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).
Users with the Doctor role in Engagement and the 'Can Sign Forms' permission selected have access to sign forms electronically without additional setup required.
By default, most forms in Engagement are set up to be signed by the Doctor. If you would like to allow other roles to sign specific forms/consents, please contact Dental Intelligence Support.
Set Up Users 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 users (other than Doctors) who need access to sign forms, you will need to update user permissions for those team members and then contact Dental Intelligence Support to enable this capability.
Follow the steps below to get your user permissions updated:
Access Settings by clicking the gear icon in the upper right hand corner
Click on the Users tab
Locate the user that needs signing permissions, then click on the 3-dot menu and click Edit
Click on the Permissions section. Scroll down until you see the checkbox next to Can Sign Forms. Click on the checkbox to select it, then click Save User
If this user is in a role other than 'default doctor', contact Dental Intelligence Support to enable signing capabilities
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:
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.
Click Sign Document on a patient that has an outstanding form that requires a signature.
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 – 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 users that have multi-location and forms signing permissions.
Troubleshooting
Why can't I sign forms?
In order to sign forms, 4 criteria must be met:
The form/consent needs to have the ability to able to be signed by at least one "role" (typically "doctor").
Your user profile role needs to match the "role" set by the particular form.
Your user profile needs the 'Can Sign Forms' permission selected.
You must be logged in to your user account in Engagement so that your permissions are correctly recognized.