Agreements and Signatures

How do I add a practitioner's signature to an agreement?

It's not possible to add a practitioner's signature to an agreement.

How can I add two signatures to a form for a patient and provider to sign?

It's not possible to add multiple signature to forms, but it's on our roadmap.

How do I add a required therapist signature to the agreement?

This is on our roadmap, but we don't have a specific timeframe.

How do I add a signature box on an intake form?

Currently, signatures can only be added through an Agreement, not as a free-draw signature field directly in the form body.

How do I find the Add a Signature Field to the form?

The only way to add a Signature Field to a form is to attach an Agreement form that requires a Signature.

How do I print a Blank Agreement?

You are unable to print blank agreements

Where can I find the signature field?

Admins do not have access to the Practitioner signature field. A practitioner needs to log in and change it under their settings.

Can we have two signatures in one form, Patient and Practitioner?

Noterro does not allow two signatures on one form.

What is the difference between Agreements and Forms?

Agreements are like consent forms, where the Practitioner would like the Patient to read and/or sign, stating they understand. In contrast, Forms ask the Patient to fill out information.

Can I not generate an EDI file due to missing signature field?

Unselecting the signature field in the CMS-1500 form will remove this error message. Navigate to Clinic settings, Insurance and Form Field to locate signature fields.

Form. The app doesn’t allow them to submit or sign?

Forms may not be submitted if required answers are not completed or agreements are not checked off to indicate acknowledgment.

Can patients download completed forms and agreements in the portal?

Patients are unable to download forms or agreements in their Portal account. The Practitioner would need to email it to the Patient for their records.

How do I get two people to sign the same form?

Only one signature is possible on agreements. If you need multiple signatures, it's best to print the agreement.

How do I add a form and policies to sign for a new patient?

You can add an electronic signature field to agreements, allowing patients to sign documents online, including within the intake form.

How do I change the last name of the practitioner's signature?

To update the practitioner's last name and signature, please log in using the practitioner's credentials. Once logged in, then navigate to the signature setting and update the last name accordingly.

Does deleting an agreement remove it from a patient's profile?

If an agreement is in use, you are unable to delete it, but you can disable it. This keeps the agreement in the existing patient's profile, but is no longer in use for new Patients.

How do I add a signature and date to a form?

To collect a signature, add an agreement and attach it to the form. Once attached, the client will be able to sign it.

How do I attach the agreement form to the intake form?

You can attach Agreements to Forms by selecting the Agreement Widget, then toggling on the agreements you would like to be attached.

I don’t want to share my agreements with others?

Noterro does not have a feature that restricts agreements from others in the clinic.

Is there a way for me to add additional variables to the agreements?

Unfortunately, we can't add additional variables to the agreements.

Is there a way to mass-send the class intake forms to people who have signed up for the class?

No, currently there's no way to mass send intake forms to patients who have signed up for a class

Can a patient sign a form without filling in the required fields?

The form cannot be submitted unless the required fields are completed.

How do I add a signature?

To add a signature: Log in as a Practitioner. Click your Photo or Initials (top right). Select Profile. Under General Information, find the Signature Pad. Click Add or Edit Signature. Draw your signature and save. This signature will appear on invoices, clinical notes, and can be added to forms with agreements requiring signatures.

How to add signature to a consent form?

To add a signature to a consent form or any other form in Noterro, you can visit this article: Adding a Signature to a Form

Can I add DocuSign for clients to sign their health intake sheets?