February 2020 - Changing Progress Note E-Signing Windows







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How to Change Progress Notes Signing Windows in the E-Signatures Configurations Feature 

If your agency has transitioned its progress note e-signatures setup to the Builders & Tools module's E-Signatures Configurations feature, the note signing window for a given signature set can be edited there as needed until a note has been written using that set. After that time, the process for changing the signing window varies slightly.  Specifically, to change a signing window for a signature set after a progress note has been written using that set, here’s what to do:

    1. Navigate to Administration > Builders & Tools > E-Signatures Configurations > Progress Notes.
    2. Select the note type and signature set containing the signature line with the signing window to be changed. 
    3. In the Signatures portion of the page, click the checkbox to the left of the signature line and click View, NOT Edit as you typically would when opening a signature for data entry.

    1. From the signature's read-only page that is then displayed, click Edit.

The signature line form is opened in data entry mode, with only the signing window available for editing.

    1. Make the changes to the value in the Signing Window (Days) field as needed, and then click Save.

Changes made to the signing window are effective immediately 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 electronically signed.

  NOTE: For complete step-by-step instructions on how to change the signing window for progress notes configured using E-Signatures Configurations, click here.

  https://demodb.footholdtechnology.com/help/?12324