Is there a way to preview what a signature set will look like before beginning to use it?
What happens when you inactivate a signature set? Can it ever be re-activated if needed?
Yes. To do so, complete the following steps from the AWARDS Home screen, noting that the process varies slightly from the typical data entry process:
The process of changing a signing window is now complete. The signing window change is immediately effective for any new instances of progress notes using this signature line moving forward, as well as any saved progress notes using this signature line that have not yet been signed.
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Is there a way to preview what a signature set will look like before beginning to use it?
Yes! From the Electronic Signature Sets index page, click the checkbox to the left of the set to be previewed, and then click the Full Signature Set Preview icon from the action bar above the records table.
NOTE: This option is only available for the Progress Notes component of E-Signatures Configurations, not for the Monthly Checklist.
A secondary window is opened, displaying the selected set so that you can see how it will look on progress notes.
TIP: To save time and clicks, leave the secondary preview window open and refresh it after making a configuration change to see the latest version of the signature set you are working with.
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What happens when you inactivate a signature set? Can it ever be re-activated if needed?
By default all signature sets are "Active," meaning that they are in use for the selected program type and/or note type. If a signature set is no longer in use and should not be available on progress notes moving forward, the Status for that set should be changed to "Inactive."
Inactivated signature sets are kept as a part of any notes that were saved while the set was active. If you choose to create a new signature set, that set is applied to all new notes using this signature configuration moving forward.
WARNING! Once inactivated, signature sets cannot be re-activated.
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If the ReportBuilder settings you have chosen to use should have resulted in the inclusion of a specific existing signature set but you are not seeing that set in the report results, it is typically because no settings - order level(s) or signature line(s) - have yet been added to that set. Once the signature set itself is created, order level and signature line settings are accessed by clicking Signatures from the left-hand menu while viewing the signature set record.
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