Configure Provider Signatures for Patient and Account Forms

You can upload provider signatures, set permissions for who is allowed to generate them, and include them on patient forms in the Forms Configuration tool in PCC EHR.

Video: Watch Configure Form Letterhead and Signatures to learn more.

Your practice will need to be live with the Forms Configuration tool to take advantage of this functionality. Learn how to enable the Forms Configuration tool in Switch to the Forms Configuration tool in PCC EHR.

Prepare a Provider Signature

Your practice can upload electronic signatures for each of the providers at your practice. Once the signature image is uploaded, you can set permissions for which staff members are allowed to generate the signature. When the signature image is not allowed to generate, the signature area remains blank, so that the provider can sign the form by hand.

The provider should sign unlined white paper with black ink. Scan the image at a high resolution and save it on your computer. If you have the option, make the signature image a transparent PNG.

You can use a signing pad or computer application and save the image to your computer. Use black lines on a white background for the greatest contrast. Crop the image closely. If you have the option, make the signature image a transparent PNG.

Add a Signature Image

Once you have prepared a provider signature, open the Signatures tab in the Forms Configuration tool and upload your signature.

Open the Signatures Tab

Open the Forms Configuration tool from the Configuration menu in PCC EHR. Then click on the Signatures tab.

Select a Provider

Select a provider from the Providers table.

Open the File Viewer

Click the “Upload” button in the Signature Image pane to open the file viewer.

Select your Image

Select the scan file from your computer and click “Open”.

The signature appears in the Signature Image pane as it will display on patient forms, and a green check mark appears beside the Provider’s name in the Providers table.

Optionally Replace or Delete the Uploaded Image

You can replace the image or delete it if you need to make changes.

Migrate Existing Signatures: If your practice already has signatures on forms but you haven’t started using the new forms tool, rest assured that those signatures will link to the correct provider once you migrate to the new tool and be ready to use immediately.

Set Signature Generation Permissions

You can control which users are allowed to generate a given signature on patient forms. By default, all provider signatures are set to “Unrestricted”, meaning any user at your practice can generate them on forms.

Select a provider from the list, then click the “Edit” button in the Generation Permissions pane.

Use the drop-down menu to adjust the Permission Type.

There are three permission types:

• Unrestricted: Any user can generate the signature on patient forms.

• Allow list: Only selected users can generate the signature.

• Block list: Selected users cannot generate the signature.

The type you select determines who can generate the provider’s signature on forms.

Create a List of Allowed Users

To create a list of users who are authorized to generate a signature, choose “Allow List” from the Permission Type drop-down, then select the users who may generate the provider’s signature on patient forms.

Create a List of Blocked Users

To create a list of users who are not authorized to generate a signature, choose “Block List” from the Permission Type drop-down, then select the users who are not permitted to generate the provider’s signature on patient forms.

Once you have finished updating the permissions, click the “Save” button to return to the Signature Image Configuration overview.

Switching Permission Types: Switching between permission types clears out all user selections.

Set Permissions for Signatures Tab Access

Users need explicit permission to access the Forms Configuration tool in PCC EHR and the Signatures tab within it. You can add the Forms Configuration and Signature Image Configuration permissions to user roles in the User Administration tool in PCC EHR.

Users with the Forms Configuration permission can access the Forms Configuration tool and all of its functions except form deletion and signature configuration. Users with the Signature Image Configuration permission can see and access the Signatures tab and all of its functions.