Add a signature to a form or certificate – IDEXX Neo

This article will teach you how you and your clients can electronically sign forms and certificates used at your practice.

Forms that require a client signature or ad hoc by staff can be electronically signed by using a mouse, touch screen, or tablet stylus: no integration with an electronic capture device is needed.
Forms that require a provider signature can be signed by selecting the provider’s securely stored signature from a dropdown list.

Signed forms can be printed, emailed, and saved to the client, patient, or consultation Files tab.

Prerequisites: Before forms and certificates can be electronically signed, setup is required.

Applicable forms and certificates templates must be updated with the appropriate form variable by your practice administrator.
Permissions required: System Admin or Documents
- When you need a client or ad hoc staff signature, use [signature].
- When you need a provider /doctor signature, use [provider_signature].
For provider signature only. Users designated as provider should capture and store their signature in their user profile. To learn how, see Add and manage users.

To learn how create or modify a form or certificate template, see Add or update a form or certificate.
To learn more about form variables, see Using form variables.
To learn how to electronically sign an estimate, see Create or update an estimate.
For answers to common questions, see FAQs: Forms and Certificates.

Open a patient or client record and click the Client Forms or Patient Forms button, respectively. Then select the document to edit.
OR
Click a form link under a product on a consultation line.
Optional. Click Edit at the top of the window and make any changes. Then click Save Changes.
In the Signature box, sign your name.
Note: You can sign your name using the mouse, touch screen, or tablet stylus.
Tip: If your form does not have a date stamp, you can write the date in the Signature box.
Optional. Click the Clear button to erase the current signature and re-sign.
Click the Accept button.
Note: Clicking the Accept button protects the document from further edits. This action cannot be reversed.
Optional. Click Print, Save in Files, or Email at the top of the window.
Tip: We recommend you print or email the signed document before clicking Save in Files. Documents cannot be emailed within Neo from the Files tab. If the signature appears larger than desired, select Print then print as a PDF.

Open a patient or client record and click the Client Forms or Patient Forms button, respectively. Then select the document to edit.
OR
Click a form link under a product on a consultation line.
Optional. Click Edit at the top of the window and make any changes. Then click Save Changes.
From the Select Provider dropdown, select the name of the provider whose signature you want to insert.
Note: If you do not see a provider’s signature in the dropdown, please see the provider or your practice administrator and ask them to save the providers signature to their user profile.
Optional. Click the Change button to select a different provider’s signature.
If prompted, enter the provider’s 4-digit PIN. Then click Verify.
Click the Accept button.
Note: Clicking the Accept button protects the document from further edits. This action cannot be reversed.
Optional. Click Print, Save in Files, or Email at the top of the window.
Tip: We recommend you print or email the signed document before clicking Save in Files. Documents cannot be emailed within Neo from the Files tab.

Note: If you are prompted to enter a 4-digit PIN but do not know the PIN:

If you are not the provider, please see the provider or your practice administrator.
If you are the provider and have forgotten your PIN, you can save a new PIN to your profile. Click your username, select Edit My Profile, click Edit Signature, enter a new PIN, and save your changes.