To set up electronic signature images, a PIN, and/or default e-sign settings for an active client for the first time so they can sign eligible progress notes, service plans, or FormBuilder forms, or to make changes to the e-sign settings information if it was set up in the past, complete the steps below.
- Using the Search Client feature, search for the client you are working with.
Image: Search Client Window
- Click the name of the client.
- Click Client E-Signature Settings
- You can add a client's signature images in the following ways:
Choose file (saved image upload)
To upload either type of image for the first time, or to replace a previously uploaded image, click the corresponding Choose File button. When prompted, select the file to be uploaded from its location on your computer, and then click Open to return to the settings page.
Signature Pad
To capture the client's signature directly using a signature pad and to then save it for use in AWARDS, click Signature Pad. The page is refreshed to display related options. Click Draw to give focus to the signing area before the client signs on the pad, Clear if you'd like to clear what has been entered using the pad, or Cancel to close the signing area and remove the signature pad-related options.
Touch
To capture the client's signature directly using "touch" functionality and to then save it for use in AWARDS, click Touch. The page is refreshed to display related options. Have the client use their finger or a stylus on a touch-screen device (such as a tablet) or a touchpad, or use a mouse to sign within the white signing block on the AWARDS page. Click Clear if you'd like to clear what has been entered, or Cancel to close the signing area and remove the touch-related options.
- Set a PIN. The client will need to use their PIN whenever they e-sign a document or record.
- To create a PIN for the first time, have the client enter a five-digit number in the PIN field, and then re-enter that number in the PIN Confirmation field.
- To replace an existing PIN with a new PIN - To replace the client's existing PIN when that PIN is known, have the client enter it in the Current PIN field. They should then enter the new five-digit PIN in the New PIN field, and then re-enter it in the New PIN Confirmation field.
- To reset a forgotten PIN and all electronic signature information - If the client has forgotten their PIN, click RESET PIN at the bottom of the page. The Electronic Signatures PIN Resetting page is displayed. Click Continue to complete the reset process. The client's PIN and electronic signature images are reset and they will need to re-enter them.
- Set the signature default. The "Default Sign With" portion of the settings page enables you to specify default signature settings for use when signing progress notes or service plans in the future. To create default settings, click the radio button next to one of the image type selections to indicate whether the default signature should use "No Image," the "Initials Image," or the "Full Name Image."
- Click Update to save the client's new E-Signature settings.