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Setting up client and employee signatures at clock-out

How to turn on the client (care recipient) and employee signatures collected at clock-out, what caregivers see, why enabling it doesn't force a signature, and how to require signatures for only certain clients using an AI Shift Review rule.

Careswitch can collect two signatures when a caregiver clocks out of a shift: a Client (care recipient) signature and an Employee (caregiver) signature. Both are workspace-level settings an admin turns on. Here's how to enable them, what the caregiver sees, and how to handle "only certain clients."


Turn on signatures

Signatures are an agency (workspace) setting — not something a caregiver turns on. An admin with settings access enables them here:

  1. Go to Settings → Policies → Shift Signatures.

  2. Turn on Client approval ("Collect signature during clock-out") to capture the client's signature, and/or Employee certification for the caregiver's.

  3. Optionally edit the attestation text each person agrees to when they sign.

  4. Save.


What the caregiver sees at clock-out

Once it's on, the clock-out form shows a Verification section with a signature pad for each enabled signature — Client signature (labeled "Care Recipient Signature" on mobile) and Employee signature — along with the attestation text. If the client can't sign, the caregiver can check Client unable to sign and still finish clock-out.


Does turning it on force a signature?

No. Enabling it adds the signature step to clock-out, but it doesn't hard-stop the caregiver — they can always check Client unable to sign and complete the shift. No setting forces a signature to be collected. The closest thing is the default Missing Client Signature rule in AI Shift Review: when the review runs, a shift it judges to be missing a client signature is flagged and kept out of the automatic add-to-invoice flow. Treat that as a review gate, not a hard lock — it's an AI judgment (so it can miss one), the rule has to be present and set to "Blocking," and someone with billing access can still add the shift to an invoice manually. See How AI Shift Review Works.


Can I turn signatures on for only certain clients?

No. The client signature is a workspace-wide setting — it's on for every client or no one. You can't have the clock-out form ask some clients for a signature and skip others; every client's clock-out works the same. There's no per-client or per-service signature option.


Don't confuse this with AI Shift Review rules. A rule can name specific clients — but it only runs after a shift is completed, and all it does is flag that finished shift (and keep it out of automatic billing) when it was clocked out without a signature. It never changes what caregivers see at clock-out. So it's a back-end billing check you can scope to certain clients — not a way to require signatures for certain clients. See Writing AI Shift Review Rules.


Where signatures show up afterward

Office staff can review a shift's signatures on the shift's Care tab, alongside the caregiver's task responses and care summary. Where EVV applies, the client signature also flows through to Sandata.

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