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How does eSign-off work?

Answer / Solution

How does eSign-off work?

Overview

Physicians can eSign transcribed documents in the Secure Web Portal.  An Administrator must first setup a workflow rule to route jobs to eSign-off. Those rules can be managed on the Workflow tab of the IMC. 

Solution

Once jobs are flowing to eSign-off, the process to eSign is:

1. Using a supported browser, login to the Secure Web Portal here

2. Click the eSign-off link under Report Actions

3. Click the button: Online Editor eSign-off button

The Online Editor will open with the first job on the list.  (The first time this loads, it can be slow due to downloading the editor.) 

The author can choose to sign the job, reject it, or edit prior to accepting them with options shown below: 
 

  • Perform eSign:
    • eSign Original Document:  Sign the original document and discard any changes made.
    • eSign Modified Document:  Sign the document and Save any changes made.
  • Do Not eSign:
    • Reject:  Rejects the job to QA workflow.  Comments are optional.
    • Reject & Save:  Save any changes made and Reject the job back to QA.  Comments are optional.
    • Skip:  Skip eSigning this job.  The job will remain on the list pending eSign.
    • Skip & Save:  Skip eSigning this job and Save any changes made.  The job will remain on the list pending eSign.


If, for any reason, the Online Editor does not load for a user, please verify the pre-requisites for the computer.  On the Software tab, a link is provided to install pre-requisites.

 


Related KBs
Can a user eSign for another user?
eSign-off Proxies Explained
How do I use the Web Portal?
Quick Start Guide to the Web Portal
What are the steps to eSign a document in the Secure Web Portal?
Step-by-Step eSign Off Walkthrough
How do I set up an author to eSign?
Setting up eSign
How to review and eSign documents using InfraWare Dictation for iOS?
How to use eSign in InfraWare Mobile for iOS
How do I remove the eSign requirement for a Job?
Removing the eSign requirement for a Job
What browsers does InfraWare Support?
Supported Browsers

Direct Link to This KB
https://www.infraware.com/KB/?f=133

Last Updated
Friday, August 27, 2021

Tags
esign esign-off portal sign KB133 secure web
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