1.) From the Digital Signature Setup screen click on the New button.

2.) Select the desired object type and corresponding object subtype.

3.) Choose from the sequence type drop-down: Serial (Workflow) or Parallel. Definitions are above

4.) Set the desired episode from and to dates. In most cases, it is recommended to leave the ‘To:’ date open.

5.) Click the Save button.

1.) Select the newly created digital signature object from the grid and click the Details button.

2.) In the Object Details dialog window, click the New button.

3.) Enter a description for the signee type.

4.) Select a Signee Type. These options are system hardcoded and cannot be added to:

• Counselor– This option refers to the patients’ assigned counselor found on the Patient Profile screen. Choosing this option will place the object to be signed, into that counselors’ digital signing queue.

• Entered By– Choosing this option will require the user who created the item to sign it.

• Job Role– This selection will activate the Job Role drop-down menu. From this menu, you can choose a specific job role. Any user that is assigned to that job role will be able to sign the signature object.

• Patient– This option requires that the patient associated with the item, signs the object. Typically used for Treatment Plans.

• Specific User– This selection will activate the Specific User drop-down menu. This allows you to pick a specific Methasoft user as a signee. Important note: See the section below under Considerations > Signee Type: Specific User before choosing this option.

5.) Choose the signature sequence for the signee. If the signature object is set to the Parallel sequence type, then this selection is not needed.

6.) Set the signature type. These options are system hardcoded and cannot be added to:

• Password Validation (User Only) – Requires the signee to user their Methasoft password to digitally sign the object.

• PIN Validation (user or Patient) – Requires the signee enter in a PIN to sign the item.

• Pre-Captured (Password Validation) – This option requires that the user has pre-captured their signature using the Signature feature found on the Employee Profile screen. Choosing this selection will allow the signee to sign the object using their Methasoft password and will then attach their signature to the item.

• Pre-Captured (PIN Validation) - Like the option above, the user has to have a signature assigned to their employee profile. The signee can then attach their signature to the object by using their assigned PIN. PIN numbers are created on the Employee Profile screen.

• Real-time Signature Capture – Choosing this selection allows for the signee to sign the object using a Topaz signature pad. This option activates the Signature Pad Type drop-down menu. You must choose a signature pad type.

7.) Determine how many days the signee has to sign the object. This option is up to the clinic administration as to how many days the signee has to sign.

8.) Click the Save button.

9.) Repeat steps 1-8 above to add other signees to the digital signature object.

1.) Select the signature object from the grid.

2.) Click on the Edit button.

3.) Make the desired changes to the object. Important note: Editing dates on existing digital signing rules may void signatures attached to that item. You will be presented with a dialog window warning you that signatures will be voided when making a change. It is recommended that you reach out to an administrator or technical support before making date changes.*

4.) Click the Save button.

5.) To make edits to the signature object details, select the signature object in the grid.

6.) Click the Details button.

7.) Make the desired changes to the signees.

8.) Click the Save button. Click the Close button to return to the main digital signature setup screen.

1.) Select the signature object from the grid.

2.) Click on the Edit button.

3.) Set the To: date to the current date or a desired date to end the digital signing rule.

4.) Uncheck the Active checkbox.

5.) Click the Save button.

1.) Select a digital signature object from the grid that you want to copy the settings from.

2.) Click the Clone button.

3.) This will open the Clone Object dialog window.

4.) In the Object Type drop-down menu, choose the new object type you want to create.

5.) Choose the corresponding object subtype form the drop-down.

6.) Set the Episode From: and To: dates. In most cases, it is recommended to leave the ‘To:’ date open.

7.) Click the Save button.

8.) You will now see the new digital signature object in the grid. The object will have all the same signature details as the object it was copied from.

1.) Digital signature object details can be managed on a per-object basis using the 'Signature Manager' feature.

a.) On the signature objects specific screen is a 'Signed' column. This column displays icons showing the signature status of the object. Double-clicking these icons will open the Signature Manager application window.

Icon Descriptions:

This icon indicates that the object is not configured to be signed in Digital Signature Setup.

This icon indicates that the object requires a single signee to sign and it has not been signed yet.

This icon indicates that the object requires a single signee to sign and has been signed.

This icon indicates that the object requires multiple signees to sign where none of the signees have signed.

This icon indicates that the object requires multiple signees to sign and at least one of the signees have signed.

This icon indicates that the object requires multiple signees and all signees have signed.

This icon indicates that all signatures have been cancelled.

b.) On the Treatment Plan screen, the Signature Manager button appears in the top right of the screen. Clicking this button will open the Signature Manager application window.

2.) From the Signature Manager application window additional signees can be added to the object, and signee properties can be edited. Signatures can also be cancelled and voided from this window.

a.) To add a new signee to the specific signature object. Click the New button and follow the same property selections as explained above in the 'How to Setup Object Details' procedure.

b.) To edit a signee type, select the signee item from the grid. Click the Edit button and follow the steps explained above in the 'How to Edit a Digital Signature Object' procedure.

c.) To change the signee order, select the signee item from the grid. Using the 'sequence' up/down buttons to the right, move the item up or down the list of signees.

d.) To cancel the signee from having to sign the object. Select the specific signee from the list. Click on the button. A 'Cancel Signing' dialog box will pop-up requiring a comment to be entered for the cancellation. Enter the comment and click save to close the dialog box.

e.) To void all signatures attached to the object, click on the button. A 'Confirm Void' dialog box will pop-up. If you are sure you want to void all signatures for this object and require all signees to resign the item again, click Yes.

3.) Click the Save and Close button to apply any additions, edits, and/or changes to the objects signee details.