Document & Attachment Categories

The default Document Category list in workflows and the Document Template Library and the Attachment Category list in workflows include a standardized list of values. This standardization of Document Categories and Attachment Categories enables us to provide your organization with better analytics, leading to more informed decisions.

		Description
1	Accreditation Agreement	Agreement with an accreditation body to engage in its accreditation process. (Actual certificate of accreditation contract type is Certificates, Licenses & Permits.)
2	Accredited Care Organization Agreement	Voluntary agreement between a group of providers, hospitals, and other healthcare providers to provide coordinated, high-quality care to Medicare patients
3	Acquisition Agreement	Agreement to sell or acquire businesses or business lines (other than with a provider or provider group—see provider contract types)
4	Addendum
5	Affiliation Agreement	Agreement with a university or similar educational institution for the purpose of providing educational/learning/teaching opportunities in the healthcare environment
6	Ambulance Agreement	Agreement for the sale, purchase or non-emergent transportation services of an ambulance including restocking services
7	Amendment
8	Answering Services Agreement	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
9	Approvals
10	Articles of Incorporation	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
11	Assisted Living Facility Agreement	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)
12	Athletic Training Agreement	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
13	Benefits-Related Plans and Agreement	Documents related to employee benefit programs, such as health, dental, life and LTD insurance programs, and retirement and other investment/savings programs, and PTO
14	Billing and Collection Agreements	Agreement with coding, billing or collection agency or auditing vendor to provide services on behalf of the hospital or covered entity
15	Business Associate Agreement	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)
16	Certificate of Insurance
17	Certification
18	Clinical Affiliation Agreement	Agreement with a university or similar educational institution for the purpose of providing educational/learning/teaching opportunities in the healthcare environment
19	Clinical Education Agreement	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
20	Clinical Research Agreement	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
21	Clinical Services Agreement	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
22	Clinical Trial Agreement	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
23	Clinically Integrated Network Agreement	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
24	Code of Conduct
25	Compliance
26	Confidentiality Agreement	Agreement intended to protect information considered to be proprietary or confidential
27	Conflict of Interest
28	Consignment Agreement	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
29	Construction Agreement	Unit pricing agreement or construction/contract architecture agreement for the construction, alteration, renovation or repair of buildings or structures
30	Consulting Agreement	Agreement outlining the terms and conditions for allocating work to an outside consultant or consulting firm in a non-professional business sector
31	Credentialing Agreement	An agreement for the services of verifying the credentials of a health care facility’s providers and other licensed health care professionals
32	Data Use and Sharing Agreement	Agreement documenting what data is being shared and/or how that data can be used (Only applies to access registries, databases, remote access.)
33	Employment Agreement	Agreement specifying the conditions of the relationship between a non-provider employee and an employer, including compensation and expectations
34	Environmental Services Agreement	Agreement for outsourced cleaning services provided onsite
35	Equipment Lease Agreement	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
36	Equipment Loan Agreement	Loaner agreement for equipment or supplies
37	Equipment Maintenance Agreement	Agreement in which a service provider agrees to perform maintenance, support or services for equipment or supplies
38	Equipment Purchase Agreement	Agreement to purchase equipment and/or associated supplies
39	Equipment Rental Agreement	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
40	Equipment Support and Service Agreement	Agreement in which a service provider agrees to provide supplies, support or services for equipment or supplies
41	Exclusion
42	Exhibits
43	Facility Services Agreement	An agreement for the services of operation, maintenance and management services for healthcare facilities buildings and supporting facilities infrastructure
44	Fair Market Value
45	Financial Services Agreement	An agreement pertaining to loans, credit, investments or general financial services
46	Food Services Agreement	Agreement to outsource onsite food preparation and delivery services
47	Fundraising Agreement	Agreement for the purpose of fundraising and/or donor support
48	Gift Agreement	A donor pledge to make an irrevocable, testamentary gift of money to a foundation
49	Grant Award Agreement	Agreement in which the hospital issues or receives a grant or award
50	Home Health Agreement	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
51	Hospice Agreement	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)
52	Independent Contractor Agreement	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
53	IT Purchase Agreement	Agreement to purchase IT hardware or related equipment
54	IT Services Agreement	Agreement for software maintenance and support services for IT hardware or software
55	IT Software Database Membership/Subscription	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
56	IT Software License Agreement	Agreement establishing the hospital’s right to use the software
57	IT Software License and Service Agreement	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
58	IT Software Maintenance and Support Agreement	Agreement defining software maintenance/support services
59	Joint Purchasing Agreement	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
60	Joint Venture Agreement	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
61	Laboratory Services Agreement	Agreement for hospital's outsourcing or sale of lab services for patients
62	Laundry Services Agreements	Agreement to provide laundry/cleaning service of hospital linens
63	Letter of Agreement	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
64	Loan Documents	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
65	Maintenance Agreement	Agreement related to facilities management and maintenance issues, such as HVAC, boilers, or machinery
66	Managed Care Agreement	Agreement with a health insurance provider to provide care for members at reduced costs. Includes HMO, PPO, and POS plans
67	Management Services Agreement	Agreement to provide or outsource operations, service lines, or therapies (such as lithotripsy, dialysis, cafeteria/nutrition)
68	Marketing Agreement	Agreement for marketing, advertising or public relations services
69	Master Services Agreement	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
70	Material Transfer Agreement	Typically pertains to biological materials, so could be categorized as lab agreement
71	Membership Agreement	Agreement to subscribe to a product or service or to maintain a membership in a group
72	Memorandum of Understanding	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
73	Non-Disclosure Agreement
74	Notes
75	Occupational Health Services Agreement	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
76	Other
77	Partnership Agreement	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
78	Patient Discharge Assistance Agreement	Agreement regarding discharging an indigent patient who needs hospital-paid home or nursing home care. Includes limitations on use/time/scope of service
