When you are ready to close an encounter, you need to sign it. Signing the encounter locks its contents so they can't be unintentionally modified.

When you sign an encounter the following actions can occur:

  • Vitals are saved to the Vitals section of the patient summary.

  • Prescriptions move to Active Medications.

  • Diagnosis are added to the Medical History.

  • Provincial and private bills show in the Visits dashboard.

  • Private bills appear in the Balance Due and Private Billing sections of the patient's chart.

  • Provincial bills appear in the Insured Billing section of the patient's chart. Depending on the province you bill from, signing the encounter may have other actions.

  • Letters and forms with signature variables populate the provider's signature.

    📌 Note: A user can generate a signed letter or form on behalf of the provider.

  • Patient data variables update the linked data point in patient data. For more information, see Using instant variables and Using data variables.

Signing an encounter is different from saving; as you enter data during an encounter, your changes are saved every ten seconds. Auto-save, or manually clicking Save, does not interfere with your ability to modify the encounter record, including undoing changes.


1. At the bottom of the encounter record, click Sign.

2. A confirmation window appears. Select if you want to update current medications.

3. Click Sign, and your encounter is now signed.

📌 Notes:

After you sign the encounter, an Addendum field appears near the bottom of the encounter. You can add notes to the encounter in this field without unlocking the encounter (see Adding an addendum to an encounter).

Updated April 29, 2022

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