How to give permission to re-capture the assistant's signature

This guide provides step-by-step instructions on how to give permission to recapture an assistant's signature. It explains how to access the oversight menu, filter by client and date, and grant access to recapture the signature. It also clarifies where the therapist should sign and how to confirm the signature.



1. Give permission to recapture the signature

1.1. Go to Oversight

1. To recapture the assistant's signature, go to the menu located on the left side of your screen, the "oversight" option.

1.2. Filter by desired client, therapist and date

2. Select the desired client in the filter option at the top right of the screen, you can see an example in the image.

1.3. Give access to recapture the signature

3. A new window will open with the sessions of the selected week. Direct your attention to the three vertical dots to the right of the desired session and give access to recapture the signature.

A window will open where you must confirm that you want to recover the signature, select the "confirm" option as shown in the image.

2. Where should the therapist sign?

4. The therapist must sign from the oversight, as shown in the following example:

  • Go to "Oversight"
  • Search for the session that was opened
  • Click the "Recapture assistant signature" button

5. - The therapist can sign again in the popup window.

  • Then they must click on the "Approve" button for the signature.

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