If a provider’s signature is required on a Note & Form, only that provider on the appointment the session note is from can sign it in their account. However, a Note & Form can be signed by more than one provider.
To collect multiple signatures on a Note & Form:
- In the Note & Form template, click the Form Fields drop-down and select Signature.
- In the “Form Signature” pop-up, select Other from the “User Type” drop-down. This signature can be assigned to another provider.
- The “Do not allow reassignment of signatures” checkbox means that once the signature is assigned to one user, it cannot be reassigned to anyone else.
- i.e. If this is not checked, the secondary signature can be reassigned to another user.
- The “Do not allow reassignment of signatures” checkbox means that once the signature is assigned to one user, it cannot be reassigned to anyone else.
- Once the “Other” signature is assigned to a provider, the form will be located in the Files module. Users can filter for signatures by:
- Clicking Filters on the left-hand side and selecting the Signatures drop-down
- Choosing either Signed By Me or By All, or Not Signed By Me or By All.