Monthly Guardian Signature for Parental Verification Form

See Guardian Verification Signatures for Parental Verification Form for more information. 

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Collect Monthly Guardian Signature

In order to collect the Monthly Guardian Signature that is on the last page of the Parental Verification Form this can be obtained from the Client’s Appointments page. See Parental Verification Form for more information. 

1. Go to Client’s Details page and Appointments or click the Reports tab > Appointments.
   
    
2. Click  the Collect Monthly Guardian Signature button.
   
    
3. A modal opens and defaults to the current month. If signing for a different month, select the correct month you are signing for. 

   NOTE:  Only the month the Enable guardian appointment verification signatures setting was first enabled and going forward are you able to collect Monthly guardian verification signatures for. You also cannot collect Monthly guardian signatures for months in the future. 

4. Enter in the name of the person that will go at the bottom of the Parental Verification Form to verify the appointments for that client for that month.
5. Click  Draw signature.
6. Use your mouse or finger to sign for that month and click Save. You can also clear your signature or cancel if needed.
7. After collecting your signature, you will return to the modal where you can see a copy of your signature as well as the date and time stamp for when the signature was collected. You can click Edit signature if you need to change the signature.
8. Check the Legal Consent checkbox.
9. Click Save.
   
    
10. An event will be added to the Activity log when this signature has been collected. This signature along with the name and date and time stamp will then also appear on the last page on the Parental Verification Form.
    See Parental Verification Form for more information. 

Edit Monthly Guardian Signature

After a Monthly Guardian Signature has been collected, you can edit this signature if needed.

1. Go to Client’s Details page and Appointments or click the Reports tab > Appointments as explained above.
2. Go to Client’s Details page.
3. Go to Appointments or click the Reports tab > Appointments. 
   
    
4. Click on the Collect Monthly Guardian Signature button.
   
    
5. A modal opens that will default to the current month. If editing a signature for a different month, make your selection for the month you are editing the signature for.
    NOTE:  Only the month the Enable guardian appointment verification signatures setting was first enabled and going forward are you able to collect Monthly guardian verification signatures for. You also cannot collect Monthly guardian signatures for months in the future.
6. The Monthly guardian verification modal opens with the previously collected name and signature that was collected along with the date and time stamp.
7. Click Edit signature.
8. Use your mouse or finger to sign for the appointment and click Save. You can also clear your signature or cancel if needed.
9. Enter in the name of the person that is signing for the Monthly guardian signature.
10. Check the Legal consent checkbox.
11. Click Save.
    
    
     
12. An event will be added to the Activity log when this signature has been updated. This updated signature along with the updated name and date and time stamp will also appear on the last page on the Parental Verification Form. 
    See Parental Verification Form for more information. 

Delete Final Monthly Guardian Signature

If you need to remove/delete a monthly guardian verification signature where a signature has already been collected this can be done from the appointment page as well.

1. Go to Client’s Details page and Appointments or click the Reports tab > Appointments as explained above.
2. Click the Collect Monthly Guardian Signature button.
   
    
3. A modal opens that will default to the current month. If deleting a signature for a different month, make your selection for the month you are deleting the signature for.

   NOTE:  Only the month that the Enable guardian appointment verification signatures setting was first enabled and going forward are you able to collect Monthly guardian verification signatures for. You also cannot collect Monthly guardian signatures for months in the future.

4. Once you have the desired month selected, click the Delete button.
   
    
5. You will see a confirmation message that says: This action will delete the Guardian Verification for Month and Year selected. Would you like to continue?.
6. Click Continue to delete this signature or click Cancel to exit out.
   
7. If you delete the monthly guardian verification signature, this event will be recorded in the activity log and the signature, name, and date and time stamp will be removed from the last page of the Parental Verification Form. 
   See Parental Verification Form for more information. 

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