You are now able to create and fully configure your own signature tasks for use in Homecare Pro. Here's a step-by-step guide:
Step 1: Create the Signature Task
Go to Agency Configuration Tab > Scroll down to Tasks
Click Add New to create a new global task
Enter task details:
Title: e.g. Policy Acknowledgment
Responsibility: Select Caregiver if you need the caregiver to take action on this task
Instructions: Keep them clear and simple
Type: Choose Signature
Click Add Document and upload your PDF template of your signing documents
Choose the signing order, such as:
Caregiver only
Manager only
Caregiver → Manager (common for onboarding)
Manager → Caregiver (common for offer letters)
We also offer multi-step flows (e.g. Manager → Caregiver → Manager)
Select your agency
Assign the role(s) this applies to
Set when it should be completed (e.g. Onboarding)
Leave Optional blank if this is a required task
Indicate if this task should be renewed
Click Save
Step 2: Finalize Configuration & Add Form Fields to your Signature Task
After saving the task, return to the Tasks list:
Find the new signature task you just created and click to open
Scroll down select Edit Template
Please note we also have a demo video on how to edit a signature task here
Now you’ll place the form fields onto your document. You’ll use drag-and-drop tools to place required fields.
Please note we also have a demo video on how to streamline caregiver onboarding using pre-fill codes here
Once you are finished, tap Finish Template
Your signature task is now ready to use and will be assigned to new caregivers accordingly!
If you have any questions about creating a signature task, please contact us at [email protected].