If you have purchased jSign and the feature has been enabled by the Consensus team, a Consensus Administrator should complete the following configuration steps.
Create a Template
A template must be created in jSign.
Template Limitations
A maximum of 2 signers can be assigned to a template.
Signer labels can’t be changed - they must be Signer 1 and Signer 2.
Attachments are only visible in the jSign application; there is no visibility from the system for attachments added to templates.
Log in to jSign.
Click on Templates.
Click + Create Template.
Click Add New Template.
If you have previously exported a jSign template, you can use the Import Template option.
Click Upload to start designing a template.
Choose an option based on the starting document location.
Select either 1 or 2 signers.
Do NOT change the signer names. They must be listed as Signer 1 and Signer 2 for document signing to work.
Click Save & Next.
The signature type will show E-Signature. Click Save & Next.
For each signer:
Select the signer in the top left.
Drag and Drop the Signature option from the Standard Fields section on the left to the location on the document that needs signed.
Optionally: Add other fields from the Standard Fields section to the document to be completed.
When finished, click Save & Next.
Set a Template Category. You may add a Template Description if desired.
Click Save Template to finalize.
A template can be edited at any time from the My Templates list by using the three-dot menu and clicking edit.
Start a New Signature Request
Log in to Consensus and select Get Signatures.
Click New Request.
Click the + to choose a template.
Select a template from the drop-down list. This list pulls from your jSign account.
Click Use to choose a template.
Request limitations - only one template may be used per signature request.
Enter the Name and Email of each signer.
Enter the Patient Details or search using your integrated EMR.
When all information is entered, click Send.
Verify all information is correct and click Confirm.
Check Delivery Status
You will be returned to the Get Signatures screen when the request has been sent. The most recently created document will show sent at the top.
Once delivered, the Sent status will change to a Delivered status.
Sign a Document
Signing Limitations: Signers must sign sequentially - this means Signer 1 must sign before Signer 2 will be allowed.
Signer 1 signs
Signer 2 will immediately receive an email alerting them about a document that will need to be signed soon.
Have the person entered as Signer 1 access their email. Click Review & Sign in the email.
The document will open in a browser. Click Continue as guest to sign.
Click the checkbox “I agree Terms & Conditions & Privacy Policy”.
Click PROCEED TO SIGN to sign. The screen will display the signers and the document being signed along with other information.
jSign requests location access to record the location signing occurred. Click Allow to collect location data.
Click the locations on the document that say Sign Here.
Choose between type, draw, and upload to sign the document. Click Done.
Once the document has been signed, click Submit to save the signature.
jSign begins the saving process.
Once complete, click Continue to finish.
jSign will now show the first signature as SIGNED and the second signature as AWAITING SIGNATURE.
Signer 2 signs
Once the first signer has completed, Signer 2 will receive an email stating a document is ready to sign.
Click Review & Sign to access the document.
jSign will request access to the Signer’s location to confirm where the document is being signed. Click Allow to include location data in the signing process.
Click Continue as guest to begin signing.
Check "I agree Terms & Conditions & Privacy Policy".
Click PROCEED TO SIGN. Note: The second Signer will show as AWAITING SIGNATURE.
Click Sign Here to apply an eSignature.
Select Type, Draw, or Upload to create and apply a signature and click Done.
Once Signer 2 has applied a signature, both signatures will be visible on the document.
Click Submit to save the signature. jSign will save and process the document. jSign begins the saving process.
Once saving is complete, click Continue to review the signed document details.
jSign completes the saving process.
Once signed, both signers will show as signed and the document will be available for download.
View Signed Document
The signed document can be viewed in Consensus and in jSign.
View in Consensus
Based on your jSign configuration within the system, the document may be located in the following places:
Intake
If SendToIntake is selected the signed jSign document will automatically appear in My Intake.
Forward Documents
If ForwardViaDirect is selected the signed jSign document will be sent on to the direct addressed typed into the configuration settings.
View in jSign
Login to the jSign account associated with your application and connected in the configuration settings for your organization.
Login Link: https://app.jsign.com/account/login
From the jSign Dashboard, click Manage.
Use the filters on the left to access Completed documents.
Click download next to any document to download a copy of the signed document.
Troubleshooting Tips
If required information is missing, the system will display an error when attempting to send.
