Shared Care Agreement Template 2026

Get Form
Shared Care Agreement Template Preview on Page 1

Here's how it works

01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send it via email, link, or fax. You can also download it, export it or print it out.

Definition and Purpose of a Shared Care Agreement Template

A Shared Care Agreement Template is a structured document used to define collaborative practices between two or more healthcare providers. Its primary purpose is to ensure integrated patient care through clear delineation of responsibilities, roles, and communication protocols. This kind of agreement serves the dual aims of optimizing patient health outcomes and enhancing resource utilization within healthcare systems. By establishing clear guidelines on how patient care activities are shared, it supports a seamless continuity of care across multiple providers. The template typically includes sections covering purpose, scope of care, patient involvement, funding arrangements, monitoring and evaluation, confidentiality, and termination conditions.

How to Use the Shared Care Agreement Template

To effectively utilize the Shared Care Agreement Template, healthcare providers should first identify the key stakeholders involved in the patient's care. The initial step involves customizing the template to incorporate specific details such as service delivery agreements and roles of each provider. Users can use the platform’s editing tools to add text and alter existing sections as needed. Incorporate annotations to highlight particular responsibilities or note crucial considerations. Collaboratively review the draft with all stakeholders, ensuring that each party's obligations and expectations are clearly defined. Use the annotation and commenting features to facilitate discussion and adjustments where necessary. Once finalized, stakeholders can sign the document using DocHub’s electronic signature feature, ensuring all involved parties have approved the terms.

Steps to Complete the Shared Care Agreement Template

  1. Identify Participants: Start by identifying all healthcare providers involved and the nature of the shared patient care.

  2. Define Roles and Responsibilities: Clearly outline the roles, responsibilities, and duties of each provider to avoid ambiguity and ensure transparent collaboration.

  3. Outline the Scope of Care: Specify the type of care and services to be shared, along with the boundaries and limitations of the agreement.

  4. Include Communication Protocols: Detail how and when each party will communicate, including frequency of updates and preferred communication channels.

  5. Set Confidentiality Terms: Establish guidelines for patient data privacy and confidentiality to comply with applicable regulations such as HIPAA.

  6. Finalize and Sign: After reviewing the completed document for accuracy and ensuring all sections meet the needs of the collaboration, each party should apply a legally binding electronic signature.

Key Elements of the Shared Care Agreement Template

  • Purpose and Objectives: Describes the overarching goals and objectives for entering into the agreement.

  • Roles and Responsibilities: Each party’s roles are detailed to clarify who is responsible for various aspects of patient care.

  • Communication Strategy: Guidelines on how parties will interact and share information are outlined to ensure seamless collaboration.

  • Patient Involvement: Describes how patients are to be involved in decisions and informed about their care.

  • Confidentiality and Privacy: Ensures compliance with legal requirements regarding patient information and data protection.

  • Agreement Duration and Termination Conditions: Specifies how long the agreement will last and conditions under which it may be terminated.

Legal Use of the Shared Care Agreement Template

The Shared Care Agreement Template is designed to comply with legal requirements pertaining to healthcare collaboration and patient data protection. By integrating elements like confidentiality agreements and specifying each party's legal responsibility, the template ensures that all collaborative agreements meet necessary legal standards. It's crucial for each stakeholder to understand that signatures collected through DocHub are legally binding, supporting compliance with regulations such as the ESIGN Act and HIPAA where applicable. Additionally, healthcare providers can customize the template to align with local jurisdictional requirements in the United States.

Examples of Using the Shared Care Agreement Template

  • Integrated Care Networks: In organizations where multiple clinics work together to provide comprehensive care, this template ensures that all providers have a unified understanding of patient management protocols.

  • Primary and Specialty Care Collaborations: When a primary care doctor and specialty clinics work on a shared patient, the template clarifies treatment responsibilities and coordinates follow-ups.

  • Post-Acute Care Coordination: For patients transitioning from hospital care to home healthcare, this agreement helps outline the roles of visiting nurses and therapists in ongoing recovery and monitoring.

State-Specific Rules for the Shared Care Agreement Template

While the Shared Care Agreement Template is generally applicable across the United States, certain states may have specific regulations regarding healthcare collaboration and patient confidentiality. For instance, California might have distinct stipulations under its state privacy laws that exceed federal requirements. Healthcare providers should consult with legal experts to adapt the template according to state-specific guidelines, ensuring compliance with local laws and regulations.

Software Compatibility and the Shared Care Agreement Template

DocHub’s platform supports seamless integration with various software solutions widely used in healthcare management, boosting the utility of the Shared Care Agreement Template. Users can import and export documents effortlessly with cloud-based services like Google Drive, reducing workflow interruptions. Collaboration features are optimized for both online and mobile web browsers, ensuring that participants can access, edit, and sign the document irrespective of the operating systems or devices they use. Additionally, the platform’s compliance with OAuth 2.0 underscores the commitment to data security and user privacy.

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
Shared care is a collaborative healthcare model where the responsibility for prescribing and monitoring ongoing ADHD medication is transferred from a specialist provider (like ProblemShared) to your local GP or community health service, when clinically appropriate. In most cases, GPs will accept shared care.
The reason why a lot of GPs refuse shared care is due to patients and private firms not adhering to correct protocol for the medication - not having 6 monthly check ups etc. GPs have a duty of care to their patients when prescribing class A drugs, and dont want to risk it if the monitoring isnt being done.
You will need to be referred to an NHS consultant for review and approval of the treatment. If the NHS consultant agrees, they may initiate a formal Shared Care Agreement. Your GP will then consider whether to accept shared care based on safety, capacity, and clinical suitability.
Some specialist medications (e.g. stimulants for ADHD, immunosuppressants, hormones used in gender affirming treatment) require a shared care agreement. This allows GPs to prescribe specialist medications under the oversight of a specialist, who continues to review the patients treatment.
If you are eligible, this means that you have the legal right to choose which mental healthcare provider you want to be referred to for assessment and treatment. This means that if you decide the waiting time for your ADHD assessment is too long, then you can choose another provider.

Security and compliance

At DocHub, your data security is our priority. We follow HIPAA, SOC2, GDPR, and other standards, so you can work on your documents with confidence.

Learn more
ccpa2
pci-dss
gdpr-compliance
hipaa
soc-compliance

People also ask

Shared Care Guidelines are local policies to enable GPs to pick up the prescribing and monitoring of medicines/treatments in primary care in agreement with the initiating specialist.
A Shared Care Agreement (SCA) is an agreement between you, your GP practice, and your hospital consultant or specialist doctor, to allow for the ongoing prescribing and monitoring of certain medications to be shared between hospital and primary care.

Related links