Business Associates
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      1. EPICompliance Knowledge Base
      2. Business Associates Center
      3. Business Associates

      How to send out a Business Associate Agreement (BAA) - If you are a Business Associate sending out a BAA to a Covered Entity

      1. From the EPICompliance Customer Console, go to the Business Associates Center section > New Agreement.
      2. Choose between using the EPICompliance template Business Associate Agreement (BAA), or upload your organization's own Business Associate Agreement document. 
        • To use the EPICompliance template Business Associate Agreement, please click on the “Use Our Agreement Template” button.
        • However, if you prefer to use your organization's own Business Associate Agreement document, please click on the “Upload your Agreement (PDF)” button, and proceed to upload the said document.  
      3. After uploading your own organization's Business Associate Agreement, you will be prompted to indicate whether said BAA is already Active. Toggle the buttons to choose your answer - either "yes" or "no." 
      4. If you opt to use the EPICompliance template BAA, follow the prompts shown on the screen. Select the Start Date using the dropdown button. 
      5. On the “Contractor” dropdown button choose Business Contact. 
      6. You will then be prompted to the “Select Signer” dropdown button. From this dropdown button choose among the list of Business Contacts who will be the signatory of your Covered Entity’s organization for this specific BAA. 
      7. On the “Subcontractor” dropdown button choose Account Representative. 
      8. You will be prompted to the “Select Signer” dropdown button. From the dropdown button choose among the list of Account Representatives who will be the signatory from your organization for this specific Business Associate Agreement. 
      9. To preview the Agreement, click on the “Show Sample Text” button. 
      10. Note that if you choose yourself as the Account Representative, the “Authenticate/Sign Document” button will appear on your screen. This means you have an option to sign the Agreement at this point by clicking on the “Authenticate/Sign Document - Yes” button. 
      11. Click the “Save” button in order to automatically send the Business Associate Agreement to the signatories of both parties or organizations. You may access the “Manage Agreements” sub-section to see the status of your Agreements. 


      For questions or concerns, contact us via the following:
      • Chatbox/window on your Complete Compliance Suite screen.
      • Telephone: 877-560-4261
      • Email: support@epicompliance.com