We understand how important efficiency is for clinical teams, especially for supervisors who need to sign multiple clinical documents at once. This guide will walk you through how to set up and use the Bulk Signature feature in your user profile.

Reminder: Only the following user roles can be assigned as supervisors in TiQ 

• Clinical Admin
• Account Owner
• Therapist

Enabling Bulk Signature Feature

From The Navigation Bar, navigate to Team Manager and select or search the Team Member you would like to give the Bulk Signature permission to.

On the profile settings locate the Permissions section. Under the clinical documents permissions select the 'Bulk Signatures' checkbox to activate the bulk signature ability for the user.

NOTE: This checkbox will be enabled only for roles that can be set as supervisors: Therapist, Clinical Admin, Account Owner.

IMPORTANT: To utilize the bulk signature feature, the team member needs to be listed as a Supervisor on another user profile

Using Bulk Signature feature

Navigate to your Dashboard and select the specific document type you need to sign in bulk.

Select the checkboxes for the documents to sign

Once you've selected the documents, the Bulk Signature button will now read Sign Selected.

A bulk signature pop-up will appear with the Date and the Qualified Supervisor fields auto-filled by default.

NOTE: If a team member has more than one supervisor, additional supervisors can be found in the drop down of the Qualified Supervisor field. By default, this field will auto-populate to the first supervisor listed in the team member's profile and it will populate the supervisor, no matter the roles.

Add a Supervisor Signature. This field is required.

NOTE: If you have a pin-based signature you can also add it by typing your pin.

Select the Confirm button.

NOTE: Once you select the Confirm button, the popup will close and the selected forms will be signed.

If Cancel is selected no forms will be signed.