In order to prompt the client for a signature, a merge field must be used in the document template. It can be added by editing the document template and selecting the Insert Merge Field icon and then selecting Signature* in the drop-down list.
- Go to Menu > Settings > Practice Setup > Document Templates.
- Click the Edit pencil for the template(s) that require the signature field.
- Click in Insert Merge Field icon and select Signature* from the drop-down list.
- Save changes.
From the patient's medical record, select the Quick Link Generate Patient Document. If the document settings allow edit, you can make changes to the document and when finished select Sign Document.
The document cannot be edited once it is signed.