Articles on: Document Manager

How to Sign a Document

Let us now move on to see how a document can be signed off by a Practitioner.

Let us assume that Dr. Roger Millers is logged in and wants to see what are the pending documents for review and then sign them off.

1. Go on to Documents | Pending Signing. Pending Signing would show the list of documents that are in the queue to be reviewed and signed.

2. Click on the Pen icon to sign the document. You may need to Preview the document before signing it.

Once a Document or Visit has been signed, it cannot be Edited.
In case you are wondering, what is the difference between a Visit and a Document? A Visit is a note recorded by one of your team members. A Document is simply an attachment that was uploaded to the Patient’s chart.

Updated on: 05/06/2023

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