Permissions

Therapist

You can only sign notes for the cases you're assigned to.

Administrator

You can sign or co-sign any document  

Before You Begin

TheraNest does not require any documents to have a signature. That can be a business practice you decide on. It is up to you which documents require you and/or your client's signature.

Sign Notes 

  1. On your progress note there will be a green Save icon with a small down carrot arrow next to it. Click on the down carrot and choose Save and E-sign
  2. Click the  "Sign the document" button.


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

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