The patient agreement is not complete until the medical professional has signed the document. Follow the steps below on how to obtain batch signatures or have a medical professional individually sign a patient agreement.
Obtaining the Medical Professional Signature with the batch sign function
From the dashboard, locate the medical professional’s name or use the search bar to type in the name and select Sign ALL.
Once on the Batch Sign page, complete the following steps to obtain a medical professional signature on multiple patient agreements. Select each patient > Obtain Medical Professionals signature > Medical Professional selects the signature authorization box and Sign Selected Patient Agreements.
Obtaining an individual Medical Professional Signature on the patient agreement
Complete the following steps to obtain a medical professional signature on a single patient agreement. On the patient agreement, scroll to the Signatures section and click on Add > Obtain Medical Professional’s signature > Medical Professional selects agree and saves signature.
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