eSign a Treatment Plan - eSignature device

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The following instructions are on how to electronically sign a Treatment Plan once the eSignature device has been setup. 

  1. Go to Patient Records > Treatment Plan tab

  2. Select Treatment Plan menu

  3. Select Preview Plan or Preview Plan/Insurance Information (A4 only)

  4. Click Signature button

    1. Sign and click OK, Clear or Cancel on the PC or eSignature device

      1. OK: signature is saved against the Treatment Plan and a PDF is created within the Document Manager tab inside a Treatment Plans folder

      2. Clear: the signature is cleared from the Signature Capture window

      3. Cancel: message appears notifying that the Signature Capture was cancelled

  5. Close the Treatment Plan preview window

 

For information on how to use eSignature, click on the relevant link. 

Setup eSignature - eSignature Device

View eSigned Treatment Plans - eSignature Device

eSign a Letter - eSignature Device

View eSigned Letters - eSignature Device

Setup eSignature - eSignature Device

 

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