KB ID # 317 - What are the steps to eSign a document in the Secure Web Portal?

eSignature: Step-by-Step Instructions for the Secure Web Portal

Summary

This guide will take the Author through each step of the Online Editor Sign off process to eSign a job in the Secure Web Portal. This includes editing the job, returning the job for corrections, and approving the job for signature. It assumes your administrator has configured your jobs to be routed for eSign and you have jobs eSign-off Pending.

Tasks:

Login to the Secure Web Portal app.InfraWare.com/Portal with your username and password.
On the Reports tab, click the eSign-off sub-tab

All of the jobs available for eSign (Sign-off Pending Status) are displayed and selected with a checkmark next to the job number.
Click Online Editor Sign off

The Online Editor will open with the first job displayed

For each job:

To edit ADT information (patient demographics):
- Click the ADT
- ADT window will open for edits to be made, click Accept when finished.

To download and listen to the audio:
- Click the Audio tab
- Click Download Recording
- Control Audio with a Transcription Foot Pedal or the controls on the screen

To view Messages from the MT:
- Click Messages Tab
- Click each message in the list to review

Review the job in the Online Editor and make changes if needed.
Click the eSign Actions tab
- Perform eSign
  - No changes made to document: Select eSign Original document
  - Changes made to document: eSign Modified Document
- Do Not eSign
  - Reject = This will return the job to QA for further editing. Please note why in Comments section
  - Skip = Skip the report to eSign/Review later
  - Reject & Save = This will save any changes the author has made to the report and then return the job to QA for further editing
  - Skip & Save = This will save any changes the author has made and keep the report available for eSign/Review. Please note why in Comments section

After all jobs are eSigned:

Print Reports
- Select to Print All Signed Reports or All Viewed Reports
- Check Print Envelopes and Print Extra Copy for Each Envelope for carbon copies
Save Reports to Disk
- Choose format to save: Word, RTF, PDF
- Choose to save all Signed Reports or All Viewed Reports
Click Exit when done

Please note: If you choose not to Print or Save Reports, just click Exit. Reports can be printed and downloaded by your InfraWare Facility Administrator (a member of your office staff).

Related KBs

	How does eSign-off work? eSign-off Explained
	Can a user eSign for another user? eSign-off Proxies Explained
	How does dual eSign-off work? Dual eSign Setup Explained
	How do I setup envelopes to print from the Secure Web Portal? Add Envelope/Print Envelopes
	How do I require 1st level of eSign-off before 2nd level? Require 1st Level eSign Before 2nd Level
	How do I allow eSign-off Pending jobs to be modified for a particular facility? How to allow eSign-off pending jobs to be edited
	How do I set up an author to eSign? Setting up eSign

Attachments

	eSignature Step by Step Instructions.pdf (484.6Kb)