Signatures on Treatment Plans as a Staff Member

Learn how to have staff members sign off on treatment plans

Before exporting a treatment plan, if you have set up signatures, you will want to make sure all required individuals have signed off on the treatment plan and/or progress report. Click here to review how caregivers can also sign off on a report. 

How to Sign off as a Staff Member

1. Select the client from your drop down list who's report needs your signature

2. Select [Progress]

3. Select [Reports] 

4. Select the title of the current report you are looking to review and sign off on

5. Scroll to the [signature] section of the report

6. Click [sign now]

7. Add your signature in the box and press [save]

8. Select [save changes] in red so it updates the whole report

-Updated October 2025