Parties
Identify the employee and employer by full legal name, job title, employer unit, and contact details; include employer EIN and HR contact for claims routing and verification.
This agreement eliminates ambiguity about who designates the treating physician, speeds access to approved care, and creates a concise record for claims handling, medical billing, and compliance with Tennessee workplace injury processes.
Employers, HR teams, occupational health coordinators, and employees use this agreement when workplace injuries require designation of medical care.
Keep a signed copy with personnel and claims files to support treatment authorization and audit trails.
| Field | Configuration |
|---|---|
| Signer Sequence | Employee signs first; employer or HR approves second. |
| Authentication | Email link with optional SMS code for higher assurance. |
| Conditional Fields | Show clinic NPI only if physician checkbox selected. |
| Retention Settings | Store completed PDF with audit trail for at least six years. |
Confirm platform supports PDF, audit trail, and TLS encryption, and can attach HIPAA consent addenda where required.
Identify the employee and employer by full legal name, job title, employer unit, and contact details; include employer EIN and HR contact for claims routing and verification.
Record the selected physician's name, practice name, address, telephone, and National Provider Identifier (NPI) to ensure proper referrals, billing, and communication with the treating clinician.
Specify whether employer or employee has selection authority, any limitations or rotation rules, and the effective date and duration of the physician designation.
Clarify what treatments are authorized without additional approvals, whether preauthorization is needed for specialists, and how emergent care is handled.
Note who accepts responsibility for medical billing, procedure codes to anticipate, and instructions for submitting claims to workers' compensation carriers.
Describe how changes to the physician selection are made, notice requirements, and signatures needed to effect a valid amendment.
Sign as soon as treatment decision is made; prior to first non-emergency visit.
Provide signed agreement to claims administrator within set carrier timelines.
Agreement's effective date governs authorized treatment start.
Amendments should be dated and re-signed by both parties.
Maintain a copy in personnel and claims files for required retention periods.
Complete fields and verify provider contact information before signatures.
Employee and authorized employer representative sign and date the document.
Send copies to employee, HR, and claims administrator immediately after signing.
File completed record with audit trail per retention requirements.
| 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 | Verify | Verify | Verify | Verify |
| Bulk Send | Yes | Verify | Verify | Verify | Verify |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Verify | Verify | Verify |