Each form type in ChartNet that will be signed electronically will need to be modified. Three sections in each form need to be edited, as described below.
Step 1: Flag the Forms for E-Signing
Using the File Manager, select the form to be e-signed and go to the "E-Sign" page.
Example Forms E-Sign screen
This form will be signed electronicall by provider - Check this box to have this form available for e-signing.
Ask transcriptionist before adding report to electronic signature file - If checked, transcriptionist will be prompted to enter YES or NO. If YES is entered, then the report will be placed in the provider's queue for signing. This option is only used for situations like Pathology where reports are done in two steps (gross, then micro) and you don't want the report to be available for e-signing until the micro part is done. Normally not checked.
Auto-distribute report after electronic signature by provider - Check this box to have the report distributed automatically when a report is signed. If not checked, then the provider will see the "Distribution Screen" when signing a report. Normally checked.
Before report signed, distribute using Pre-Signature distribution - If checked, then the report will be distributed according to the "Pre-sign" distribution list after the report is typed, before it is signed. Normally checked.
After report signed, distribute using Post-Signature distribution - If checked, then the report will be distributed according to the "Post-sign" distribution list after the report is signed. Normally checked.
If dictating physician is different than the attending physician, who should sign - Choices are DICTATING, ATTENDING, or BOTH. Default is DICTATING.
Step 2: Add the "Pre-sign" and "Post-sign" distribution devices to the form's Distribution screen
Example Forms Distribution screen
Click on the Insert button to add a new blank line to the Current Distribution List
If the report needs to be distributed a specific way after it is typed and before it is signed, then select "PRE-SIGN" for the Type, then select the appropriate Device Code.
If the report needs to be distributed a specific way after it is signed, then select "POST-SIGN" for the Type, then select the appropriate Device Code.
Repeat the above steps to add the required number of PRE and POST distribution devices.
Step 3: Add the Electronic Signature Status line to the form's Footer
Make sure that "[x.signatures:s1)" appears in the report footer. This will automatically handle the insertion of the proper number of signature lines, provider names, and the e-sign status text phrases.
Once the report is typed, for unsigned reports the phrase "Preliminary report (not signed by provider)" will appear. After signing, the phrase "Electronically signed by [provider name] on [mm/dd/yyyy]" will appear.