Sample language for proctoring agreement with third party

When an outside third party is used to proctor, it is always important to describe the parameters of the working relationship in a formal agreement or contract. This agreement must address the expectation that the proctor’s observations and findings will be kept confidential and patient information will not be disclosed.

The agreement should recognize the proctoring activity as part of the medical staff’s formal peer review activity and should state that the third-party proctor has been asked to undertake a practitioner review at the request of a medical staff peer review body. The agreement should make clear what records and patient information the proctor is entitled to see, and the hospital should enter into a business associate agreement with the proctor to comply with HIPAA requirements.

Attached is a sample agreement from Proctoring: Assess Practitioner Competence.