Quickly send over a Care Plan for the Family to sign electronically, saving you paper
FAQ: I completed a care plan, but the family is not here to sign it in person, how can I send them to sign it electronically?
1. Access the Resident's Care Plan
- Navigate to the resident’s profile and go to the Care Plans section.
- Open the care plan you want to send for signature.
2. Review and Sign the Care Plan
- Double-check that all required fields are completed.
- Ensure the date and care plan type are correctly entered.
- At the bottom, under the review section, sign and date the care plan.
- If applicable, the resident can sign it as well.
- Check the box that indicates a representative needs to sign the document.
- Optionally, add the representative’s name.
3. Prepare the Care Plan for Signature
- Click Save, then go to Actions and select Sign.
- The system will generate the care plan as a PDF.
- Click Add Recipients and select the POA or family member from the Contacts section.
- Ensure the recipient’s name appears in a colorful box before proceeding.
4. Place the Signature and Date Fields
- Scroll to the last page where the signature is required.
- Click and drag the signature box to the correct location.
- Adjust the size and position of the signature box if necessary.
- Drag a date field to ensure the system timestamps the signature.
- (Optional) Add a text field if you want them to type their name.
5. Set the File Location and Send the Request
- Choose where the signed document will be saved (e.g., the Care Plan folder in Documents).
- (Optional) Add a comment for the recipient.
- Click Complete Sign Request to send the document.
6. How the Family Member or POA Signs the Document
- The recipient will receive an email with a Document Sign Request from Synkwise Signature.
- They must click Review Document and follow the link to the signing page.
- Click Begin, then type or draw their signature in the provided field.
- Confirm the signature and click Sign and Finish.
- They will receive a copy of the signed document.
7. Verify the Signed Care Plan
- Go back to the Digital Signature page in Synkwise.
- Click the three dots next to the document to download or view details.
- Open the PDF and scroll to the signature section to confirm it has been signed and dated.
- The signed care plan will now be saved under Documents > Care Plan Folder.