How do I make client and employee signatures required for visits? | Scribe

How do I make client and employee signatures required for visits?

  • Joe Harrison |
  • 10 steps |
  • 21 seconds
  • GeohGeoh
1
Navigate to [https://portal.geoh.app](https://portal.geoh.app/dashboard/work-list?category=visit_check_in_missed)
2
Click "Agency Management"
3
Click "Agency Settings"
4
Click the "Edit" button.
5
Scroll down to the bottom.
6
Click into the "Visit Verification Party" field.
7
Click the drop down arrow in the "Visit Verification Party" field.
8
Click either "EMPLOYEE" or "Client" to add the requirement alongside the other. (Note: Must have at least one in the field at all times.)
9
Scroll up to the top once all desired requirements have been selected.
10
Click "SAVE"