79	Permits and Licenses	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.)
80	Pharmacy Agreement	Agreement to obtain or dispense pharmaceuticals, or for pharmaceutical services
81	Pricing Agreement	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
82	Pricing/Rebate/Consignment/Incentive Agreement	Contract stipulating how a vendor will formulate prices during the contract period or what discounts will be offered. This includes agreements for product resale
83	Professional Services Agreement	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
84	Provider Acquisition/Sales Agreement	Agreement for the acquisition or sale of part or all of a provider or provider group practice
85	Provider Call Coverage Agreement	Agreement with a provider to provide on-call coverage services
86	Provider Clinical Trial	Agreement between the hospital and a provider or provider group to participate in or be principal investigator in a clinical trial
87	Provider Employment Agreement Mid-Level	Agreement for employment for a Mid-Level practitioner (i.e. Nurse Practitioner, CRNA, Physician’s Assistant, etc.)
88	Provider Employment Agreement	Employment agreement with a provider
89	Provider Hospital Leases/Sub-leases	Real estate agreement in which the Provider (lessor) leases space to another entity (lessee)
90	Provider Hospital Owns/Leases	Real estate agreement in which the Provider (lessee) leases space from another entity (lessor)
91	Provider Hospital-Based Services	Major agreement for contracted clinical services, such as anesthesiology, radiology, or emergency services with a provider or provider group
92	Provider Independent Contractor Agreement	Agreement with a provider as an independent contractor rather than a direct employee of the hospital
93	Provider Letter of Offer	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
94	Provider Medical Director Agreement	Agreement with a provider to provide medical director services
95	Provider Medical Practice Asset Transaction	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
96	Provider Medical Practice Records Agreement	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
97	Provider Medical Staff Leadership	Agreement with a provider to provide specific medical staff leadership duties, such as chief of staff or chief of a specific department
98	Provider Other Services Agreement	An Agreement for other professional services provided by a provider to a healthcare facility including, interpretive services, peer reviews, advisory services, etc.
99	Provider Participation Agreement	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
100	Provider Practice Sale/Purchase Agreement	Agreement to sell or acquire businesses or business lines
101	Provider Recruitment Agreement	Incentive agreement for a new provider to relocate to a specified geographic area and provide services; this generally includes an Income Guaranty provision
102	Provider Residency Agreement	Resident employment agreement with a provider
103	Provider Supervisory Services	Agreement with a provider to supervise staff, such as residents, nurse practitioners, physician assistants, etc., outside their normal course of work
104	Purchased Services Agreement	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.
105	Purchasing Agreement	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
106	Quote
107	Real Estate Deeds and Quitclaim Deeds	Legal documents used to reflect or transfer interest in real property
108	Real Estate Landlord Lease Agreement	Real estate agreement in which the hospital (lessor) leases space to another entity (lessee) that is not a provider or provider group
109	Real Estate Sale/Purchase Agreement	Agreement in which the hospital sells or purchases property to or from an entity other than a provider or provider group
110	Real Estate Tenant Lease Agreement	Real estate agreement in which the hospital (lessee) leases space from another entity (lessor) that is not a provider or provider group
111	Real Estate Third-Party Lease Management Agreement	Agreement for outside management/monitoring of hospital leases/real estate
112	Reimbursements
113	Security Services Agreement	Agreement providing security services to hospital locations. Vendor may be security company or off-duty law enforcement officers
114	Service Agreement	Agreement to secure outside services NOT used directly in the provision of care or treatment to patients, such waste disposal
115	Settlement Agreement	Settlement agreement typically reached with a managed care company. Term also used for agreements for settlements with vendors outside contract terms
116	Shared Marketing Agreement	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.)
117	Skilled Nursing Facility Agreement	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
118	Special Events/Function Agreement	Agreement for a reception, recognition ceremony, company-sponsored event and the engagements for vendors/suppliers in support of the named event/function
119	Sponsorship Agreement	Agreement to sponsor an activity or event, but not to be the primary event facilitator
120	Staffing Agreement	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
121	Statement of Work
122	Supply Agreement	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
123	Supporting Documentation
124	Telecommunications Agreement	Agreement for providing telecommunications, such as hardware, lines, switches, services, mobile phone services, etc.
125	Telemedicine Services Agreement	Agreement for remote telemedicine services for patient care
126	Therapy Services Agreement	Agreement pertaining to physical therapy (PT), occupational therapy (OT) or speech therapy (ST)
127	Time Report
128	Trademark Registration	Documented proof of trademark registrations
129	Transfer Agreement	Agreement for the transfer of patients, typically between a hospital and another medical facility, such as a rehabilitation or nursing facility
130	Utility Agreement	Agreement for a utility service, such as gas, electricity, water, sewer or phone
131	Valet Services Agreement	Agreement for assistance provided to patients with parking services and assistance onto facility grounds
132	Vehicle Titles	Title documents for all vehicles owned by the covered entity
133	W9