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Contract Types & Categories

Agreement Type

Clinical/Non-Clinical Designation

Workflow Package Category

Contract Category

1

Accreditation Agreement

Non-Clinical

Agreement with an accreditation body to engage in its accreditation process. (Actual certificate of accreditation contract type is Certificates, Licenses & Permits.)

Supply Chain/General

2

Accredited Care Organization Agreement

Clinical

Voluntary agreement between a group of providers, hospitals, and other healthcare providers to provide coordinated, high-quality care to Medicare patients

Provider

3

Acquisition Agreement

Non-Clinical

Agreement to sell or acquire businesses or business lines (other than with a provider or provider group—see provider contract types)

Supply Chain/General

4

Affiliation Agreement

Non-Clinical

Agreement with a university or similar educational institution for the purpose of providing educational/learning/teaching opportunities in the healthcare environment

Supply Chain/General

5

Ambulance Agreement

Clinical

Agreement for the sale, purchase or non-emergent transportation services of an ambulance including restocking services

Supply Chain/General

6

Answering Services Agreement

Non-Clinical

Agreement in which hospital provides paging services through communications staff to providers or provider groups. Involves compliance review and may include fees paid to hospital

Supply Chain/General

7

Articles of Incorporation

Non-Clinical

Document establishing the hospital or facility and its laws, including operating agreements, bylaws and associated agreements. Must be filed with an appropriate government agency, commonly the office of the Secretary of State, for the business to be legally recognized as a corporation

Supply Chain/General

8

Assisted Living Facility Agreement

Non-Clinical

Assisted living is a residential setting focused on providing a healthy social environment, etc. Differs slightly from skilled nursing facility agreement in that patients don’t require constant care, but need assistance with activities of daily living (ADL)

Supply Chain/General

9

Athletic Training Agreement

Non-Clinical

Agreement in which hospital provides an athletic trainer to local schools or other group to monitor student athletes. Arrangement may provide for public relations or marketing opportunities and compensation may be paid/waived

Supply Chain/General

10

Benefits-Related Plans and Agreement

Non-Clinical

Documents related to employee benefit programs, such as health, dental, life and LTD insurance programs, and retirement and other investment/savings programs, and PTO

Supply Chain/General

11

Billing and Collection Agreements

Non-Clinical

Agreement with coding, billing or collection agency or auditing vendor to provide services on behalf of the hospital or covered entity

Supply Chain/General

12

Business Associate Agreements

Non-Clinical

An agreement between the hospital and its business associates who will use PHI in accordance with HIPAA guidelines, and have entered into an underlying contract for services or supplies (Note that the best practice is to store the BAA in the vendor contract file if not a stand alone BAA)

Supply Chain/General

13

Clinical Affiliation Agreement

Clinical

Agreement with a university or similar educational institution for the purpose of providing educational/learning/teaching opportunities in the healthcare environment

Supply Chain/General

14

Clinical Education Agreement

Clinical

Facility and School agree to enter into this Agreement to provide learning experiences for the mutual benefit of the students, as well as, the Facility’s acute care centers, outpatient centers, provider practices, nursing homes, etc. and the medical community

Supply Chain/General

15

Clinical Research Agreement

Clinical

An agreement for the purpose of clinical study or research, including clinical drug trials. Requires IRB approval (principal investigator, study site, research sponsor agreements) unless with a provider or provider group

Research

16

Clinical Services Agreement

Clinical

Agreement securing outside services from a non-referral source to be used directly in the provision of patient care or treatment, such as therapy services, dietitian/food services, laundry or technician

Supply Chain/General

17

Clinical Trial Agreement

Clinical

Agreement for the management of the relationship between the sponsor that may be providing the study drug or device, the financial support and /or proprietary information and the institution that may be providing data and/or results, publication, input into further intellectual property

Provider

18

Clinically Integrated Network Agreement

Non-Clinical

Agreement in which a collection of healthcare providers, such as providers, hospitals, and post-acute care treatment providers, commit to be a part of a network and provide services based on set quality standards and negotiate collectively with payers on reimbursement. This is applicable with health plans, but because it can also include bonus compensation to providers, it must be controlled

