures, products, session length, and number of visits. Attach treatment protocols or product lists as exhibits to avoid ambiguity.
A clear written agreement reduces misunderstandings, documents informed consent, and sets enforceable expectations for scope, payment, cancellations, and liability. It protects both the practitioner and the client by capturing health disclosures, aftercare obligations, and any specific treatment risks.
Use role-based responsibilities to keep records accurate and ensure each required field is completed before services begin.
Specify the exact procedures, products, session length, and number of visits. Attach treatment protocols or product lists as exhibits to avoid ambiguity.
State fees, payment schedule, accepted payment methods, deposits, and consequences for nonpayment, including any late fees or collection responsibilities.
Describe risks, benefits, alternatives, and expected outcomes. Include space for client initials and signature acknowledging receipt of pre-treatment disclosures.
Define cancellation notice periods, forfeiture of deposits, rescheduling terms, and any prorated refund methodology.
Limitations of liability, indemnification obligations, and caps on damages should be clearly stated and comply with state law.
State how health and personal data will be used, stored, and shared; include HIPAA addenda where applicable for medical procedures.
| Field | Configuration |
|---|---|
| Signature Authentication | Email link or SMS code verification |
| Required Fields | Make medical history and initials mandatory |
| Conditional Fields | Show additional consent for invasive services |
| Reminder Emails | Automated follow-ups for unsigned agreements |
Choose software that supports secure storage, audit trails, and appropriate signer authentication for your service level.
Specify how far in advance appointments must be confirmed
State the required notice (for example, 24–72 hours)
Define fees or limits for rescheduling
State timeframe for refunds if permitted
Specify how long executed agreements are kept
Client completes intake form and medical history
Practitioner discusses risks and options with client
Client signs agreement and authorizes payment
Provider schedules post-treatment check and documents outcomes
| 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 | Available on select plans | Available on select plans | Available on select plans | Available on select plans | Varies by plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The clinic standardized templates to reduce intake time by 50% and ensure consistent disclosures.
A practice integrated digital consent forms with their EHR to reduce manual entry and errors.