How to Digitally Capture Treatment Plan Signatures

Sensei Cloud supports the capture of a digital patient signature for a treatment plan using a Topaz® electronic signature pad.

The signature pad integration has been fully tested with the Topaz SignatureGem LCD model T-LBK462-HSX-R. For more information on Topaz signature pads, see Topaz Systems Inc..

Note: You need to connect a Topaz device and install the Topaz SigWeb drivers in order to capture signatures within Sensei Cloud. 

A PDF copy of the signed treatment plan is automatically saved in the patient's files (Patient > Patient Files). See How to Add and Access Patient Files for more information. 

The electronic signature feature is included in the Viewing Treatment Plan window, so it can be accessed from any location where you can gain access to the patient's treatment plans (e.g., from the patient's hard tissue chart (US) or dental chart (UK) banner in Planning mode, from the patient's Home tab, etc.).

To electronically sign a treatment plan:

1. From the Patient tab, select Treatment Plans. The patient's treatment plans are displayed.
2. Select a treatment plan by clicking the Plan Name. The Viewing Treatment Plan window is displayed.
3. From the Plan Actions menu, click Add Signature. The Signature window is displayed.
   
   
   Note: If the Topaz SigWeb software has not been installed or a signature pad is not detected by Sensei Cloud, a message is displayed. Make sure that the signature pad is plugged in and that the software has been installed, and then click Retry.
4. Have the patient sign the treatment plan using the Topaz signature pad.
5. Click Sign. The treatment plan is displayed as Signed within the Plan Actions, and a PDF copy of the signed treatment plan is added to the patient's files (Patient > Patient Files). 
   

Important: Certain changes to the treatment plan revert the treatment plan to an unsigned status, and you should obtain a new signature from the patient. These changes include:

• Adding or removing procedures
• Updating pricing
• Updating anatomy 

When one of the preceding changes is made, the Add Signature option is added back to the Plan Actions section of the treatment plan. A treatment plan can be edited and re-signed as many times as needed, and all of the signed copies are stored in the patient's files.  Existing signed treatment plans are not removed or overwritten by newly signed documents.

Note: The patient will not have to re-sign when the changes involve scheduling, updating the status of procedures, adding ICD-10 codes (US Only), accepting a treatment plan (UK Only), or updating the treatment plan name, group names, provider, or notes. 

See the following topics for additional information:

• How to Create or Edit a Patient Treatment Plan
• NHS Treatment Planning