eSignature Configuration

E-signature within Welkin can be leveraged in multiple ways by allowing providers to sign off on clinical notes or other assessments, and for patients and Contactable Profiles to sign consent forms. 

Setting up Provider’s E-signature in the Forms section of Designer is a simple process:

• Click “Create Draft” on the Change Summary page of Designer
• Select if the created draft will be “From Current Version” or “From File”
• Click Submit
• Go to “Forms” in the left side menu
• Click the Form the patient will need to sign
• Access the Form a provider needs to sign
• Click on the ‘Signature’ tab in the Form
• Select either “Care Team Member and Supervisor Signature” or “Care Team Member Signature” from the Document Type dropdown menu
• Add the ‘Supervisor Signature’ and/or Care Team Member Signature to the Variables
• Add the appropriate variables from the “User Signature Variables” on the Template tab to the Assessment Template Document
• Upload the Template and save the changes 

Configuring Patients’ Consent E-signature is similarly an easy process:

• Click “Create Draft” on the Change Summary page of Designer
• Select if the created draft will be “From Current Version” or “From File”
• Click Submit
• Go to “Forms” in the left side menu
• Click the Form the patient will need to sign
• Click on the + Consent button in the “Content” section of the Form
• Add the “Label”. This is the wording that will appear on the Form in the area where the “Patient Signature Variable” will show. Examples are “Signature:” or “Please sign here:”
• Click on the {X} variable button under the “Label” section
• Copy the “Patient Signature Variables”
• Add the variables to the Assessment PDF Template
• Upload the Template
• Check the “Required” box if the signature will be required in order for the Form to be completed
• Save the changes

More Questions?

If you have any questions, please email the Customer Support Management team at CSM@welkinhealth.com or contact your Implementation/CSM directly.