- Click on New Note or a saved Activity Log
- Use the
dropdown or type the name of the Related Contact in the Contact's box (upper-right of Note) to log this Note to the person who needs to sign
- Then click the Signers
button and add that person as a signer
- Then click Save, Sign and Lock
- Signature button will be made available on the contact's Activity Log
- If the contact is on-site have them use their PIN (for more documentation, Click HERE)
NOTE: Related contacts need to be added BEFORE the Note is saved and locked. To unlock a Note, you need the File Audit user permission (Click HERE).
Add Related Contacts on Group Notes
- Add Related Contact as a Participant from the Group Notes Window before locking
- Add Related Contact to Appointment with a Group Note Template (Must be done before Check-In - for more information, click HERE)
Med/Clinical Documents
For more information, Click HERE.
Send to Portal
- For Related Contacts, click on the
icon to pull up the Edit Relationship dialogue box
- Make sure that the contact has Web Portal checked. **You must have the Web Portal permission, Click HERE
- Give instructions for the client to create a portal account (for more documentation, Click HERE)
- Go to the contact's Edit Contact
screen to Link the Portal Pin number (for more documentation, Click HERE)
- Click on the Activity Log Note Globe icon
(for more documentation, Click HERE)
- Choose the contact
- Contact can now view documentation or pictures by clicking on the name or sign on the Portal where there is an electronic PIN icon
- They will use their Portal Account Password to sign
NOTES:
-
For more information on setting up eSignatures, Click HERE.
- For more information on Med/Clinical Required Signatures, Click HERE.