Senior Sign

If you need to add a couple to SeniorSign, follow these steps to easily set up both residents in the system.

Adding a Spouse

Adding a Collaborator

In this article, we will walk you through the steps to add a new resident and provide helpful tips along the way.

Adding A Resident

Information reach the integrations for Senior Sign and auto-populating resident data.

Integration Guides - PointClickCare, MatrixCare and WelcomeHome

MatrixCare Troubleshooting Tips

Adding a New Resident via MatrixCare. Easily populate residente data with MatrixCare connection.

Importing a Resident from MatrixCare

Adding a New Resident via PCC. Easily populate resident data with PCC connection.

Importing Resident from PointClickCare (PCC)

You may need an existing resident to sign an updated care plan or maybe some transfer paperwork. Here's how to add an additional packet.

Adding an Additional Packet to an Existing Resident

Learn more about what the different statuses mean on the Resident Dashboard.

Status on Packet

Link residents and then export their completed documents to appear in PCC.

Export to PCC

SSO Support

To ensure that document categories flow correctly into Senior Sign, you will need to configure them in PointClickCare.

How to Add Document Export Categories in PointClickCare

How to Manage Document Export Categories in Senior Sign

How to Upload Signed Documents to Senior Sign

This article covers key technical details to ensure smooth access. Feel free to forward it to your IT team.

Technical Setup for Senior Sign

Let's review how to prepare documents for signature in Senior Sign.

Preparing Documents

Troubleshooting Email Error Codes

How to avoid and resolve email conflicts related to resident and collaborator roles in Senior Sign?

Signer Sessions protect your packets and documents from accidental overwrited when two or more signers open the same document at the same time.

Signer Sessions: Prevent Conflicting Edits During Remote Signing

User Management & Permissions Guide

Corporate & Community Users

Contact Us

Find answers and get help from Intercom Support and Community Experts

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