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Pending Signatures

Overview​

Pending Signatures are reminders that a signature is required for one or more documents related to your client’s case. When PCH needs a signed document, we notify you here and provide quick actions to review and sign.

Pending Signatures

What each card shows​

  • Title: "Pending Signatures".
  • Message: Indicates a new pending signature request.
  • Patient: Client name tied to the request.
  • Contact: Phone number and email for reference.
  • View Documents: Buttons to open the specific documents (e.g., HIPAA Privacy Practices, Pacific Crest Lien, Terms and Conditions).
  • Sign: Primary action to complete the required signature(s).
  • Timestamp badge: Relative time since the request was created (e.g., "1 week ago").

Behavior​

  • Reminder: When a signature is required, a reminder entry appears in the Activity feed.
  • Visibility: You’ll see items for cases you can access. The card remains until the signature process is completed.

How to complete a signature​

  1. Optionally click any View Documents button to review the document content.
  2. Click Sign to open the signing flow.
  3. Follow the prompts to complete and submit your signature. The feed will update once completed.

Tips​

  • Multiple documents: Some requests include several documents; review each as needed before signing.
  • Audit trail: The Activity feed records signature events for history.

Troubleshooting​

  • Sign button not working? Refresh the page and try again; verify you still have access to the case.
  • Can’t find the request? Clear search and scroll; confirm the signature request is still pending.