The E-Sign workflow may be initiated through the “More” menu by selecting “E-Signature.” It may also be accessed through shortcut buttons in the Baseline Assessment Visit prompt or the Trial Procedure Visit prompt.
Once you have accessed the E-Sign feature, you will need to first select the checkbox for “I agree to use electronic signatures and records” in order to be able to sign the document. The other checkboxes will be disabled until after the document has been signed.
Next, you will scroll down the consent document where you will find the button to “Sign” the consent.
Click consent, have the patient sign their name using their finger on the ipad or with a mouse/trackpad, and select “Finish.”
