You can electronically sign Progress Notes once they are complete. You can add your signature using your computer mouse or a stylus/finger on a mobile device.
Once an electronic Signature is added to the system, the system will store it so you can easily apply it to other Progress Notes. It can be cleared and re-entered by clicking Clear Signature.
Additionally, once a Note is signed and locked, the Patient or Parent/Guardian may also sign and lock the Note. Patient or Parent/Guardian signatures will never be stored. They must sign each time.
You will be able to view added Signatures in the Note Preview and when printed.
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Electronically Sign Note - Provider
- Select Client from drop down list and click the green Progress Note (pencil) icon.
- Create a new Note or open a saved Note.
- Click Sign & Lock.
- Enter Signature.
Electronically Sign Note - Patient or Parent/Guardian
Patients or Guardians can only sign AFTER a Provider has signed the Note. Once a Provider has signed it, the Add Patient or Guardian Signature button will enable.
- Click Add Patient or Guardian Signature button.
- Allow Patient or Guardian to sign via your computer mouse or your mobile device.
Electronic signatures will be viewable on the Progress Note Preview screen, as well as the printed note.
Electronic Signature TIP!
If you are signing with a touch pad on a laptop, the touch pad will function like a mouse. That said, different computers have different styles of touch pads, and so there are different methods that can be used.
- If your touch pad has 2 buttons at the bottom to left or right click with, you will want to press and hold the left button with one finger and sign with another finger.
- If your touch pad itself acts as a single button (pressing on the left side is a left click, the right side is a right click) then you can simply press (firmly) and sign with one finger. Remember to press through your entire signature.