Setup Assessment Signatures
After completing a Clinical Assessment, it is often necessary to have the assessment signed by the staff performing the assessment, the person being assessed or their representatives, or others.
Managing Signature Requirements
Start from the Setup Tab
- Select “Assessment” from the menu on the left side of the screen; this will give you new options on the right
- Select “Assessment Signature Requirements” from the list on the right; This opens the Assessment Signature Requirements screen.
- From the “Type” drop-down list, select the Assessment Occasion you would like to require signatures for.
- This will open a list of required signatures in the section below the drop-down list. If there is nothing in this list, no signatures are currently required for this Assessment Type.
To Add a Signature Requirement
- Press the New Button at the top of the screen; this will create a new signature slot in the list below.
- Enter the Sequence number for the new signature – this number is to indicate the order the signatures are to appear in on the Assessment. The lower the sequence number, the higher up on the Assessment the signature appears.
- Enter the Signature Label: This is who you want to require to sign the Assessment: Nurses, Residents, Residents’ family, etc.
- Press the Save Button at the top of the screen – and you are done!
To Remove a Signature Requirement
- Click on the grey box next to the signature you want to remove
- Press the Delete key on your keyboard; This will pop open a new window asking if you are sure that you want to delete this Signature Requirement – press yes and you are done!