Overview
PIMSY simplifies the process of applying digital signatures by supporting signature pads, touchscreens, and mouse drawing. For signature pads, PIMSY specifically supports the Topaz model #T-S460-HSB-R. This feature streamlines document management and helps make your workflow more efficient.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please ensure you have the appropriate profile assigned for for managing documents and forms
Step-by-Step Instructions
Step 1: Examples of Where Client Signatures are Captured
Forms (Client Portal)
In the Portal, client signatures can be captured when completing forms if it has a signature question. Simply click the Add Signature button on the question and sign with the device.
Receipts (Desktop)
After completing a payment, click the Receipt Lite button on the Take Payment screen to open the receipt. In the Report Viewer (receipt), click the Sign button at the top to begin the signing process.
From the signature window, click Start and have the user sign their name on the device. When finished, click Done and then Save. If you make a mistake, click Clear to re-sign.
Treatment Plans (Client Portal)
Just like in Desktop and the Portal, client signatures can also be captured in the Client Portal.
For example, when viewing a Treatment Plan document that requires a signature, open the document from the Documents screen and click inside the Signature box.
From the signature popup there are three tabs: Draw, Type, and Upload.
The Draw option allows the client to manually write their name in the signature box via the device.
The Type option lets the client enter their name and choose a font style for how it will appear.
And finally, the Upload option allows the client to upload their own pre-written signature directly into PIMSY.