Sign Notes & Documents

  Permissions: User must have access to the Progress Note or Document.

Once you have created your e-Signature in TheraNest, you can apply that to Progress Notes and Documents. After a Signature is added, only Administrators can remove them.

TheraNest allows you and your Client to sign the following Documents:

Contact Log  Initial Assessment Addendums

Progress Notes Treatment Plans Custom Forms

NOTE: TheraNest does not require Signatures on Documents. It is up to you to determine for your Organization if/when documents require you and/or your Client's Signatures.

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
3. Choose appropriate Case IF Client has multiple Cases. If they only have one open Case, the Notes tab will automatically display.
4. Click the Details button for appropriate Note.
5. Click the drop down on the Save button.
6. Select Save and E-Sign.
   

   NOTE: If a therapist's permissions require a supervisor's approval or signature on notes, the therapist will select Save & Submit to Supervisor(s) from the Save button. 
   

7. Click Sign the Document button in the Document Info screen after you have reviewed the Note.

Again, once a Note or Document is signed, it cannot be edited by a Therapist. Only users with Administration level Permissions will be able to  remove Signatures.