Edge Signature

Edge Signature provides a way for your mail merge documents to be digitally signed or initialed by one or more parties, including the patient, responsible party, orthodontist, professional, operator, and assistant. Once signed, a copy is retained in the appropriate correspondence history for a permanent record.

Add Edge Signature variables to your mail merge documents wherever you need a patient, responsible party, orthodontist, professional, operator, or assistant to digitally initial or sign the document.

1. Open the Mail Merge Documents Editor

   Select Editors from the Tools section of the Home ribbon bar. Then, from the General section, open the Mail Merge Documents editor. (You can also use the Search field to look for the editor you want to work with.)

   

2. Create or Edit a Document

   Open your Mail Merge Documents editor, then choose an existing document and click Open, or click New to create a new document. You can create documents with either Microsoft Word or with HTML. Existing documents created in Word are preceded by the  Word icon. HTML documents are indicated with your primary browser icon (i.e.  ).

   

3. Open the Variable Menu

   If you're working in your word processor, open the Add-Ins menu (if needed). Choose the Select Fields option to open a window of variable categories, most of which have subcategories. If you're working in the HTML Editor, click the Insert Merge Fields icon on the toolbar to open the window.

   

4. Insert eSign Placeholders

   Choose the eSign - Initials or eSign - Signature variable that corresponds to the person that needs to initial or sign the document, and click Insert. Then type a description of the intended signer, such as "Patient", "Parent or Guardian", or "Doctor". Click Ok to insert the placeholder into the document. Once the signature placeholder is inserted, you may need to drag it to the appropriate location in the document. You may repeat the process to insert as many initials and signatures as needed.

   

5. Save & Exit

   Click the X in the upper right corner of the document window. As you exit, you have the opportunity to save the document. When you return to the Mail Merge Documents editor, you will see a Signature icon beside the document name.

   

Use theEdge Signature Settings editor to assign workflows that you want to activate when a specificEdge Signature document has been signed.  See "Edge Signature Settings Editor" for details.

Mail merge documents that support digital initials and / or signatures include an  Edge Signature icon beside the name. When you merge one of these documents, you will be prompted to specify who should sign and / or initial the document. The document is then added to the list of Edge Signature documents waiting to be digitally signed.

1. Select an Edge Signature Document and Recipient

   Open Mail Merge from the Reporting section of the Home ribbon bar and select an  Edge Signature document. Then choose the recipient, and select either the Sign or View merge action. Then choose Merge to merge the document immediately, or Queue to add it to your queue.

   Single Merge Only - You can merge only one Edge Signature document at a time: You cannot merge an Edge Signature document for a subgroup.

   Either Sign or View Merge Action Required - Be sure to enable either the Sign or View merge action before selecting to Merge or Queue the document: If you select any other merge action, you will not be able to digitally sign the document. (The Sign merge action is available only if you have chosen an Edge Signature document.)

   

2. Specify Signature Details

   If you chose the Sign action, and merge the document immediately, you will be prompted to the signature details. If you chose the View action, you will need to select Add Ins then Edge Signature to activate the signing feature. (See "View Mail Merge Documents" for detailsabout signing after viewing.) If you add the document to your Merge Queue, you will be prompted for these details when you complete the document processing.

   

   Expiration Settings - (Optional.) Enable the Has Expiration option, then enter the date the document will expire. If the document has not been digitally signed by that date, it will be removed from the list of pending Edge Signature documents. This feature is especially useful for time-sensitive materials, such as consultation forms and truth in lending agreements If you do not enter an expiration date, an unsigned document can remain in the Edge Signature queue indefinitely, or until you manually delete it.

   Signer Settings - Use the Signer Settings section of the window to identify the people that need to sign and / or initial the document. You can also choose to "skip" a signature that is not required for this instance.
   
   The left side of the window lists all of the Edge Signature initials and signatures required by the document. The descriptions are the prompts you typed as you inserted Edge Signature variables into your mail merge document. The Is Initials option indicates whether the variable you inserted was for initials only.
   
   The list at the right of the window includes all the people associated with the patient folder that fit the type of initials/ signature you have selected at the left. For example, if your document calls for responsible party initials, all the responsible parties associated with the patient appear in the list, and the Is Initials option will be enabled. You can click to select the person who should provide the signature / initials, or select Signature Not Needed to "skip" this signature / initial location. This might happen, for example, if you have inserted an eSign - Signature variable for "mom", and another eSign - Signature variable for "dad", and the patient has only one parent.

   Save Signer Settings - After you have selected or skipped the signer for each signature / initials location in the document, click Save (or, click Cancel to start over). Once saved, the document is added to list of Edge Signature documents in progress. If you have assigned an email template to the document, the message is immediately sent to the patient, responsible party, or other appropriate party, prompting them to read and sign the document.

If an email template has been applied to the document, an invitation to read and sign the document is automatically sent to the patient, parent, or other appropriate email address. The unsigned document is added to the correspondence history immediately, and updated to the signed version when that process is completed.

Use the Edge Signature Service to view and sign documents in progress, as well as view completed documents.

Open the Edge Signature Service

Log In

Sign a Document

Use Multi-Sign

Review Completed Documents

Use the Edge Signature widget to digitally sign documents, send email invitations for signatures, and review complete and deleted Edge Signature documents. See "Edge Signature Widget" for details.