With eSign, you can collect the required signatures for your forms from your patients online. To enable your patients to sign the form electronically, a signature field must be inserted into your form.

To add a signature field to your form:

1. Navigate to the Patient Forms module.

2. In the top navigation menu, click on Form Builder.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.
   

3. Create a new form or edit an existing form.

4. Select the Signature option on the toolbar to insert the field below the current selection which will be highlighted in orange.

5. A pop up will appear asking you to acknowledge you cannot hide questions or sections on forms which require a signature, select Yes.
   

Multi-Sign- multiple individuals can sign a form. Useful if you require a witness or doctor signature on form. After the form has been submitted by the patient and is visible in Patient Forms under Submitted, the option to send for 2nd signature or Self-Sign will appear on the Patient Form review page.

To enable multi-sign for your form:

6. Navigate to the Patient Forms module.

7. In the top navigation menu, click on Form Builder.  If you don’t see this option in the menu, click the three dots to view the rest of the menu options.
   

8. Create a new form or edit an existing form.

9. Click the toggle switch to turn the Multi Sign? on or off.
   

1. If the switch is gray with the button to the left, it is off.

2. If the switch is orange with the button to the right, it is on.

10. Insert signature

1. Default will be “First Signer” which is the patient. 

2. If you need to change this to Second Signer (witness, guardian etc), change the drop down from First Signer to Second Signer and then update Text to display. If you change drop down, this will remove custom text.
   

3. ​Self-Sign allows for anyone authorized in the practice to digitally sign the form.