---
title: Generating a Business Associate Agreement with the EPICompliance Template
description: Learn how to generate and send a Business Associate Agreement using the EPICompliance template within your Customer Console.
---

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# Generating a Business Associate Agreement with the EPICompliance Template

This article explains how to generate a new Business Associate Agreement (BAA) using the standard EPICompliance template within the Customer Console.

These features are exclusively available to Account Administrators, License Administrators, and License Managers.

**Logging into EPICompliance:**

- **Log In:** Access your EPICompliance Customer Console.
- **Open the Menu:** Locate the menu icon represented by three horizontal lines, typically found in the top right corner of your screen.
- **Navigate to Business Associates:** Select the "Business Associates" section from the menu options and click on either "BA Dashboard" or "All Agreements."

**Generating a New Business Associate Agreement Using the EPICompliance Template:**

- **Start a New Agreement:** From your chosen subsection, click on the "New Agreement" or "Generate New Agreement" button.
- **Select Template Option:** Choose "Use EPICompliance BAA Template" to utilize the standard template provided by EPICompliance for crafting a new agreement.

**Filling Out Agreement Details:**

Once you've chosen your BAA template, you'll need to provide some key information. Be sure to select the most accurate options from the dropdown menus for each field.

- **Your Role:** Specify your organization's role in the agreement by selecting either "Contractor" or "Subcontractor."
- **License:** If applicable, select the specific license associated with the business associate agreement. "All Licenses" can be chosen if no specific license applies.
- **Account Representative:** Designate the authorized representative within your organization for this agreement.
- **Business Contact:** Select the relevant business associate from the existing list. "Add New Business Contact" allows you to add a new vendor if they are not already listed.
- **Effective Date:** Specify the date when the agreement will officially become active by selecting the "Select effective date of Agreement" field.

**Sending the Agreement:**

- **Review and Send:** Review the agreement, ensure all details are correct, and click 'Send.' The agreement will then be sent to the business associate’s email for electronic signature.

**Monitoring Agreement Status:**

- **Track Progress:** The agreement’s status will update in your console, allowing you to monitor when it is signed and subsequently store it in your records for compliance and reference.

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