Provider

19

Confidentiality Agreement

Non-Clinical

Agreement intended to protect information considered to be proprietary or confidential

Supply Chain/General

20

Consignment Agreement

Non-Clinical

A consignment agreement is a type of contract between two parties, the consignor and the consignee, stipulating the details of the agreement a service like a sale, resale, transport, storage or use of particular goods

Supply Chain/General

21

Construction Agreement

Non-Clinical

Unit pricing agreement or construction/contract architecture agreement for the construction, alteration, renovation or repair of buildings or structures

Real Estate

22

Consulting Agreement

Non-Clinical

Agreement outlining the terms and conditions for allocating work to an outside consultant or consulting firm in a non-professional business sector

Supply Chain/General

23

Credentialing Agreement

An agreement for the services of verifying the credentials of a health care facility’s providers and other licensed health care professionals

Provider

24

Data Use and Sharing Agreement

Non-Clinical

Agreement documenting what data is being shared and/or how that data can be used (Only applies to access registries, databases, remote access.)

Supply Chain/General

25

Employment Agreement

Non-Clinical

Agreement specifying the conditions of the relationship between a non-provider employee and an employer, including compensation and expectations

Supply Chain/General

26

Environmental Services Agreement

Clinical

Agreement for outsourced cleaning services provided onsite

Supply Chain/General

27

Equipment Lease Agreement

Non-Clinical

Agreement in which the owner of the equipment/supplies (the lessor) allows the user (the lessee) to operate or otherwise make use of the equipment in exchange for periodic payments

Supply Chain/General

28

Equipment Loan Agreement

Non-Clinical

Loaner agreement for equipment or supplies

Supply Chain/General

29

Equipment Maintenance Agreement

Non-Clinical

Agreement in which a service provider agrees to perform maintenance, support or services for equipment or supplies

Supply Chain/General

30

Equipment Purchase Agreement

Non-Clinical

Agreement to purchase equipment and/or associated supplies

Supply Chain/General

31

Equipment Rental Agreement

Non-Clinical

Agreement in which the owner of the equipment/supplies (the lessor) allows the user (the lessee) to operate or otherwise make use of the equipment in exchange for periodic payments

Supply Chain/General

32

Equipment Support and Service Agreement

Non-Clinical

Agreement in which a service provider agrees to provide supplies, support or services for equipment or supplies

Supply Chain/General

33

Facility Services Agreement

Non-Clinical

An agreement for the services of operation, maintenance and management services for healthcare facilities buildings and supporting facilities infrastructure

Supply Chain/General

34

Financial Services Agreement

Non-Clinical

An agreement pertaining to loans, credit, investments or general financial services

Supply Chain/General

35

Food Services Agreement

Non-Clinical

Agreement to outsource onsite food preparation and delivery services

Supply Chain/General

36

Fundraising Agreement

Non-Clinical

Agreement for the purpose of fundraising and/or donor support

Supply Chain/General

37

Gift Agreement

Non-Clinical

A donor pledge to make an irrevocable, testamentary gift of money to a foundation

Supply Chain/General

38

Grant Award Agreement

Non-Clinical

Agreement in which the hospital issues or receives a grant or award

Supply Chain/General

39

Home Health Agreement

Clinical

Agreement that engages a contractor to provide a full range of home health services, such as skilled nursing services, home health aide services and rehab therapies

Supply Chain/General

40

Hospice Agreement

Clinical

Agreement that engages facility to provide inpatient, respite, and/or routine care to hospice patients.  Medicare requires that billing generate from hospice facility for hospice patients and agreement will cover hospice's obligation to pay facility at negotiated rate (i.e. 100% of Medicare hospice rate)

Supply Chain/General

41

Independent Contractor Agreement

Non-Clinical

Agreement with a non-provider individual or business contracted to perform services for the hospital. The independent contractor is not a hospital employee; the hospital can only control or direct the result of the work, not what will be done or how it will be done

Supply Chain/General

42

IT Purchase Agreement

Non-Clinical

Agreement to purchase IT hardware or related equipment

Supply Chain/General

43

IT Services Agreement

Non-Clinical

Agreement for software maintenance and support services for IT hardware or software

