Skilled Nursing Facilities

Contents

Adding Signers to an e-Signature Document

Document Manager e-Signature documents require you to add signers to complete the document or packet. Signers are added to the document or packet on the resident's chart in the Document Manager section of the Document tab. 

Based on the template, the document can have one signer role or multiple singer roles. The signer roles are generic and must have a name associated to complete the packet. This identifies the person or persons signing the document(s). You can assign a single signer to multiple signer roles or the signer can be one individual. For example, if the packet includes the Responsible Party and Business Manager, the signers associated are different. After all signer detail is entered, you can start the signing ceremony. Each signer must accept the consent form before signing documents.

Note

To use e-Signature in Document Manager, e-Signature must be enabled in your facility.

API Key and authorization must be setup to use e-Signature in Document Manager.

You must allow third party cookies and site data to create electronic signature template and complete signing ceremony.

If the signer role is a professional contact type, the search looks at contacts with a contact type of professional. You can add a new name if the contact type isn't found. When you add a new professional contact, the new professional contact is used for only the signing ceremony and does not create a new user in professional contacts.

If the signer role is a resident contact, the search looks at resident contacts. When you search for a signer name, you first see the resident's assigned contacts. If you need to create a new contact that is not already associated to the resident, you can select Update Contact to assign the contact to the resident. The contact appears in the resident profile under contacts.

If the signer role is a staff position, you can search the active PointClickCaresecurity users or add a new security user. If you select an existing security user, you can update the PointClickCare security user first name, surname, and email ID by selecting Update Contact. You must have proper security access to update security user detail. When you add a new security user, the new user is used for only the signing ceremony and does not create a new user in security.

  1. Admin > Document Manager > Dashboard > Name or Resident Chart > Documents > Document Manager > e-Signature > Select packet > Complete.

  2. Select a packet. 

  3. Click Actions and select complete.

  6. Accept Esign Disclosures and Consent.

  • Packet Owner - The user that generated the packet or responsible for completing the packet.

  • Signature Type - Select Capture Signature or Click to Sign - e-Signature documents require signature.

  • Signature Method - Is identified when the template is created for an e-Signature document. 

    • In Person - Requires documents to be signed in person. 

    • Remote - Requires documents to be signed through email. 

  • Enforce Signing Order - Allows you to select the order the signatures are received during the signing ceramony. Only applicable if enabled in Document Manager Configuration. 

  • Capture ID Proof - Allows you to upload a proof of ID for signer during signing ceremony. Only applicable if enabled in Document Manager Configuration.

For completing Esign fields

  • If multiple signers are required, switch signers by selecting the name in Now signing as field.

    • If you switch signers, you see a confirmation to proceed to hand over the documents.

  • If a signer's signature is not required on a document, you see a message at the top of the page.

  • When there are multiple documents, Right and Left arrows guide you through the documents.