Skip to main content

Our office has an electronic signature pad. How do I capture a patient’s signature?

Paul Streifel
Updated

Pre-Requisites: 

Step-by-Step Instructions:

  1. In order for electronic signatures to be attached to letters in the patient record, the letter(s) must be saved in the Reports > Custom Letters > Consent Letters section. 
  2. Access the Patient Overview screen for your desired patient. 
  3. Click the Print Reports icon and choose the Letters option from the drop-down menu. 
  4. Indicate Patient Consent in the Select Letter Group field, and the desired letter in the Select Letter field.
  5.  Click the Print / Preview button in the Letters module once your are satisfied with your selection and are ready to have the patient sign.
  6. The letter will generate to an Report Viewer screen where the signature can be electronically captured. The patient signature should be obtained. 
  7. Click the Save PDF file button. The screen will refresh, showing the patient signature.
  8. If desired, please press Print or save the file to your device to preserve the signature locally.
  9. A notation is added to the Patient > Notes section. 
  10. To view the freshly saved document from the Patient Overview screen, click the dropdown menu for Patient and choose the Notes option from the drop-down box. From the Notes screen, the letter can be edited, deleted, or viewed.

Visual Guide:

Print Reports Icon > Letters is displayed via a dropdown menu.

In order for electronic signatures to be attached to letters in the patient record, the letter(s) must be saved in the Consent Letters section. From the Patient Overview screen, click the word “Print” and choose the Letters option from the drop-down box. Indicate “Patient Consent” in the Select Letter Group field, and the desired letter in the Select Letter field. Click the Print / Preview button in the Letters box. The letter will generate to an Adobe screen where the signature can be electronically captured. The patient signature should be obtained. Click the Save PDF file button. The screen will refresh, showing the patient signature. To print, click the Adobe printer icon. A notation is added to the patient Notes section. To view, from the Patient Overview screen, click the word “Patient” and choose the Notes option from the drop-down box. From the Notes screen, the letter can be edited, deleted, or viewed.

Signature boxes and Save PDF file are displayed in the Report Viewer.

In order for electronic signatures to be attached to letters in the patient record, the letter(s) must be saved in the Consent Letters section. From the Patient Overview screen, click the word “Print” and choose the Letters option from the drop-down box. Indicate “Patient Consent” in the Select Letter Group field, and the desired letter in the Select Letter field. Click the Print / Preview button in the Letters box. The letter will generate to an Adobe screen where the signature can be electronically captured. The patient signature should be obtained. Click the Save PDF file button. The screen will refresh, showing the patient signature. To print, click the Adobe printer icon. A notation is added to the patient Notes section. To view, from the Patient Overview screen, click the word “Patient” and choose the Notes option from the drop-down box. From the Notes screen, the letter can be edited, deleted, or viewed.

Patient > Notes screen is displayed with a highlighted new System Notes entry for the signed Consent Letter.

In order for electronic signatures to be attached to letters in the patient record, the letter(s) must be saved in the Consent Letters section. From the Patient Overview screen, click the word “Print” and choose the Letters option from the drop-down box. Indicate “Patient Consent” in the Select Letter Group field, and the desired letter in the Select Letter field. Click the Print / Preview button in the Letters box. The letter will generate to an Adobe screen where the signature can be electronically captured. The patient signature should be obtained. Click the Save PDF file button. The screen will refresh, showing the patient signature. To print, click the Adobe printer icon. A notation is added to the patient Notes section. To view, from the Patient Overview screen, click the word “Patient” and choose the Notes option from the drop-down box. From the Notes screen, the letter can be edited, deleted, or viewed.

Next Steps:

If you have taken these steps and are still having issues, please take screenshots of any error messages and send them to the Denticon Support Team via Help > Get Help > Submit a Ticket or reply to your existing ticket via Help > Get Help > your name > My Activities > click ticket title. Please see the following article for more information: How can I reach Denticon's Customer Care Team for Support?

Related articles