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How to Send a Form to a Prescriber for Signature

Users can specify if they want a prescriber to review and sign a form or simply sign it. This distinction will streamline the process for prescribers and ensure they are clear on the necessary actions for each form.

To access this feature, an enrolment, prior authorization, or additional form needs to be initiated.

This feature indicates whether a prescriber needs to provide their signature or review the form details before signing. This differentiation enhances efficiency and helps the prescriber to prioritize.  

To find out how to process an enrolment, a prior authorization, or an additional form, see the following articles:

How to Enrol a Patient in a Patient Support Program

How to initiate a Digital Prior Authorization

How to Initiate an Additional Form

When forms are sent to a prescriber for action, users will have two options:

  • Send for Signature: Simply send the form for the Prescriber's signature. 
  • Review and Sign: Flag the form to alert the Prescriber of any outstanding items they need to complete before submitting. 

Enrolment page with options to select Send for Signature or Send for Review & Signature.

Once the form is sent to the prescriber, the status will show as awaiting the prescriber's signature. 

undefined-Jul-08-2024-08-44-38-0896-PM NOTE The prescriber is prompted to review and sign from their home dashboard:

Home screen displaying the Review & Sign button in the Awaiting Review section.

Once the prescriber clicks Review and Sign, the form will open, and a green banner at the top of the form will indicate "NOTE: This form requires you to review and sign".

 Enrollment page displaying a green banner with the message: "This form requires your review and signature.

Program Overview page displaying enrolment progress.

After the prescriber has signed and submitted the form, the status will be changed to reflect that this step has been completed.

Program Overview page displaying the submitted enrolment.