eSignature Configuration (Native)

Welkin includes a built-in eSignature capability — no third-party integration required. It supports two use cases:

• Provider signatures — care team members or supervisors sign off on clinical notes or assessments

• Patient consent signatures — patients sign consent forms as part of an assessment

Both are configured in Designer → Forms.

For sending documents to patients via DocuSign, see Configure eSignature (DocuSign).

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Setting up Provider eSignature

1. Click Create Draft on the Change Summary page of Designer

2. Select whether the draft will be From Current Version or From File, then click Submit

3. Go to Forms in the left side menu and open the form a provider needs to sign

4. Click the Signature tab within the form

5. Select either Care Team Member and Supervisor Signature or Care Team Member Signature from the Document Type dropdown

6. Add the Supervisor Signature and/or Care Team Member Signature to the variables

7. On the Template tab, add the appropriate variables from User Signature Variables to the assessment template document

8. Upload the template and save changes

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Setting up Patient Consent eSignature

1. Click Create Draft on the Change Summary page of Designer

2. Select whether the draft will be From Current Version or From File, then click Submit

3. Go to Forms in the left side menu and open the form the patient needs to sign

4. Click the + Consent button in the Content section of the form

5. Add a Label — this is the text that appears next to the signature field (e.g. "Signature:" or "Please sign here:")

6. Click the {x} variable button under the Label section and copy the Patient Signature Variable

7. Add the variable to the Assessment PDF template

8. Upload the template

9. Check the Required box if the signature must be completed before the form can be submitted

10. Save changes

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More Questions? Contact [email protected] or your Implementation/CSM directly.