Staff can now sign customer documents.

This helps meet medical regulatory requirements where delegation of medical acts must be documented & signed by the delegating physician.

To meet varying compliance and workflow needs, Momence supports multiple signature types: typed, drawn, both, or either.

Enabled in Settings > Customer Notes, you can choose which signature types to require, and whether to require just one, either, or both.

As an Admin, if you're 'settings' button shown above is greyed out and un-clickable, navigate to Settings > Roles > edit the admin role > scroll to Settings and click the dropdown > scroll to the bottom and make sure this setting pictured below is checked.

After saving, head back to Settings > Customer Notes > choose your settings and apply the changes.

To view or edit customer notes, your staff will need the following permission: Customers: Customer Notes: View and Manage.

To sign a SOAP note, the staff must have the permission Customer notes: Sign All SOAP notes permission assigned.

To lock the note after signing, the user needs the Customer notes: Manage All SOAP notes permission.

From a customer's profile, click the 'Notes' tab. Unsigned notes will show red circles.

To sign a note, click the note to view the detail and click 'Sign note.'

Click 'Sign' and enter the required signature(s). Or, click Sign & lock.

If, in your settings, you've chosen 'either' typed or real signatures, you'll see options for each format like you see above.

The blue filters button has a special checkbox for this.

Once the SOAP note is signed, the signature info can be found in customer note detail modal.

You can associate an intake form with any appointment service. When a customer books this service, they will receive an email with a link to fill out the intake form. That intake form can now require a signature to submit it.

You can edit the contents of the email in your transactional templates, available in the settings menu.

To require signatures to your intake forms, click Customers > Intake forms > edit or create a form.

Then choose:

• which parties will need to sign intake form

• which type of signature each party will need to use

Staff members must have a role assigned to them with the permission Intake forms: Sign intake forms assigned.

To sign a submission, first open the submission detail. This can be accessed either from the intake form detail page or from the customer’s profile under the Intake Forms section.

Once on the submission detail:

Once the intake form submission is signed, the signature is displayed directly in the submission detail view.

In addition to the submission detail view, staff signature info can also be found in:

Submissions requiring a signature are marked with a red badge. Hosts can also easily locate unsigned submissions using filters.