EXPLANATION

Using the Client Review List window significantly reduces the amount of time needed for a client to review and sign paperwork. The window presents all the documents that require the client’s signature. The documents can be reviewed and then using an electronic signature pad the client enters their signature once and that single electronic signature is then placed on all forms in the Client Review list.

Access: Client > Client Review List

SET UP

In order to use this feature the following must be true:

Flag:  EnableClientReview is set to “True”. This is a non-user maintained flag; therefore to update this flag open a case on the Remarkable Health Customer Portal. 

Form:  The form must have a signature type of “Client” assigned; the signature can be required or optional. 

WORKFLOW

1. Click the Reviewed Form button on the signature window for the form.
2. Dialogue window presents indicating the form has been marked and pending client confirmation.
3. Open the Client Review List window.
4. Highlight the client from the review list if there are multiple clients listed.
5. Click the Review button.
6. Each form will present with the question “Do you agree to the information provided below?” Click Yes or No for each form.
   
7. The client signature window presents when all forms have been reviewed.
8. Click the Sign button, client uses signature pad to enter signature.
9. Click OK.
10. The client's signature is then applied to all reviewed forms.