Supply Chain/General

44

IT Software Database Membership/Subscription

Non-Clinical

Agreement for a subscription to an external database service, typically as a reference resource, so there is no data exchange between the hospital and the vendor

Supply Chain/General

45

IT Software License Agreement

Non-Clinical

Agreement establishing the hospital’s right to use the software 

Supply Chain/General

46

IT Software License and Service Agreement

Non-Clinical

Agreement establishing the hospital’s right to use the software and defining how it can be used, or a combination of software licensing and maintenance/support/service

Supply Chain/General

47

IT Software Maintenance and Support Agreement

Non-Clinical

Agreement defining software maintenance/support services

Supply Chain/General

48

Joint Purchasing Agreement

Non-Clinical

A joint purchasing agreement involves any arrangement under which two or more parties agree to jointly source products, whether these are components to be used by each party in the manufacture of other products or products for resale in their existing form

Supply Chain/General

49

Joint Venture Agreement

Clinical, when services to patients provided through JV

Agreement between two or more business partners to develop a new entity for their mutual benefit. Typically involves sharing of resources, such as capital, personnel, physical equipment, facilities, or intellectual property such as patents

Supply Chain/General

50

Laboratory Services Agreement

Clinical

Agreement for hospital's outsourcing or sale of lab services for patients

Supply Chain/General

51

Laundry Services Agreements

Clinical

Agreement to provide laundry/cleaning service of hospital linens

Supply Chain/General

52

Letter of Agreement

Non-Clinical

An agreement reached by the parties’ exchange of letters, such as Letters of Agreement, Letters of Intent, or Letters of Understanding. May or may not lead to future legal engagement

Supply Chain/General

53

Loan Documents

Non-Clinical

Agreement between a Borrower and Lender for an initial term loan to (ii) make available to Borrower delayed draw term loans for a set aggregate principal amount (iii) make available to Borrower a revolving credit in an aggregate principal amount in each case to provide for working capital and for other general corporate purposes of Borrower

Supply Chain/General

54

Maintenance Agreement

Non-Clinical

Agreement related to facilities management and maintenance issues, such as HVAC, boilers, or machinery

Supply Chain/General

55

Managed Care Agreement

Non-Clinical

Agreement with a health insurance provider to provide care for members at reduced costs. Includes HMO, PPO, and POS plans

Managed Care

56

Management Services Agreement

Non-Clinical

Agreement to provide or outsource operations, service lines, or therapies (such as lithotripsy, dialysis, cafeteria/nutrition)

Supply Chain/General

57

Marketing Agreement

Non-Clinical

Agreement for marketing, advertising or public relations services

Supply Chain/General

58

Master Services Agreement

Non-Clinical

An Agreement with service provider, which sets out the terms of engagement for all current and future work. It for current services and/or anticipated services,  to enter into additional statements of work with service providers without the need to negotiate a new contract each time

Supply Chain/General

59

Material Transfer Agreement

Non-Clinical

Typically pertains to biological materials, so could be categorized as lab agreement

Supply Chain/General

60

Membership Agreement

Non-Clinical

Agreement to subscribe to a product or service or to maintain a membership in a group

Supply Chain/General

61

Memorandum of Understanding

Non-Clinical

MOU Agreements are used to establish official partnerships of mutual respect and intention to move towards a more specific and legally binding agreement in the area of interest

Supply Chain/General

62

Occupational Health Services Agreement

Clinical

Agreement for occupational health services to be provided on site at the hospital or covered entity’s employee health clinic, via mobile health clinic or at facility

Supply Chain/General

63

Partnership Agreement

Non-Clinical

An agreement for two or more organizations to manage and operate a business together with each partner sharing a portion of profits and losses, as well as, liabilities, debts, and obligations

Supply Chain/General

64

Patient Discharge Assistance Agreement

Non-Clinical

Agreement regarding discharging an indigent patient who needs hospital-paid home or nursing home care. Includes limitations on use/time/scope of service

Supply Chain/General

65

Permits and Licenses

Non-Clinical

Any certificate, license, or permit; usually a single-page documents with clear effective and expiration dates (If high-volume, separate into different types; otherwise, differentiate using the Description field.)

