How The Paperless Form
Signing Works:
Each of these standard forms is
identified by a different number and name that will make then unique
and easily traceable.
Government and Insurance forms should have
this type of unique numbering system already in place.
Specialized
local forms will have to have this ID assigned to them.
The form or copy thereof is stored on
the computer in a centralized location like in the Application
folder
in the “Standard Forms” folder.
The form can be in any format
supported by the software installed on the computer.
i.e.: MS Word,
Adobe PDF, a scanned picture, etc.
All the information about the
form is entered in the Sign-In Electronically™ program.
This is done
in a dialog like this:
The Form Group is any Group of forms
that may be used. These could be Medicare, Insurance, Doctors, etc.
The Form ID is a unique identification
of the form. Most standard forms will already have this unique ID.
Once the complete form information has been entered in the list of
forms, this Form ID cannot be changed.
The rest of the information
may be modified as needed. This is by design for security and
traceability concerns.
The Status can be set as Active or
In-Active. All active forms will be displayed when the “Select
A Form to Sign” is selected.
Forms marked
as In-Active will not be displayed. Since forms cannot be deleted,
those with errors can be set to In-Active.
The Title is the name of the form. The
Description is a brief description of the form.
The location is the location on the
computer where the form is located.
The default location is in the
C:\Program Files\SignInElecV7\Forms.
Forms saved in this folder will
not be deleted when the program is uninstalled.
When clicking Browse, by default the
dialog will look for a .doc type file.
If the form is any other
type, click “Type of files” scroll down arrow, and chose “All Files”
A View button is provided to allow
viewing the form to be certain the right one has been selected.
When it has been determined that a
patient needs to sign a form, a laminated copy of the form,
properly
identified, is handed to the patient for them to read.
Once the
patient has read the form, and returns it, the operator selects the
form from the list of
pre-entered forms in a dialog like this:
When the Select
Form button is clicked, a message is sent to the signature pad with
the
Form ID and title, with the text “I have
read this form”, like this:
The client/patient signs
the form indicating they have read it.
This information is then
retained by the program and cannot be edited.
This is again, by
design, to assure security and accountability.
Should it then become desired to
ascertain if or prove a patient has read a given form,
the database
is searched, the particular form identified, and the signature
acknowledging
reading of the form can be displayed or printed like
this:
This identifies the name of the
client/patient that was signed in and their File Number, across the top.
It
also describes the Form ID, Form Title, Form Description, the date
the acknowledgment of
reading it was signed, and the signature of
the person signing.
Once this information has been
accepted by the program, it cannot be modified.
The two signatures
are shown on the same document since the patient’s name and the
person
acknowledging reading the form may be different. This could
be a case where the patient was a
minor, and the person signing
proof of reading the form was a parent or guardian.
Maintaining
The Forms:
To enter forms information or to edit
forms already entered, click on the Maintain Forms icon,
or click
Edit, then Maintain Forms. Forms are stored in a hierarchy similar
to the way files are
stored in the computer. The left column shows
the group names, and these can be edited
or added to. The right
column shows the various forms, and information about them.
Clicking the add button opens another
dialog that allows adding new forms.
All the information is
required.
There is a special requirement in the Form ID. It must
contain at least one alpha character.
The alpha character
required can be any letter A – Z or a – z, or any of these printable
characters.
! @ # $ % ^ & * ( ) _ + - = ~ { } | [ ] \ : ” ; ’ < > ?
/
The comma and period are considered numeric since they are used in
numbers like 1,234.99.
After a form has been created, the
Form ID cannot be changed.
Any of the other information can be
modified, but not the Form ID.
This is done for security and
accountability reasons. If there is a mistake in the form,
or it is
no longer used, it can be made inactive, and it will no longer be
displayed in the “Select Form” dialog.