How Do I Send a Patient a Signature Request?

Sending a New Signature Request

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There are two ways to send a signature request link to your patients: either through your "Call List" or "Patient Search". Let’s dive into both ways you can obtain a patient signature.

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Using Call List

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• Log in to your Nimble Dashboard
• Navigate to the "Call List" tab on your Nimble Dashboard
• From there, filter the Call List by clicking on the "Order Not Signed" section in the top navigation bar
  
  • This section contains all orders pending a signature from your patients

• Find the patient for whom you would like to trigger a signature and click the pen icon under the “Actions” column. 
  
  • Clicking this icon will allow you to request the signature directly from the patient

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Using Patient Search

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• Log in to your Nimble Dashboard
• Navigate to the "Patient Search" tab on your Nimble Dashboard
• Search for the patient in question by Name or Date of Birth
• Once the patient in question appears in the search results, click on their name to be taken to their profile
• Scroll down to the "Order History" section of their profile
  
  • All orders affiliated with this particular patient will display here with the applicable order details

• If you are still pending the patient's signature, you will see "Request" listed under "Order Signature"
  
  • Clicking this icon will allow you to request the signature directly from the patient