NextGen Knowledge Center

Sign Documents Electronically

Before you begin

You must select the Single click signature option and set up signature preferences in the User Preferences window.
After a document is filed, you can add an electronic signature to it. The application uses the name of the logged on user for the signature and the date and time in NextGen® Document Management.
  1. Open NextGen® Document Management.
  2. On the toolbar, select Search, and then search for the documents or images.
    The Matching Records grid displays the list of patients who are associated with images that match your search results.
  3. Double-click a patient record to open its associated images in the Search Results For: window, and then double-click the image you want to view.
    The NextGen® Document Management viewer displays the image.
  4. To automatically add the signature, select the provider signature icon on the image viewer toolbar.
  5. Drag the cursor across the image to draw a box that holds the signature.

    A message appears asking you to review all pages of the document. However, you can select the Disable signature warning option in User Preferences to not display the message.

  6. To change the font properties and color, select the signature, right-click, and then select the appropriate option.
Related tasks
Configure Your NextGen Document Management User Preferences