Patient Signature Capture Wizard

Patient Able/Willing to Sign Window

The Patient Able/Willing to Sign window appears if there is not a baseline signature on file for the patient, as indicated by the words "No Baseline (Add)" on the previous screen of this wizard. In this window, you select the signature type that the patient will provide: full name, initials, or X (mark). These signature type options are defined in the Signature Type subtab of Administration>Configuration>Organizations>Patient Signature tab.

Patient Signature Information Window

This final window of the Patient Signature Capture Wizard displays information about the patient and the visit, as well as a check box to acknowledge the Visit Validation Statement (the text of which is defined in the Define Signature Purpose subtab of Administration>Configuration>Organizations>Patient Signature tab).

This window also includes the Capture Signature field, where the patient enters his or her signature using a stylus or mouse. This field also includes tools to partially erase or clear all of an entered signature before it is finalized.

After you click Finish, the signature may be retrieved by clicking the View Signature button in the New/Edit Event window in Schedule or ... in the VS (View Signature) column in Transactions>General>TimeLog, or through Patient>Documents>Patient Signature or Reports>General>Patient Signature.

Capture Patient Signature

1.	From Transactions>General>TimeLog, click ... in the AS (Apply Signature) column.

2.	OR From the New/Edit Event window in Schedule, click Apply Signature.

The Patient Signature Capture Wizard opens.

3.	Check the box next to the signature purposes you want to apply to this visit.

4.	Click Next.

5.	In the Select who will be signing panel, click Patient.

6.	Click Next.

7.	In the Patient able/willing to sign panel, click the signature type to be provided by the patient: full name, initials, or mark (X).

8.	Check the box next to the Visit Validation Statements that the patient is affirming with her signature.

9.

Click .

10.	Have the patient sign in the white panel using a stylus or mouse.

Click  and sweep the mouse over a signed area to erase, or click  to clear all markings in the signature panel.

11.	Click Finish.

The Patient Signature Capture Wizard closes and the box in the SC (Signature Capture) column is checked for the visit.

Note: If you leave any signature purposes unselected for this signature capture, the wizard will present you with the option to return to the initial screen of the wizard to select another signature purpose.

Designated Alternate Window

The Designated Alternate window opens if you selected that a designated alternate would provide signature on the previous screen of this wizard. In this window, you select the patient's designated alternate who will provide a signature for the visit if the patient is unable to sign. The alternate's relationship to the patient as defined in Patient>General>Family & Friends auto-populates in the Relationship field when the alternate is selected. You also select a reason why the patient cannot sign for himself; these reasons are defined in the Pick List subtab of Administration>Configuration>Organizations>Patient Signature tab.

Alternate Signature Information Window

This final window of the Patient Signature Capture Wizard displays information about the signing alternate and the visit, as well as a check box to acknowledge the Visit Validation Statement (the text of which is defined in the Define Signature Purpose subtab of Administration>Configuration>Organizations>Patient Signature tab).

This window also includes the Capture Signature field, where the alternate enters his or her signature using a stylus or mouse. This field also includes tools to partially erase or clear all of an entered signature before it is finalized.

After you click Finish, the signature may be retrieved by clicking the View Signature button in the New/Edit Event window in Schedule or ... in the VS (View Signature) column in Transactions>General>TimeLog, or through Patient>Documents>Patient Signature or Reports>General>Patient Signature.

Capture Designated Alternate's Signature

1.	From Transactions>General>TimeLog, click ... in the AS (Apply Signature) column.

2.	OR From the New/Edit Event window in Schedule, click Apply Signature.

The Patient Signature Capture Wizard opens.

3.	Check the box next to the signature purposes you want to apply to this visit.

4.	Click Next.

5.	In the Select who will be signing panel, click Alternate.

6.	Click Next.

7.	In the Designated Alternate field, click  and select the designated alternate.

The alternate's relationship to the patient automatically populates the Relationship field.

8.	In the Reasons Patient Unable to Sign for Self field, click  and select the reason why the patient is unable to sign.

9.	Check the box next to the Visit Validation Statements that the alternate is affirming on the patient's behalf with his signature.

10.

Click .

11.	Have the patient sign in the white panel using a stylus or mouse.

Click  and sweep the mouse over a signed area to erase, or click  to clear all markings in the signature panel.

12.	Click Finish.

The Patient Signature Capture Wizard closes and the box in the SC (Signature Capture) column is checked for the visit.

Note: If you leave any signature purposes unselected for this signature capture, the wizard will present you with the option to return to the initial screen of the wizard to select another signature purpose.

Reasons Unable to Obtain Signature at Visit window

In this window, if a patient is unwilling or unable to provide a signature for a visit and a designated alternate is unavailable, you can document that you were unable to obtain a signature for the visit by selecting one of the reasons from the drop-down list. These reasons are defined in the Pick List subtab of Administration>Configuration>Organizations>Patient Signature tab.

Document When Unable To Capture Signature

1.	From Transactions>General>TimeLog, click ... in the AS (Apply Signature) column.

2.	OR From the New/Edit Event window in Schedule, click Apply Signature.

The Patient Signature Capture Wizard opens.

3.	Check the box next to the signature purposes you want to apply to this visit.

4.	Click Next.

5.	In the Select who will be signing panel, click Unable to Obtain Signature.

6.	Click Next.

7.	In the Reasons Unable to Obtain Signature at Visit field, click  and select the reason you were unable to obtain the patient's signature.

8.	Click Finish.

The Patient Signature Capture Wizard closes and the box in the SC (Signature Capture) column is checked for the visit.