Adding E-Signature to Chart Note

As part of Healthie's intake form tool, you are able to build a read-only form that clients can then E-sign for your records. E-sign forms commonly include Notice of Privacy Policies, Cancellation Policies, and Office Policies. You may also want clients to sign off on the validity of their health history. 

In addition, you can add an e-signature to your charting forms, so that provider(s) within your practice can officially sign & complete a note. 


Add an e-signature to a client form 

  • Navigate to Forms >  Form Builder > Locate your form 
  • From the Question Bank drop-down on the upper left menu bar, choose Agreement
  • Drag and drop the "Signature" field onto your form 

If you are new to using Healthie's form builder, please review the article and video resources available here

Apart from a signature, there are two other Agreement fields that may be useful for your client forms. 

  • Require client to agree: a check-box will appear prompting the client to check/confirm that they agree or acknowledge the information provided. This is typically used when sharing policies/terms/conditions. 
  • Parent/Guardian name: you may want to include this field if you work with minors < 18 that will specify where a legal parent/guardian can e-sign and then type their name into the field. 

You can PREVIEW your form at any time, by clicking the blue "Options" button located at the top-right of the form > Preview. This will give you an idea of what the form will look like from the client experience. You can also generate a PDF version to store or print. 


Add an e-signature to a charting note

  • Navigate to Forms >  Form Builder > Select a Charting Template 
  • From the Question Bank drop-down on the upper left menu bar, choose Agreement
  • Drag and drop the "Signature" field onto your form. 

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