Activating Electronic Signature

Electronic Signature ensures that the clinical user creating a document with their secure login and password, or a user with clinical supervisory privileges, are the only users that may edit, delete, or lock and sign a document.

Your agency should review your State's Regulatory Requirement to ensure that your state's requirements are met to constitute electronic signature for your state.

To activate Electronic Signature, complete the following steps (click a link to view more information in each step):

You must create a policy statement to prompt a clinician prior to electronically signing a document. Only users with access to System Control have rights to create the policy statement:

1. From the Main Menu, select Administration, and click System Control.

2. Enter your agency's policy statement in the Signature Prompt field.

3. Click .

After identifying the users that require Clinical Supervisory privileges, you must set up the appropriate rights:

1. From the Main Menu, select Administration and click User Security.

2. Locate and click on a name in the list of employees.

3. Locate Clinical Supervisory in the list of security permissions, and select the Allow check box.

4. Click .

5. Repeat the steps above for any other users requiring Clinical Supervisory privileges.

To enter an electronic signature:

1. From the Main Menu, select Administration and click User Security.

2. Locate and click on a name in the list of employees.

3. Enter the employee's name and title in the Electronic Signature field. This signature is how the employee would sign a clinical document or plan of care. (i.e.: Sue Thomas, LPN)

4. Click .

5. Repeat the steps above for any other users requiring an electronic signature.

Only an Administrator can activate the Electronic Signature option.

To activate the Electronic Signature option:

1. From the Main Menu, select Administration, and click System Control.

2. Select On beside Electronic Signature.

3. Click .

If your agency uses point of care devices, each point of care user must perform a transfer on their laptop from the back office to obtain the Electronic Signature activation and the Policy Statement signature prompt.

After the transfer completes, point of care users can use the electronic signature.

Enterprise Edition will not alter documents created prior to activating electronic signature, and you will not be able to add an electronic signature to them.