Archive Electronically Signed Forms

Help Guide for NextGen® Enterprise PM 8

Capture Electronic Signatures on Multiple Forms

You can capture electronic signatures on multiple forms. On the Forms Enhanced tab, select all the forms for which you want to capture electronic signatures and then select Preview. A message appears asking for a confirmation that you want to open all selected forms. Select Yes. All the selected forms open. To sign the first form, select the SIGN THIS DOCUMENT button. Capture electronic signatures Capture Electronic Signatures in the form and close the form. A message prompting you to confirm whether you want to archive electronically signed forms appears. This message appears whenever you close an electronically signed form. Select Yes to archive the form. The next form appears. Follow the above steps to capture electronic signatures on all the forms. Parent topic: Electronic Signature in Forms Enhanced

Help Guide for NextGen® Enterprise PM 8

Capture Electronic Signatures

You can capture electronic signatures on an enhanced form using an electronic signature pad. On the Print Forms window, Forms Enhanced tab, select a form that you want to sign and print. In the Copies section, enter the number of copies you want to sign and print. Select Preview. The form opens displaying the SIGN THIS DOCUMENT button above the form. Note: The SIGN THIS DOCUMENT button appears only if you have installed and configured an electronic signature pad and the form contains a System Esignature data field. Select SIGN THIS DOCUMENT. The NextGen PM Electronic Signature window appears. In the Esignature Tags panel, select an Esignature to sign. For example, Esignature 1 under the Patient esignature tag. Select Begin Capture to enable the electronic signature pad and activate the Capture Window section. If you are using an IntegriSign electronic signature pad, then a window opens displaying the Signer Name. You can sign and select OK to proceed. Sign on the electronic signature p

Help Guide for NextGen® Enterprise PM 8

NextGen PM Electronic Signature Window - Field Descriptions

The following table describes the fields of the NextGen PM Electronic Signature window. Field Description Esignature Tags panel Includes Esignature Tags and System Esignature data fields under each tag. For example, if the Patient Esignature Tag appears twice in a form, then the Esignature Tags panel displays the tag name, which is Patient, and the number of times the tag appears as Esignature 1 and Esignature 2 under Patient. If you do not assign an Esignature Tag to an Esignature data field in File Maintenance, then then system automatically assigns a tag as Default and displays as Default 1, Default 2 and so on. Capture Window section Begin Capture Begins capturing electronic signatures and activates other fields in the Capture Window section. Clear/Restart Clears the electronic signature. You can sign again after selecting Clear/Restart. Done Captures the electronic signature. Cancel Cancels the electronic signature. You must select Being Capture again to capture electronic signatu

Help Guide for NextGen® Enterprise PM 8

Archive Electronically Signed Cost Estimation Forms

After capturing the electronic signature on the cost estimation form, close the form toolbar. A message appears to confirm that you want to archive the signed document. Note: You can archive forms that contain at least one electronic signature. The message does not appear if there are no electronic signatures on the form. Select Yes. You can view the archived forms on the Clinical History/Notes tab in the patient's chart. Parent topic: Printing Estimated Patient Cost

Help Guide for NextGen® Enterprise PM 8

Archive Electronically Signed Cost Estimation Forms

After capturing the electronic signature on the cost estimation form, close the form toolbar. A message appears to confirm that you want to archive the signed document. Note: You can archive forms that contain at least one electronic signature. The message does not appear if there are no electronic signatures on the form. Select Yes. You can view the archived forms on the Clinical History/Notes tab in the patient's chart. Parent topic: Printing Estimated Patient Cost

Help Guide for NextGen® Enterprise PM 8

Electronic Signature in Forms Enhanced

The Electronic Signature feature in Forms Enhanced enables you to electronically sign multiple forms or at multiple locations within the same form, for an account or a patient. You must have an electronic signature pad properly installed and configured to obtain electronic signatures. You must add a System Esignature data field in the Forms Enhanced master file in File Maintenance to enable this feature in NextGen® Enterprise PM. You can electronically sign documents shared between different practices; however, you cannot electronically sign documents when generating a blank form from the File > Print menu or when selecting forms for multiple patients. For setting up electronic signatures, go to the NextGen Healthcare Success Community and download the File Maintenance Master Files Guide for NextGen Enterprise. Capture Electronic Signatures Archive Electronically Signed Forms You can archive electronically signed enhanced forms. Capture Electronic Signatures on Multiple Forms You can c

Archive Electronically Signed Forms

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