When signing notes, you have the options to either type, draw or both type and draw a signature. You can indicate which type you want in the "Signatures & Approval Settings" of the note editor. This article will show you how to set up and collect drawn signatures.
You will set your signature type in the "Signatures & Approval Settings" section of the note editor. It is located at the very bottom of the editor page. It is important to note that signatures will not be displayed unless a Signatures element exists in the note editor. You can add one by using +Imported Fields -> Note Fields -> Signatures.
Within the "Signatures & Approval Settings", check the "Must draw signature" box under the "When signing note:" section. You will also need to check the "Must draw signature to approve or reject" for each of the approval or statement steps in your note template. (E.g., if you have your workflow set up to require a parent signature after the session, and approval processes for clinical and billing - you will need to check the draw signature box for the parent signature statement, clinical approval, and billing approval steps.)
To sign a note with a drawn signature, make sure all required fields are completed and click on "Sign". When you click into the signature box, it will bring up a second box.
You can use your finger to sign on a touchscreen or draw a signature with a mouse/trackpad while holding down the left mouse button.
After drawing your signature, click on "Done".
To complete your signature, click "Sign".
After you have signed your note using a drawn signature, it will appear at the bottom of the note as seen below with the date and time on the bottom.
Last updated 8/23/26 by Alexandra Ahlgren