Admin Signature for Signing Notes

For information on finalizing documentation in the Provider Portal, please see: Finalizing a Note/Session.

When a provider is added to the application, a Provider Portal login should be created. This allows the therapist to document visits and finalize/cosign documentation. Often, the individual that has Admin access is also a provider. In order to prevent the need for multiple logins, the Admin account has the ability the finalize documentation as well.

Note: This feature should only be used if the Admin user is also a provider that will be finalizing documentation using the Admin login.

Adding an Account Signature Image

1. Navigate to Admin > Member Info.
2. On the right-hand side of the screen, locate the Account Signature Image box. 
3. Select Click to upload signature.
4. In the new window, click Choose File and browse for the desired image. For 
5. Click Capture Signature.

For instructions on how to locate your Note Signature Code, please see: Note Signature Code.

Link Admin Account to a Provider Signature

If you have previously uploaded a signature to your provider's profile, you can elect to use that signature instead of uploading a new one.

Important: This feature should not be used to finalize documentation for other providers. If you change which provider signature the Admin account is linked to, all notes finalized prior will update to the newly selected provider's signature.

1. Navigate to Admin > Member Info.
2. On the right-hand side of the screen, locate the Account Signature Image box. 
3. Select the Use drop-down to pick which provider profile you want to link the Admin account with.