1. Physician Electronic Signature in Meditech 5.64.21
September, 2011
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2. ELECTRONIC SIGNATURE (e-SIG)
All MHS Physicians can request electronic signature privileges through their respective HIM departments and/ or Medical staff offices
Any HIM report viewed in “Other Reports” in EMR menu can be signed electronically 24/7 in hospital and remotely.
Includes H&Ps, Discharge summaries, operative reports, and consults.
Can sign and edit documents sequentially or sign at one time.
The same E-SIG can be used in CPOE
Unsigned verbal/telephone orders and progress notes still require a manual signature at this time in HIM at MDMC and MCMC.
Electronic Notice of Participation needs to be completed in the HIM department for authorization of participation
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3. GETTING STARTED Select the Meditech icon on your PC
Put in your Meditech physician user name and hit Tab key
Put in your Meditech password and hit Tab key
Last entry is HCIS “LIVE” hit Enter to go to Meditech desktop 1 2 2
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4. ASSIGN e-SIG PIN NUMBER
Depending on your role, you may have a different menu to select than another provider. Menu name shows at “#1” below
From “ITS”, go to “Change Password or Create PIN”, then “Create/Change Your e-Sig PIN”
From “EMR”, go to “Change Password or Create PIN”, then “Create/Change Your e-Sig PIN” 2 1 3 1 3 2
“ITS”
“EMR”
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5. ASSIGN e-SIG PIN NUMBER
Enter your Meditech password
Enter what you want for your New PIN number. It can be four digits
Enter twice and click OK
This will enable your new PIN number for e-Signature
Once your PIN has been filed, you will receive a confirmation 1 2 4 3
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6. e-SIGNING DOCUMENTS
Again, depending on your role, you may have a different menu to select than another provider. Menu name shows at “#1” below
From ITS, click “Provider”, then follow the instructions on the next slide 2 1
“ITS”
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7. e-SIGNING DOCUMENTS
This only applies if you got here from the “ITS” menu
Once in the Provider screen, click on “Sign”
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8. From “EMR”, click “Sign Documents”
e-SIGNING DOCUMENTS
Again, depending on your role, you may have a different menu to select than another provider. Menu name shows at “#1” below
From “EMR”, click “Sign Documents” 1
“EMR” 2 8
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9. e-SIGNATURE DOCUMENTS SCREEN
This applies for all users
Your patient documents to be signed will show in this window
You can:
Edit - Allows editing to be done
View - View only
Sign – Sign documents with pin number
Sort – Allows sorting of reports
Unsign – Allows unsigning of reports
Signing can be done one at a time or sequentially by placing a check next to multiple reports to review/sign (most efficient)
Each report will show sequentially
Your PIN number will be asked once at end
It is recommended to only select 5 documents at a time to eSign
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10. SEQUENTIAL e-SIGNATURE PROCESS
This is recommended as the most efficient process
Select all patients by clicking the “Select” button
In the pop-up window, click “Check All Documents”, then click “OK”
Once the system evaluates the reports, click “Sign” 2 3 1 4
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11. SEQUENTIAL e-SIGNATURE PROCESS
The report(s) will now display
If no changes are necessary, click “Sign”, which will place this signed document in a queue for later signature PIN number completion at end of session. If you need to fix the report, click “Edit”
You will now be taken to the next document for review…
Repeat the steps for each report
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12. SEQUENTIAL e-SIGNATURE PROCESS
The number of reports you have reviewed and signed will show in a pop-up window
Select “Sign” as a final confirmation
Or “Go Back” if you need to make changes (Edit, Unsign, etc)
Or “Cancel”
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13. SEQUENTIAL e-SIGNATURE PROCESS
You will now enter your PIN to complete the e-Signature process
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14. CONFIRMATION OF DOCUMENTS SIGNED STATUS
Check the right hand “Signed” column to confirm your documents have an electronic signature, which shows as a “Y”.
