Electronically Sign PDFs from Text-to-Sign

New Way to Capture Signatures in Approvals!

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General Information

We're excited to announce a new enhancement that streamlines the approval process! You can now sign Approvals electronically using two convenient methods:

• Text-to-Sign: Provides an effortless way to sign by typing your name in the signature box to create a digital signature.

• Drawn Signature: Users can still create a digital signature using their mouse to draw their signature.

Getting Started

1. Within a record, on the right-hand side, click Share

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2. Click Create PDF

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3. If you want the all inclusive PDF, scroll down to Generate PDF
• If you want a customized PDF, click through each component of the accordion and choose the applicable components - then click Generate PDF
  • Note: if you do not make a selection within a component, it will default to the all inclusive option

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4. Once the PDF is successfully generated, select the Add your approval button.

6. Type your name in the signature box to generate a digital signature from text. Please note you can still create a digital signature using your mouse.

7. Click Approve to add your signature.

Once the Approvals PDF is generated, on the last page of the document you will see the signatures added.

You can also create a PDF and add your signature through the Plans tab of the care plan:

1. Navigate to the Plans tab of a care plan.
2. Under the View options menu, select Approvals.

3. Select the New Version link.

Once you create a new version, you will have the option to customize the PDF and add your signature!