Supply Chain/General

66

Pharmacy Agreement

Clinical, if outside vendor used to obtain drugs for hospital’s patient

Agreement to obtain or dispense pharmaceuticals, or for pharmaceutical services

Supply Chain/General

67

Pricing Agreement

Non-Clinical

An agreement regarding the pricing of a specific commodity good for a specified period of time establishing a fixed price, or a price that may be tied to a market index

Supply Chain/General

68

Pricing/Rebate/Consignment/Incentive Agreement

Non-Clinical

Contract stipulating how a vendor will formulate prices during the contract period or what discounts will be offered. This includes agreements for product resale

Supply Chain/General

69

Professional Services Agreement

Non-Clinical

A contract with an individual, firm, practice or corporation to provide infrequent, technical, or unique services as an independent contractor. Examples of professional services include accounting, legal, and engineering

Supply Chain/General

70

Provider Acquisition/Sales Agreement

Non-Clinical

Agreement for the acquisition or sale of part or all of a provider or provider group practice

Provider

71

Provider Call Coverage Agreement

Clinical

Agreement with a provider to provide on-call coverage services

Provider

72

Provider Clinical Trial

Clinical

Agreement between the hospital and a provider or provider group to participate in or be principal investigator in a clinical trial

Provider

73

Provider Employment Agreement Mid-Level

Clinical

Agreement for employment for a Mid-Level practitioner (i.e. Nurse Practitioner, CRNA, Physician’s Assistant, etc.)

Provider

74

Provider Employment Agreement

Clinical

Employment agreement with a provider

Provider

75

Provider Hospital Leases/Sub-leases

Non-Clinical

Real estate agreement in which the Provider (lessor) leases space to another entity (lessee)

Provider

76

Provider Hospital Owns/Leases

Non-Clinical

Real estate agreement in which the Provider (lessee) leases space from another entity (lessor)

Provider

77

Provider Hospital-Based Services

Clinical

Major agreement for contracted clinical services, such as anesthesiology, radiology, or emergency services with a provider or provider group

Provider

78

Provider Independent Contractor Agreement

Clinical

Agreement with a provider as an independent contractor rather than a direct employee of the hospital

Provider

79

Provider Letter of Offer

Non-Clinical

A letter of intent /Offer is a very brief summary of the main terms of what the parties assume will be in a binding agreement ensuring that both parties are on the same page as far as the major terms of the actual agreement to be formed

Provider

80

Provider Medical Director Agreement

Clinical

Agreement with a provider to provide medical director services

Provider

81

Provider Medical Practice Asset Transaction

Non-Clinical

Agreement to purchase or sell substantially all assets used in the conduct of a provider practice, including without limitation the furniture, furnishings, and equipment; all supplies and inventory; all the trade names of the Practice; certain operating contracts and leases of the Practice; and other selected assets and rights used in the operation of the Practice

Provider

82

Provider Medical Practice Records Agreement

Non-Clinical

Agreement to take custody of medical records owned by provider resulting from said provider’s practice of medicine at his or her previous independent medical practice

Provider

83

Provider Medical Staff Leadership

Non-Clinical

Agreement with a provider to provide specific medical staff leadership duties, such as chief of staff or chief of a specific department

Provider

84

Provider Other Services Agreement

Clinical

An Agreement for other professional services provided by a provider to a healthcare facility including, interpretive services, peer reviews, advisory services, etc.

Provider

85

Provider Participation Agreement

Non-Clinical

An agreement stating that the provider will accept payments from the plan for services provided to patients covered by that commercial or federal health insurance plan

Supply Chain/General

86

Provider Practice Sale/Purchase Agreement

Non-Clinical

Agreement to sell or acquire businesses or business lines

Provider

87

Provider Recruitment Agreement

Non-Clinical

Incentive agreement for a new provider to relocate to a specified geographic area and provide services; this generally includes an Income Guaranty provision

Provider

88

Provider Residency Agreement

Clinical

Resident employment agreement with a provider

Provider

89

Provider Supervisory Services

Clinical

Agreement with a provider to supervise staff, such as residents, nurse practitioners, physician assistants, etc., outside their normal course of work

Provider

90

Purchased Services Agreement

Non-Clinical

An Agreement for services that are those  outsourced to external suppliers and include costs not under direct labor or direct supplies, such as consulting, freight, travel, recycling/disposal, vehicle fleet maintenance, etc.

