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Filling & signing sheets
Office-filled sheets, worker-signed forms, and the countersign flow.
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Sheets the office fills
Intake forms, care coordination notes and other office sheets: fill, sign with the saved office signature, archive.
Read instructions →Filling & signing sheetsCountersigning what the worker signed
Agreements and applications wait for the office after the worker signs — the countersign queue closes them.
Read instructions →Filling & signing sheetsContracts with an office turn first
Some agreements need the office to set terms and sign BEFORE the worker — the sheet tells you.
Read instructions →Filling & signing sheetsFill in by the office what the worker fills in
What the worker fills in (application, emergency contact, job description…) can be filled in by the office and sent to their portal already done; they review it and can change anything.
Read instructions →Filling & signing sheetsRequest a signature, evidence or another try at the test
Some rows are not filled by the office: the worker signs from her phone, sends a photo of a paper, or takes a test. Each row offers the button that applies.
Read instructions →Filling & signing sheetsThe patient's signature: in person or with a link
Consents and agreements need the patient's signature. The usual way: you hand him the device and he signs with his finger, you as witness. If he cannot, his representative signs and the sheet records who and why.
Read instructions →Filling & signing sheetsCorrect an archived paper without touching the original
A wrong date, a missing initial: you edit on a copy. The original stays locked and, when you approve, a revised version is created. If the paper was signed, the new version asks for the signature again.
Read instructions →