Homecare Pro

How do I create a new signature task in Homecare Pro?

Can I edit the form fields of an existing signature task?

Can I set fields to fill with caregiver information automatically?

What is embedded signing in HomeCare Pro?

Where do I find all of my agency's in progress e-signature packets?

Can I see a caregivers progress on an e-signature packet?

Can I sign on behalf of another manager?

Why do I need to generate an e-signature packet?

How can I generate an e-signature packet for a caregiver?

Who can generate an e-signature packet for signing?

I'm interested in Embedded Signing, how can we switch our agency to that?

Can caregivers go back to a document and have their progress saved?

How can I tell if an e-signature packet was sent in Homecare Pro or via email?

This guide explains how to check the status of a caregiver's signature packet in the Agency Dashboard to resolve inquiries about incomplete or pending document signing

How to track a caregiver's signature packet progress

Ben Johns

Find out more about how e-signature tasks and embedded signing work in Homecare Pro

E-Signature Tasks & Embedded Signing

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