Documents

How to Set Signable Documents to Admin-Only View

This guide explains how to configure document templates so that they can only be viewed and signed by agency administrators

In certain situations, it is necessary for documents to be signed by an agency manager rather than the user. Common examples of such documents include Patient Implementation Plans, Patient Assessments, and Employee Reviews.

 

To create a document template that is exclusively for administrative signatures, navigate to the advanced settings during the document template creation process. Expand the settings and select the option labeled "Admin Only Document."

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For detailed instructions on how to create a document template, please refer to this article.

Additionally, to learn how to enable agency administrators to sign documents on user profiles, consult this article.