EMR will show in Other Reports as Signed status in a few minutes after completion of signing Y
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15. SEQUENTIAL EDITS
This is recommended as the most efficient process, and can be done at the same time as the Sequential Signature process discussed previously
Select all patients by clicking the “Select” button
In the pop-up window, click “Check All Documents”
Then once the system evaluates the reports, click “Edit” 2 3 1 4
May 2008 15
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16. EDIT REPORT SCREEN
Under description, the first line may either be blank or you may see "Body of Text” (depends on where document was typed)
Click in the “Edit” box, and type “Y”
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17. DOCUMENT EDIT SCREEN Edit mode usually has the first line in red
You can make your corrections just as in Microsoft Word
For your own benefit you can document your corrections by selecting format and font icon at top of menu toolbar to make the text bold or italics etc
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18. SAVE YOUR EDITS 1
After making your changes hit the “F12 key” or click the green check on the right side of the screen to save your edits. The “ESC key” exits without saving.
Select “Yes” when prompt asks “File?” 2
When returned to the General Report Screen (right), click “Save” 3
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19. SAVE YOUR EDITS
After saving, Meditech confirms the changes have been filed
Select “Close”
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20. NEXT EDIT(S)
If you had selected multiple reports to edit, the Next report will now be available
Select “Next”, and the repeat the steps to Edit your document(s)
If you do not wish to continue, you may select “Stop”
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21. VIEW SIGNED DOCUMENT IN EMR
From “ITS”, click “Provider”
On the “Provider” screen, select “EMR”
From “EMR”, click “View Patients”
“EMR” 2 2 1 1
“ITS” 3
“ITS”
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22. VIEW SIGNED DOCUMENT IN EMR
This applies for all users
Select the correct Patient, using any of the methods, such as “Recent Access”, “Any Location”, “Any Record”, etc
Select the correct Visit 1 2
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23. VIEW SIGNED DOCUMENT IN EMR
Go to “Other Reports”
Select the category at the top
Click the “bubble” under “Report” to see the report 2 3 1
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24. VIEW SIGNED DOCUMENT IN EMR
Your electronic signature will appear at bottom of document with date and time signed
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25. UNSIGN A SIGNED REPORT
If an important change is missed after a document is signed, you can “UnSign” the document and edit it
Place a check in the checkbox next to the correct Patient/Report
Click “UnSign”, and enter your PIN 1 Y 3 2
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26. UNSIGN A SIGNED REPORT
Report returns to draft status in EMR shown by lack of “Y” in signed column on right of sign documents screen.
You can Edit document by selecting Edit and doing all steps as before
Re-sign document when you have reviewed your edited corrections
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27. Signed Documents Not Leaving Signing Queue
Rarely, a document may go to EMR as signed and will remain on your signing queue, but this is easy to fix
From “ITS”, go to “Clean Up Sign Documents”
From “EMR”, go to “Clean Up Sign Documents”
“ITS”
“EMR” 1 1 2 2
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28. Signed Documents Not Leaving Signing Queue
This applies to all users
Add your Username at “Documents for Provider”, then click OK
This action will not affect status of any of your signed documents in EMR
It only acts as an electronic nudge to get a patient report out and off of your “signing document queue”. 1 3
Click “Close”
This prompt indicates number of records hung up, and should take all hung up records off of your signing queue
If it does not , contact HIM 2
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29. CONCLUSION
Congratulations on your completion of the electronic signature module
You should now be able to change your e-SIG PIN number, Sign reports, Edit reports, UnSign reports and Clean Up your queue
If you have any further questions please contact the HIM personnel:
Kelly Wauters and Lori McLemore, MCMC
Jose Ago, MDMC
Jennifer Sayles, MMMC
Valerie Hayes, MRMC
This document is one of five:
Remote Access
Meditech Training
Physician Consult Ordering
Electronic Signature (this document)

30. For MRMC and Bush/Renner: Methodist Richardson Information Systems
Contact Information
For MDMC, MMMC, MCMC:
MHS Help Desk
MHS Help desk
For MRMC and Bush/Renner:
Methodist Richardson Information Systems
Helpdesk at (972)
MRMC Help desk
MHS does not have a team to come to your office to repair PCs.
October 2006