Using the OrthoTrac Word Processing Module > Using the Electronic Signature Feature

Capturing Patient or Responsible Party Signatures and Initials

To capture an electronic signature or initials:

1. Post the letter requiring a signature or initials to the patient as you typically would. See Posting Letters for more information. Click Print. The Print Options window is displayed.

2. Select Preview Letter and click OK. The document is displayed with electronic flags indicating Sign Here or Initial Here, depending on the type of letter.

3. Click Signatures Needed. The Please Sign window is displayed.

4. Ask the patient to write his initials or signature on the electronic signature pad.

5. If your signature pad has an LCD screen, ask the patient to tap OK on the LCD screen. Otherwise, click OK on the Please Sign window.

6. If the document contains multiple electronic flags indicating Sign Here or Initial Here, repeat the steps above for each flag.

7. Click Print.

8. Click Close.

Related Topics

Using the Electronic Signature Feature

Setting Up the Electronic Signature Feature

Inserting a Patient or Responsible Party Signature Merge Field in a Letter

Capturing Staff Signatures

Inserting a Staff Signature Merge Field in a Letter

Uninstalling the Electronic Signature Feature