Professional Counter-Sign for Completed Surveys
Step 2: Click on the survey you've created, and then go to Advanced Options. This section will provide you with additional choices and settings to customize your survey.
Survey Name - This feature allows you to edit the survey name.
Active - Checking this box signifies that the survey is still active and can still be used.
Available on Client Portal - Checking this box means that the clients can access and fill up the survey in the Client Portal.
Hide Scores - This feature lets you conceal the scores associated with the surveys for added discretion.
Requires Signature - Enabling this feature will allow you to auto-sign the survey.
Total Field - This feature lets you choose the specific field for the computation total.
Step 3: Check the box provided for the 'Requires Signature' the click Save Changes.
Step 4: After enabling the 'Requires Signature', the client can now answer the survey in the Client Page under the Survey tab. Once they've answered, the survey will appear in the Surveys to Review tab under the To-Do menu.
Step 5: For survey review, click Sign off located
on the left side of the survey to be reviewed. A pop-up box will show
the survey details then input your signature in the box below and
confirm the review by clicking Mark as Reviewed.
Step 6: Once you've marked the survey as reviewed, proceed to the Client Page and select the Survey tab. There, you can download it in PDF format by clicking the PDF button.
This is what it will look like once you download it:
Signature will be located at the bottom portion of the PDF file.
Related Articles
Surveys to Review within To-Do List
Step 1: Navigate to the To-Do List page by selecting the To-Do tab from the main screen. Then, select Surveys to Review. Step 2: Use the filters to search for the appropriate surveys. Step 3: Select review/sign to review and sign the survey. To ...Viewing Completed Surveys
You can view all completed surveys for an individual client at any time within their client profile --OR-- you can use the Surveys to Review tool within the To-Do List to view all recently completed surveys. Please note: these surveys will be removed ...Cloning Forms/Surveys
Step 1: Navigate to Account Settings, then go to Surveys & Packets. Step 2: Select Clone on the survey you want to duplicate. This will allow you to make minor adjustments without altering the existing live form or survey. Step 3: Rename the Survey ...Designing Custom Surveys
STEP 1: Navigate to the SURVEYS & PACKETS tab within the Account Settings section. STEP 2: Customize the pre-made consent form/intake questionnaire templates to reflect your practice’s details and needs by clicking on the Survey name. NOTE: If you ...Enabling Auto-Sign for Session Notes
Step 1: Navigate to Account Settings. Step 2: Go to Staff & Users tab and click on the professional's name. Step 3: You'll be directed to the Practice Settings, where you can fin the signature section at the bottom. Step 4: Add your signature by ...