Get a Visit Signature

You can record a patient or caregiver signature for an appointment, which will appear on documentation to verify that services took place. This is typically used for home or school-based treatment. The visit signature will appear on all documentation for the appointment, including evaluation-type documents.

If the patient or caregiver is physically present, you can capture an in-person signature before the document is signed. You can also request a visit signature on a signed or unsigned document via the patient portal. When you send a visit signature request via the patient portal, the portal user will get an email asking them to log into the patient portal to provide a signature.

Visit Signature status displays on the Completed Documents list, which you can view from the documents tab or by clicking the Documents button in the patient chart.

• The Visit Signature icon indicates that the document does not have a visit signature. (You can click this icon to Request a Visit Signature via the Patient Portal.)

  

• The Visit Signature Pending icon indicates that a visit signature has been requested via the portal but has not been completed by the portal user.

  

• The Visit Signature Provided icon indicates that a visit signature has been provided.

  

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Get an In-Person Visit Signature

If the patient or caregiver providing the visit signature is physically present, you can capture their signature on a document before the document has been signed.

1. Click the Docs at the top of the screen.
2. Select Daily Note (or the appropriate document type).
3. Click the in-progress Note for the visit that needs a signature.

   

   
    
4. Click the Visit Signature button at the bottom.

   

   
    
5. Type the name of the person who is signing in the Signers Name field.
6. Have the patient or caregiver sign in the white box to confirm that services were performed on the listed date of service.
7. Click the Add Visit Signature button.

   

   
    

Request a Visit Signature via the Patient Portal on an Unsigned Document

If the patient or caregiver providing the visit signature is not physically present, you can send them a visit signature request via the patient portal. This allows the portal user to provide a visit signature digitally. This can be helpful when capturing visit signatures for teletherapy appointments.

1. Click the Docs tab at the top of the screen.
2. Select Daily Note (or the appropriate document type).
3. Click the in-progress Note for the visit that needs a signature.

   

   
    
4. Click the Visit Signature button at the bottom.

   

   
    
5. Click the Portal tab.
6. Click the Portal User drop-down to select the portal user.
7. Click the Request Visit Signature button.

   

   
    

Request a Visit Signature via the Patient Portal on an Signed Document

Use the patient portal to request a visit signature for a completed document.

1. Click the Docs tab at the top of the screen.
2. Select Daily Note (or the appropriate document type).
3. Click the Completed tab.

   

   
    
4. Click the document's Visit Signature icon.

   

   
    
5. Click the Portal tab.
6. Click the Portal User drop-down to select the portal user.
7. Click the Request Visit Signature button.

   

    

Cancel a Visit Signature Request

You can cancel a visit signature request if the portal user has not yet completed the visit signature. This can be useful if you need to cancel a signature request so you can send a visit signature request to a different portal user.

1. Click the Docs tab at the top of the screen.
2. Select Daily Note (or the appropriate document type).
3. If the note is in progress, open the note, then click the Visit Signature button. If the note is completed, click the document's Visit Signature Pending icon.

   In Progress Document:	Completed Document:

   
    
4. Click the Portal tab.
5. Click the Cancel Signature Request button.

   

    

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