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MSO (Management Services Organization) Agreement Template

MSO (Management Services Organization) Agreement Template

Important Legal Notice

THESE DOCUMENTS ARE TEMPLATES ONLY AND ARE NOT LEGAL ADVICE. By purchasing, you acknowledge this is a generic tool. You are responsible for consulting a lawyer to ensure compliance with your local laws. Freely Health is not liable for your usage.

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What's Include

1. Editable Microsoft Word File

2. Non-Editable PDF File

Tecnical Requirements

Content: This is a digital template designed for easy editing. Requires Microsoft Word (PC or Mac) or Google Docs. Basic knowledge of editing text documents is required.

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Regular price $99.00 USD
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Management Services Agreement (MSA) and Business Associate Agreement (BAA) Template

This professional Management Services Agreement (MSA) template is designed to structure the legal and business relationship between a medical "Practice" and a non-medical "Manager" (Management Services Organization).

It establishes a clear separation of duties, ensuring the Practice retains exclusive authority over medical judgment and patient care, while the Manager handles administrative and business functions. This structure is essential for maintaining compliance with Corporate Practice of Medicine (CPOM) regulations.

Included Documents

1. Main Management Services Agreement The core contract outlines the engagement, authority, and compensation model between the parties. It includes a "Payment Priority" waterfall clause that dictates exactly how revenue is distributed—prioritizing provider compensation and practice expenses before management fees are paid.

2. Appendix A: Definitions A comprehensive glossary of capitalized legal terms used throughout the agreement to ensure clarity and reduce ambiguity.

3. Appendix B: Schedule of Services A detailed breakdown of the specific responsibilities the Manager will provide. This includes: Records and Accounts management Billing and Collections authority Personnel Leasing (Non-medical staff employed by Manager and leased to Practice) Marketing and Advertising program development Medical Equipment and Vehicle leasing terms (ideal for mobile services)

4. Appendix C: HIPAA Business Associate Agreement (BAA) A full Business Associate Agreement is included to ensure that the sharing of Protected Health Information (PHI) between the Practice and the Manager complies with HIPAA regulations.

5. Power of Attorney Reference Includes language regarding a Power of Attorney (Appendix D) to allow the Manager to handle billing and collections on behalf of the Practice.

Key Features

Financial Clarity: The agreement uses a "Revenue Account" model where the Manager collects receipts and distributes them according to a strict priority list, ensuring clinical costs are covered first.

Risk Mitigation: Includes robust indemnification clauses where the Practice indemnifies the Manager against third-party claims resulting from the practice of medicine.

Dispute Resolution: Contains a binding arbitration clause and a waiver of jury trials to handle disputes confidentially and efficiently.

Mobile Ready: Specifically references "Mobile Services" and vehicles, making this template suitable for mobile clinics and concierge practices.

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