Supply Chain/General

91

Purchasing Agreement

Non-Clinical

Purchasing agreements are the agreements to use certain products and services on a project. Purchasing agreements are typically either fixed-price, cost-reimbursable, or time and materials

Supply Chain/General

92

Real Estate Deeds and Quitclaim Deeds

Non-Clinical

Legal documents used to reflect or transfer interest in real property

Real Estate

93

Real Estate Landlord Lease Agreement

Non-Clinical

Real estate agreement in which the hospital (lessor) leases space to another entity (lessee) that is not a provider or provider group

Real Estate

94

Real Estate Sale/Purchase Agreement

Non-Clinical

Agreement in which the hospital sells or purchases property to or from an entity other than a provider or provider group

95

Real Estate Tenant Lease Agreement

Non-Clinical

Real estate agreement in which the hospital (lessee) leases space from another entity (lessor) that is not a provider or provider group

Real Estate

96

Real Estate Third-Party Lease Management Agreement

Non-Clinical

Agreement for outside management/monitoring of hospital leases/real estate

Supply Chain/General

97

Security Services Agreement

Non-Clinical

Agreement providing security services to hospital locations.  Vendor may be security company or off-duty law enforcement officers

Supply Chain/General

98

Service Agreement

Non-Clinical

Agreement to secure outside services NOT used directly in the provision of care or treatment to patients, such waste disposal

Supply Chain/General

99

Settlement Agreement

Non-Clinical

Settlement agreement typically reached with a managed care company. Term also used for agreements for settlements with vendors outside contract terms

Supply Chain/General

100

Shared Marketing Agreement

Non-Clinical

Agreement between hospitals and practices to share marketing efforts. Is more complex than a normal marketing agreement due to required FMV and compliance review for split of expenses (Consider categorizing as provider contract to trigger appropriate reviews.)

Supply Chain/General

101

Skilled Nursing Facility Agreement

Clinical

Agreement with nursing facilities for people who require significant medical care.  24/7 in a skilled-care setting. Agreement also addresses Medicare consolidated billing requirement

Supply Chain/General

102

Special Events/Function Agreement

Non-Clinical

Agreement for a reception, recognition ceremony, company-sponsored event and the engagements for vendors/suppliers in support of the named event/function

Supply Chain/General

103

Sponsorship Agreement

Non-Clinical

Agreement to sponsor an activity or event, but not to be the primary event facilitator

Supply Chain/General

104

Staffing Agreement

Non-Clinical

Agreement for the search and selection of non-provider employees by an outside agency or individual, providing that agency or individual is NOT a provider or provider-owned

Supply Chain/General

105

Supply Agreement

Non-Clinical

An Agreement that commits a healthcare entity and a supplier to do business with each other for a set period of time, buying and selling set quantities of goods at specified prices

Supply Chain/General

106

Telecommunications Agreement

Non-Clinical

Agreement for providing telecommunications, such as hardware, lines, switches, services, mobile phone services, etc.

Supply Chain/General

107

Telemedicine Services Agreement

Clinical

Agreement for remote telemedicine services for patient care

Supply Chain/General

108

Therapy Services Agreement

Clinical

Agreement pertaining to physical therapy (PT), occupational therapy (OT) or speech therapy (ST)

Supply Chain/General

109

Trademark Registration

Non-Clinical

Documented proof of trademark registrations

Supply Chain/General

110

Transfer Agreement

Non-Clinical

Agreement for the transfer of patients, typically between a hospital and another medical facility, such as a rehabilitation or nursing facility

Supply Chain/General

111

Utility Agreement

Non-Clinical

Agreement for a utility service, such as gas, electricity, water, sewer or phone

Supply Chain/General

112

Valet Services Agreement

Clinical

Agreement for assistance provided to patients with parking services and assistance onto facility grounds

Supply Chain/General

113

Vehicle Titles

Non-Clinical

Title documents for all vehicles owned by the covered entity

Supply Chain/General

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