Collecting the caregiver signature
Learn how to collect a caregiver signature from the appointment workflow, confirm the signature is attached to the right session, and avoid signing the wrong record.
Learning Objectives
- 1Open the signature workflow from the correct appointment
- 2Confirm the caregiver is signing for the right client, date, and session
- 3Capture the signature and save it to the appointment record
- 4Check that the signature status updates before moving on
Start From the Appointment
Open the appointment that needs the caregiver signature and confirm the client, provider, date, and scheduled time before collecting anything. Starting from the appointment keeps the signature connected to the right session and prevents signatures from being saved on the wrong record.
Tip
If the appointment details do not match the session, stop and ask the agency team to correct the schedule before collecting the signature.
Capture and Save the Signature
Use the signature option in the appointment workflow to open the caregiver signature screen. Hand the device to the caregiver or allow them to sign according to your agency's process, then save the signature once it is complete. Make sure the signature is legible enough for review and that it belongs to the caregiver present for the session.
Confirm the Signature Status
After saving, return to the appointment or signature area and confirm that the signature now shows as completed. If the status does not update, refresh the appointment details or try saving again before closing the workflow. Do not assume the signature was captured until the appointment record reflects it.
Key Takeaways
- 1Collect caregiver signatures from the appointment that belongs to the session
- 2Confirm the client, date, time, and caregiver before saving the signature
- 3A saved signature should update the appointment signature status
- 4Escalate mismatched appointment details before collecting the signature