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When a document requires a signature from someone who is not present at the time the patient signs the document, it may be saved and signed at a later time.
After the patient has signed the document and Save/Exit has been selected, the system will first prompt "Was the signature acquired?". Select Yes to continue.
The next prompt will display "Is the document complete? Were all the signatures acquired?" Select No the save the document as Incomplete in Electronic File Management.
The document will then display on the File List tab and will be highlighted in yellow to indicate that it is Incomplete. The Inactive column will also display the word "Incomp".
When the additional signature is ready to be added, double-click on the document and Microsoft Word will open back up. Place the cursor where the new signature needs to go and select the pencil icon to have the document signed. Select Save/Exit on the TruBridge tab to exit the document.
NOTE: It is important to note that no new text may be added, or existing text be modified, when acquiring additional signatures. This will corrupt any existing signatures on the document.
The prompt "Was the signature acquired?" will display again. Select Yes to continue. If no signatures were added to the document, select No.
Then the prompt "Is the document complete? Were all the signatures acquired?" will display again. Select Yes if all signatures have been acquired. This will complete the document and convert the document to a PDF. If No is selected, the document will stay at an Incomplete status.