Depending on your regional or local requirements, practitioners may need to sign certain documents within Cliniko.
At this time, only practitioner signatures can be applied to invoices but we plan on adding additional templates and documents to the list.
This guide will walk you through creating a practitioner signature and automatically applying the signature to future invoices.
🚨 Just note: You cannot create signatures on behalf of other users.
Adding your signature
To add a digital signature, head to “My Info” (underneath your name):
From here, scroll down and select the "Add signature" button (underneath the "Change your password" section):
Once selected, you'll be brought to the Change your signature page, where you can add your signature:
Use the Clear option to reset, otherwise, once you're happy with your signature, make sure to select Save.
You'll now need to verify your password:
Now that your signature has been added, you'll want to change how your digital signature is applied to invoices.
Automatically add signature to invoices
By default, practitioner signatures are not automatically applied to invoices. To change this setting, practitioners will need to head over to "My Info" within the Cliniko (underneath your name):
From here, select "Edit your practitioner settings":
Under "Sign invoices", you'll then see the following options:
Just note: this setting cannot be changed by other users. Only the practitioner themselves can change how their signature is automatically applied to invoices.
Sign invoices options:
None: the practitioner’s signature will not be applied in any way;
Invoices assigned to this practitioner by anyone: the practitioner’s signature will be applied automatically regardless of the user who created it;
Invoices this practitioner assigns themselves to: the practitioner’s signature will be applied automatically only if the practitioner creates or later assigns an invoice to themselves.
Once an option has been selected, make sure to save your changes by clicking "Update practitioner" at the bottom of the page.
Adding a signature to an invoice
Once the practitioner has adjusted their sign invoice settings, depending on their selection, you can now generate patient invoices with their signature.
To do this, create a new invoice and make sure the correct practitioner is assigned:
From here, continue to add any additional details to the invoice as usual (appointment date, billable items, discounts, payments etc.).
Once the invoice is created you'll see the practitioner signature automatically included:
If you are not the assigned practitioner and their signature is missing, you'll want to check with the practitioner to see if a signature has been added and their Sign invoices setting is not set to "None" or only sign "Invoices this practitioner assigns themselves to".
How the signature appears on the generated invoice PDF:
Once a practitioner signature has been applied to an invoice, it cannot be altered. If the practitioner updates their signature via their settings or the practitioner is set to inactive, the original signature will remain unchanged. Of course if the assigned practitioner is changed, the signature will be replaced (if set-up to be applied).
A log of these signature changes can also be found in the invoice change log:
If you run into any problems changing your signature settings or applying a signature to invoices, please reach out to the support team 💬.