We’re excited to introduce the new Physician Signature Dashboard, a feature designed to streamline the document signing process for physicians. This tool allows physicians to access all pending signature requests in one central location, reducing the need for individual email prompts and allowing for a more efficient workflow.
Step 1: Logging In
Physicians will access their Signature Dashboard through the Provider Portal. Each group has its specific portal URL. The format for your portal URL will look like this:
name-provider.production-insights.restoreskills.com
For example, if your group’s name is “Peace Care” your URL will be:
peacecare-provider.production-insights.restoreskills.com
Your facility contact or therapy organization should provide all physicians and e-signers with personalized URLs.
Dashboard Overview
Once logged in, you’ll see two main sections:
Pending Docs: This area displays all documents awaiting approval and signature.
Completed Docs: This section provides a record of all documents that have been signed.
How to Bulk Sign Documents
Bulk signing with the Physician Dashboard is quick and intuitive. Here’s how:
Step 1: Review Pending Documents
Use the Pending Docs section to see which documents require your attention.
Click on a document to open it in the PDF Viewer for detailed review.
Step 2: Multi-Select Documents
Select multiple documents that are ready for approval by clicking the checkboxes next to their names.
Step 3: Approve Selected Documents
Once you’ve reviewed the documents, click Approve Selected Documents.
Step 4: Use the PDF Viewer to Finalize Approvals
Open each document in the PDF Viewer.
Review the content and click the Approve button to add it to your bulk sign list.
Use the arrow buttons to navigate between pending documents.
Step 5: Sign Approved Documents
After approving all selected documents, click Sign Approved Docs.
Follow the signing process to apply your signature and timestamp to the bottom of each document.
How is a Document Sent to the Physician?
How is a Document Sent to the Physician?
Once a therapist completes & submits a clinical document (evaluation or recertification), they will return to the patient's Episode of Care and complete the following steps:
Select the Physician:
Choose the physician to sign from the dropdown list under the "signatures" section.
Therapist Signs the Document.
Send Document for Physician Signature: Click the "send" prompt to send the physician the completed and signed document.
Note: ONLY the therapist can see the “send ” prompt; the DOR or Admin cannot.
Pending Signatures: Once sent, the status will change to Pending while we wait for the physician to e-sign
Physicians can log in using their credentials to access and sign pending documents on their Dashboard.
Completed Documents: E-signed documents will appear as “signed” in the physician column under “completed documents.”
The status will also be updated on the Physician Dashboard when a signature is complete.
If you ever need to update your username or password, you can do so through Regional Directors or other leadership staff with Enterprise access. They have the authority to make these changes securely.
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