Automated Signature Workflow Guide for Multi Signatures and Supervisors

Step 1: Open Settings

Go to Settings in your dashboard.

Step 2: Find Signature Automation

Under AI and automation, locate and select Signature Automation.

Step 3: Enable Signature Automation

Switch the Signature Automation toggle to ON.

Step 4: Add a New Rule

Click Add New Rule to create your signature workflow.

Step 5: Choose the Note Template

Search for and select the specific note template, like SOAP note, you want to automate.

Step 6: Add the First Signer

Designate your first signer (for example, the clinician) for the selected note.

Step 7: Add the Second Signer

Once the first signer completes their part, select the next signer (such as the supervisor) to review and sign.

Step 8: Add Additional Signers if Needed

Assign more signers in order—each signer gets notified only after the previous person completes their review.

Step 9: Automated Task Assignment

With each step, the system automatically creates the signing task for the assigned team member.

Add More Notes & Signers

Repeat the process to add more note templates and assign additional signers as needed for your workflow.

Step 2: Save Your Settings

Click Save to activate all workflow rules.

With the automated signature workflow, it’s easy to coordinate signatures and keep notes moving between supervisees and supervisors. Save time, reduce manual follow-up, and keep everything organized in your workflow.