From the v9.23 release, assessors can sign Digital Support Tool (DST) documents directly in the system. This removes the need to print, sign on paper, scan and upload documents, so you can complete assessments faster and more efficiently.
đNote: You'll need client administrator permissions to view and action this.
Add an online signature to a referral
You can add an online signature when you create a new referral for a patient:
Click the CMS tab, then click Patients.
Search for the patient, then click the magnifying glass next to them.
Click Referrals, then in the Patient Referrals section, click New.
Select the Activity Type and Referral Type.
Fill out all mandatory details.
In the Recommendations section, you'll see the option to provide an online signature. You can provide the signature in one of two ways:
Online Signature: Enter the signature directly within the form.
Wet or Document Signature: Upload the signature as a supporting document.
â ď¸Important: The DST e-form supports only one online signature. You can't capture and populate two separate online signatures in the same form. If you need signatures from more than one party, use an alternative process, such as uploading a signed document.
Fix a missing online signature in the generated document
If you complete a referral using the Initial DST (Form Upload) referral type, the online signature may not appear in the generated Word document. This happens when the Word document template is missing the required signature placeholder tags, so the system can't insert the signature that was captured on the form. You can fix this by adding the tags to the template and uploading it again.
Before you start, click Company CMS Configuration, click Referrals and then Referrals V2 Secure Document Templates.
Download the existing template
You'll first need a copy of the template that your referrals currently use:
Locate the DST e-form template that is being used.
Download the document template.
Add the signature placeholders
Next, add the placeholder tags to the signature section of the template:
Edit the Word document and add the following placeholder tags in the required signature section:
[[patient_referrals_v2_assessor_online_signature]][[patient_referrals_v2_assessor_online_signature_date_signed]]
Save the document.
đNote: Due to a system limitation, you need to add the placeholder tags to both the Healthcare and Social Worker signature fields. The system can't determine which signature field will be populated in every scenario.
Upload the modified template
Finally, upload the updated template so the system can use it:
Return to Referrals V2 Secure Document Templates.
Upload the modified .docx file.
The system automatically replaces the existing template with the updated version. From now on, whenever the online signature option is used, the assessor's online signature and signed date will be added to the generated DST document automatically.