Signing documents

To prevent the changing or deletion of a document in Document Center, you can lock it by signing it. Each patient, provider, and staff member that is attached to the document can sign it. To acquire a signature for a document, that document must be attached to a patient, provider, and/or staff member. You cannot sign a document that is attached only to a referral and/or insurance plan.

Notes:

Once a document has been signed, you cannot edit the document information, but you can attach additional entities.

Signing documents requires the "Document Center, Edit Document Info" security right.

To sign a document

In Document Center, do one of the following:

Select a document in the document tree, and then click the Sign Document button on the Document toolbar.

Select a document in the document tree, expand the Edit menu, and then click Sign Document.

Right-click a documentĀ in the document tree, and then click Sign Document.

Note: If the selected document already has a signature, the toolbar button is the View Signatures button, and the menu option is labeled View Signatures.

If applicable, do one of the following:

If the Password - Document Center, Edit Document Info dialog box appears, user verification has been assigned to the "Document Center, Edit Document Info" task. Do one of the following:

If your user account has been granted the "Document Center, Edit Document Info" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Document Center, Edit Document Info" security right, have a user with permission temporarily override this restriction so you can sign the document. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Document Center, Edit Document Info" security right. To have a user with permission temporarily override this restriction so you can sign the document, do the following:

On the message, click Yes.

In the Password - Document Center, Edit Document Info dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The Sign Document dialog box appears.

The Name box automatically displays the patient, provider, or staff member that is currently selected in Document Center, but you can enter a different name if applicable.

Note: The current date automatically appears in the Date box. You cannot change this date.

Use a mouse or other supported device to add your signature in the Signature box.

Note: To clear the signature so you can re-sign now or later, click Clear.

Click OK.