Skip to main content
Engagement: Signing Forms

Learn how to add electronic signatures and sign forms, consents, and health history paperwork as it comes into the Engagement Inbox

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Engagement makes it easy and convenient to sign forms electronically. That means no more printing and hassle with physical paperwork! Save a default signature that can be used anytime and across multiple locations (if needed).

By default, users that are setup in the Doctor role will have access to sign forms electronically in Engagement without additional setup required. In order to enable the Electronic Signatures for other user types (Office Manager, Hygienist, or Dental Assistant), you will need to customize their user permissions in order to enable this feature.

Ready to get started signing forms? Contact us here!

Watch the short video below for an overview of how to setup and add electronic signatures in Engagement:

Set Up Providers to Sign Forms in Settings

If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.

If there are other users other than Doctors who need access to sign forms, you will need to update user settings for those team members and then contact Dental Intelligence Support to enable this capability. Follow the steps below to get your user settings updated.

  1. Access Settings by clicking the gear icon in the upper right hand corner

  2. Click into the Users tab

  3. Select the Edit button under the needed User

  4. Scroll to the Position Role drop down menu and select the applicable role: Doctor, Hygienist, Office Manager, Dental Assistant, or Front Office

  5. Once you have selected the Role, scroll to the bottom of the user settings and click the Can Sign Forms check box

  6. Click Save User

  7. Lastly, contact Dental Intelligence Support to enable this capability and you're all set!

Reminder: If the user is setup as a Doctor role within Engagement, they will automatically have permissions to sign electronic forms.

How to Sign Documents Electronically

Now that the signing team members have been setup correctly, it's time to start signing forms.

Note: Only one provider and one patient signature is available per form. Multiple providers and patients cannot sign the same form.

Follow the steps below to begin signing forms electronically:

  1. To add a default signature, first navigate to the Inbox on the left side menu of Engagement. Filter the patients list by clicking on the Forms filter type.

  2. Click Sign Document on a patient that has an outstanding form that requires a signature.

  3. Add your electronic signature to sign the form. If this is your first time signing forms, click the checkbox to Save as Default Signature. This will save and populate your signature the next time you need to sign a form. If you already have a default signature saved, you will see the You are using your default signature verbiage.

Once you sign a document, it's set in stone โ€“ no edits or deletes allowed. But if something is unsigned, you can easily delete it with a right-click in the recent docs. You can also tidy things up by renaming or sorting docs into groups within your practice management software.

Note: If you are a user that has access to multiple practice locations in Engagement, you must have a default signature saved in order to access your signature from any practice location. Access to this feature is restricted to end users that have multi-location and forms signing permissions.

Did this answer your question?