When assigning forms, your EngagedMD portal will now default patients and staff users into the “Form Settings” section when there is a predictable way to identify the right user.
Previously, eSign workflows were fairly rigid which allowed for a lot of assumptions and defaults that “simplified” the process. Our new and improved CareXP platform brings a lot of new flexibility around role assignments, but we still want to reduce clicks and cognitive load for users on routine assignments.
