Use Digital Signatures on Clinical Notes

By 09/10/2020Odontogram
Please note: In order to use the features described in the article below, you must first enable digital signatures in Power Practice 5.0+

Please see the Additional Resources section at the bottom for a link to the pre-requisite setup article.

Description

This article will discuss how to use digital signatures to signoff on Notes.

This article applies to version 5.0 +

Step-by-Step

Using your signature:

  1. Begin by starting a new Treatment Note or Clinical Note, as normal.
  1. If entering a new note, the signatures icon will not be available until the note is saved, so complete the process as normal and save the note.
  2. Say Yes to the signature popup when prompted.
  1. In the new popup window, you can choose to free-hand a new signature directly within the white space.
  2. Or you can load the saved signature instead using the Load button on the right side.
  3. Select the Save button on the right when you are happy with the results.
  4. Select the Close button.
  1. If you are editing an existing Treatment note, find the Signatures button at the bottom of the window.
  2. If  you are editing an existing Clinical note, find the Signatures Icon at the top right of the window.
  3. As previously discussed, you can load or free-hand a new signature before pressing Save and Close.

You also have the option to require a review for your note and even send a prompter message to any user you choose for review. This is discussed in more detail in another article, linked in the Additional Resources section at the end of this article.

You can apply signatures to both Treatment Notes and Clinical Notes. It is worth mentioning that a signature cannot be removed by any user other than the original entry user.

It also helps to keep in mind the security options on offer, allowing you to lock notes from editing or deletion past their original entry date. You’ll find articles to help set those features up in the Additional Resources section below.