Signing Documents

Topic Progress:

To provide an additional level of security to your documents, you can sign them. Use the signature option for documents that require a signature, such as privacy forms, health histories, letters, and so forth. Also, use it to lock down the document and prevent deletion or further editing. You can apply signatures to a document for patients, providers, and staff members.

Watch this video to learn how to sign documents. (Duration 0:44)

Additional Tips

  • You can electromically sign a document using a signature device (an ePad) or your computer’s mouse.
  • Once you sign a document, you cannot edit it. However, you can still attach the document to other sources — but the reference date, document type, description, and note cannot be changed.
  • To learn more about signing documents, read Signing Documents in Dentrix Help.

Check Your Knowledge

If you have access to Dentrix, check your knowledge with this exercise.

  1. Switch to the Dentrix demo database.
    (Skip this step if you are using the Dentrix Learning Edition software.)
  2. In the Document Center, select a document that you want to sign.
  3. Sign the document.

 

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