How to Capture A Client/Guardian Signature

Overview


Any time you need to capture a patients or guardians signature, the following steps will guide you to do so.
The steps will be similar to capturing/saving your signature in the HR module. 
Warning
Please note, to not use the "Used My Saved Signature" when capturing a client or guardian signature.

1. Click the "Get Signature" button


2. A pop up will appear where you can capture the signature.


3. Choose the correct Signature input method. Either Topaz or Canvas. 
Notes
We recommend Canvas Signature unless you know your organization uses Topaz machines.
4. Make sure the desired option (Canvas) is highlighted.
5. Using a mouse, laptop trackpad, or patients finger if you're on a tablet; Have them sign in the box.
6. Click Save to fully capture the signature.









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