Overview
Clinicians are able to review and sign multiple clinical documents at one time using the Clinical Charting batch sign feature. This article will cover how to do this.
Important: You will only be able to sign multiple forms if you have set up your digital signature.
Examples of when you might use this feature:
- When a clinician finishes charting at the end of the day/week.
- When a supervisor is signing off on their supervisees' documentation.
- If an additional signature is needed on a group note.
Sign Multiple Clinical Documents at Once
- Click the Clinical/Charting Module.
- To select multiple documents, click once to highlight the first clinical document, then:
- If the documents are not listed in order - hold down your CTRL key and click on each additional document.
- If the documents are listed in order - hold down your Shift key and click once on the last clinical document. This will highlight all forms in between.
- Once you have highlighted all documents you need to sign, click Change (in the upper right).
- This will open a new window titled Change Documents where you have various batch change options.
- This will open a new window titled Change Documents where you have various batch change options.
- Optional: Click the Review All link to review the PDF print version of all documents prior to signing them.
- Once you are done reviewing the PDF you can close the window or tab.
- Click the Sign All link.
- This will open another window called Sign Documents. Each chosen document will be listed.
- To the right of each documents, there is a signature dropdown menu that will show you available signatures for these clinical documents. It will also give you the option [do not sign], in case you do not want to sign one of these documents at this time.
- In the Signature column: Use the dropdown to select the signature for each document.
- In Signature Password (field at top of window): enter your digital signature password.
- Click Save.
- Close the change documents window.
- Refresh your screen (if you do not have a short key for this, clicking on the Clinical Charting Module will refresh the screen).
- The column with the clipboard displays how many signatures have been applied to each clinical document.
- Notice the number of signatures for these clinical documents will have updated.
- If all signatures for a document have been applied, the column will display a checked box.