How do I add doctor signatures?

You can add a doctor signature in two ways:

1. Directly within the Employee Profile - this would apply to the Rabies DVM Signature & Active Provider Signature document Merge Fields.
2. Practice Document - this will allow users to add a doctor's signature as a document in any Document Template or Email Template as you do with the logo.

Adding a Signature Manually

• From the main menu, click on Settings > Employees > Employees.
• Click on the edit pencil next to the employee record of the doctor whose signature you would like to add: 
• Under General Information click on Add Signature to add a signature by using your mouse or finger to draw it on the virtual signature pad then clicking Save.

Add Image of Signature

Note: The signature needs to be uploaded as an image file such as PNG or JPG.  It cannot be a PDF.  There are various applications available that will convert PDFs to images such as: https://www.adobe.com/acrobat/online/pdf-to-jpg.html.

1. Have the Provider sign a piece of paper. It is recommended that they take a piece of paper and sign it horizontally as large as they can with a large fine-point sharpie.
2. Scan the image into the computer using your scanner or take a picture of it and email it to yourself (for best quality, scanning is advised).
3. Once you have the image, save it on the Windows PC where you can find it (i.e. Desktop).
4. Once you have your picture ready, you will want to size it down to 270 pixels wide x 70 pixels tall. For help resizing the image, follow the steps listed in this article: Resizing/Modifying Signature Images.
   
5. Once resized, scroll down on the employee record and click Add Document.

1. Give the document a name (such as "Signature").
2. Click on the text Drop Files then browse to locate the document or drag the signature image from the File Explorer to this area.
3. Click Save.
4. Click on the General Information section for the employee.
5. Click the drop-down list in the Signature section.
6. Choose the Signature image you just uploaded.
7. Click Save.

Adding a signature using Practice Documents

These instructions are for adding the signature to the document templates and email templates.

• Navigate to the Settings > Practice Setup > General
• Scroll to the Documents section.
• Click Add Document.
• Give the document a name (such as Dr. Jones' Signature).
• Browse to locate the document.
• Click Save.

Note: The signature does not need to be "Public" as it will only be used in templates.

You can now insert the signature as a document in any document or email template using the insert document icon on the editor: