Before you can sign your notes make sure you've created your Electronic Signature. 

  1. Open the document / note you want to sign: Initial Assessment, Treatment Plan, Progress Notes, Custom Forms or Contact Note.

Sign Your Notes:

At the top of the document, click the arrow to the right of the Save button, then select Save and E-Sign.


On the Document Info page, click the "Sign the document" button.

If you are electronically signing Treatment Plans, Custom Forms, or Contact Notes you will receive a pop-up message asking for confirmation before signing.

PLEASE NOTE: You will not be able to edit a signed document. Each signed document has a digital mark that confirms its identity and makes it legally verifiable.


Frequent Questions:
Signing and Removing Signatures from TheraNest Documents

Did this answer your question?