Capture Patient Signature

When the Capture Patient Signature function is activated, Caregivers are prompted to provide a Patient signature when Clocking In and/or Out of a visit. Even if required, Patient signatures do not serve as a valid EVV compliance measure. Visits that require a Patient Signature are not sent to the Call Maintenance Exception page (when not provided). The system cannot determine whether the signature is authentic.

It is up to the Agency to configure these settings, based on a Contract Level via the Scheduling/Confirmation tab in the Contract Setup page under Admin > Contract Setup > Search Contract > Scheduling/Confirmation and with the Reference Table Management function under Admin > Reference Table Management.

Changes can be applied to both Internal and Linked (Payer) Contracts. Under the Visit Confirmation Options section, two checkboxes become available once At Clock In and/or At Clock Out checkboxes are selected under the Capture Patient Signature on Mobile App field titled Allow Signature Skip and Require Timesheet if EVV linked to visit w/o Signature, as seen in the instructions below.

Complete the following steps to activate and review Patient Signatures.

  1. Go to the Admin > Contract Setup > Search Contract.

  2. Select the Scheduling/Confirmation tab and go to the Visit Confirmation Options section.

  3. On the Capture Patient Signature on Mobile App field, select At Clock In and/or At Clock Out checkboxes. From here, select options to Allow Signature Skip and Require Timesheet if EVV linked to Visit w/o Signature.

    Capture Patient Signature options under Scheduling/Confirmation

    • Select Allow Signature Skip: This option allows a Caregiver to skip the Patient Signature; however, the Caregiver must provide a Reason as to why the Patient could not sign at visit Clock-In and/or Clock-Out on their mobile device.

      If a signature is required on Clock-In/Clock-Out for an existing contract, the Allow Signature Skip checkbox is selected by default and Caregivers are required to provide a Skip Reason. If the Agency unchecks the Allow Signature Skip checkbox and requires a signature, then the Caregiver cannot move forward on the mobile app until a Signature is provided.

    • Select Require Timesheet if EVV linked to Visit w/o Signature: In addition to selecting the Allow Signature Skip checkbox, selecting this option requires a timesheet for the visit if a Patient refuses to sign at the time of Clock In and/or Clock Out. When the Signature is skipped, the Timesheet Required flag is automatically selected on the Visit Details page and the Caregiver receives a notification from the respective Agency.

      If Timesheet Required is already selected on the Contract Setup page, then the Caregiver does not receive notice.

  4. Click the Save button to register the selections.