There are two ways to sign an object from the Digital Signing screen:

1.) The first way is to double-click the object that you want to sign from the grid. Depending on how the signature details are configured for that signee in the Digital Signature Setup Details screen; a NumPad, Password Validation, or Signature Capture box will appear.

• For Pre-Captured (PIN Validation), enter in the pre-captured PIN number using the on-screen NumPad or the computers keyboard. Then press the 'enter' key or click Submit on the on-screen NumPad pop-up box.

• For Password Validation or Pre-Captured (Password Validation), enter in your Methasoft user password. Then click ok.

• For Real-time Signature Capture, the Signature Capture box will pop-up. Using a connected Topaz electronic signature pad, capture the patient or users signature. Then click on the Accept button.

a.) Enter the required credentials.

b.) A confirmation box will appear verifying that the object was successfully signed. Click ok.

2.) The second way to sign an object, is by using the 'Batch Digital Signing' feature. Batch digital signing is a security driven feature that is typically reserved for doctors. This feature is incredibly useful when needing to review and sign a large number of objects at once. Click on the sign button. This will open the 'Batch Digital Signing Detail' application window.

a.) From this window, users can review each specific object in detail, and select a signing option for each object in the batch.

How to read this screen:

• The patient's name associated with the object, will appear in the top left of the window, in the title bar.

• Next to the patients name, is the 'Item # of #' count. This shows what item number is being reviewed, out of the total number of objects in the batch.

• The details of the object display in the main portion of the window.

• The bottom section of the screen contains 'Signing Options' radio buttons, command buttons, and a comment textbox.

Signing Options

Sign = This is the default selected option. This option indicates that the object has been reviewed and the users signature will be attached to this object when the batch is finished.

Refuse = Selecting this option indicates that the object will be refused and no signature will be attached. This option is chosen when there is an issue with the details of the object that need to be corrected before signing. Refused objects require a comment to be entered in the comment box, detailing why the object is being refusing. Once the object has been refused, the comment icon will appear where other users can see the comment and make needed corrections. The object will return back to the first signee's digital signing queue for changes to be made.

Cancel All = Cancel is a feature that is rarely used and needs to be treated with caution. When an object is cancelled, it removes the document from digital signing all together. The document still exists in the system, but the object will be removed permanently from digital signing. The ability to use this option requires a combination of security privileges. *See Related Security Options below.

Ignore = Selecting the ignore option means the object is being skipping over in the current batch. It will remain in the digital signing queue to be signed at a later time.

b.) To sign the object, select the 'Sign' radio button option.

c.) Click Next to move to the next object in the batch.

d.) Assign a 'signing option' to each object in the batch.

e.) At any point in the batch, or after all objects have been reviewed and a signing option assigned, click finish.

f.) This will only apply the selected signing actions. Remaining objects in the batch will be ignored and remain in the digital signing queue.

g.) The Pre-Captured (PIN Validation) NumPad will pop-up. Enter in the pre-captured PIN number using the on-screen NumPad or the computers keyboard.

h.) Press the 'enter' key on the keyboard, or click Submit on the on-screen NumPad pop-up box to complete the signing process for the batch.

1.) The ability to Un-Sign a digitally signed object is a security driven privilege. *See Related Security Options below.

2.) (Optional) Make specific search criteria selections to best isolate the grid results to display the specific object needing to be un-signed.

3.) Check the box to the left of 'Include Signed'.

4.) Click the refresh button.

5.) Locate and select the object from the 'Objects Needing Signing' grid.

6.) Click on the Un-Sign button.

7.) A 'Void Signature' dialog box will pop-up.

8.) Click YES if you are sure you want to void all signatures associated with this object. This will return the object to the original signee's digital signing queue.

To Add a Comment:

1.) Select the object from the grid.

2.) Click the Add Comment button.

3.) In the 'Enter Signature Comment' pop-up box, enter the comment.

4.) Click ok. This closes the pop-up box and attaches the comment icon to the object in the 'Cmt' column.

To View a Comment:

*Digital signing comments can only be viewed from the Digital Signing screen using the below steps.

1.) Select the object from the grid that has the comment icon in the 'Cmt' column.

2.) Click the View Cmt button or double-click the comment icon in the 'Cmt' column. This opens the 'View Signing Comments' dialog box.

3.) Review the comment and click close to close the box.

1.) The ability to cancel an object from digital signing requires a combination of security privileges. *See Related Security Options below.

• Canceled objects will appear when the 'Include Cancelled' option is applied to the search criteria.
• Once the object is cancelled, it cannot be uncanceled.
• Canceled objects that have been partially signed will retain those signatures.

2.) (Optional) Make specific search criteria selections to best isolate the grid results to display the specific object needing to be cancelled.

3.) Click the refresh button.

4.) Locate and select the object from the 'Objects Needing Signing' grid.

5.) Click on the sign button. This opens the 'Digital Signing' detail application window.

6.) Select the 'Cancel All' signing option radio button.

7.) (Required) Enter a detailed reason for the cancellation into the 'Comment' textbox. Cancellation comments show in the 'Cancel Reason' column on the 'Object Needing Signing' grid.

8.) Click Finish. This will close the application window, attach the comment to the object, and mark the selected object as cancelled.