How do I sign a form?

Overview:  Forms can be signed within the “To Do” section of the Checklist in the EngagedMD portal.  Forms to be signed can be accessed as a “Sign” task.  

Steps

1. Login to the EngagedMD portal. 
2. View the “To Do” section of the checklist.
3. Select “Sign” task to access the form.  

If a Sign task is locked by another task, the “Please complete all prerequisite tasks” appears on the screen with the task(s) listed to be completed prior to being able to sign the form.  Once the prerequisite task is completed, select the “Sign” task to sign the form.  

Need More Help?

For questions or concerns, please reach out to our Support Team.