In this article, you'll learn about our updates to:
EHR: Signature Templates - forms with multiple signees
Signature Templates - forms with multiple signees
Please note:
This update pertains to the Form Editor functionality. To access the Form Editor, please email support@remedly.com.
For more details, refer to the Form Editor Guide: How to Manage Patient Forms (EHR 2.0)
To make Forms more flexible and adaptable to your practice's needs, we've added Signature Template as a second option to sign a form. The Signature Template allows adding a personal note to your signature, visible to anyone signing a form.
When creating a new ''Form'' for a form template, click "+Signature Template":
Add a note which will show up during signing, then click "Save".
After you "Save" the form, Signature Template will be visible in your form's description:
When completing a form with Signature Template added, user can edit a note and then sign the form.
When reviewing the form, signature shows date, time and full name of the signee.
At any time, you can "Edit" a signature template.
If there are no signed Forms yet, you can "Delete" a signature template from a form at any time . Click on the three dots icon, then select the option.
Please note that the first version of Signature remain available as form elements in the editor.
It does not provide Notes, and does not display signee's full name.
We recommend using a single type of signature per form, based on its purpose.
The first version of Signature is best for forms completed by patients, such as consent forms and demographic updates. Meanwhile, New Signature Templates are ideal for forms signed by a provider or practice representative, such as questionnaires, encounter-related forms, and assessments.