Careswitch can collect two signatures when a caregiver clocks out of a shift: a Client (care recipient) signature and an Employee (caregiver) signature. The workspace setting is the default, and individual payers can carry their own requirements. Here's how to enable signatures, what the caregiver sees, and how to require them for only some of your billing.
Turn on signatures
Signatures are an agency (workspace) setting — not something a caregiver turns on. An admin with settings access enables them here:
Go to Settings → Policies → Shift Signatures.
Turn on Client approval ("Collect signature during clock-out") to capture the client's signature, and/or Employee certification for the caregiver's.
Optionally edit the attestation text each person agrees to when they sign.
Save.
This is the workspace default — it applies to every shift unless the shift's payer has its own signature settings (see below).
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.
Requiring signatures for only some clients or payers
Signature requirements can be tailored per payer. Each payer either follows the workspace default or carries its own explicit settings — whether the client signature and the employee signature are required, and optionally its own attestation text (leave the attestation blank to keep following the workspace wording). Shifts follow the settings of the payer they're billed to.
Private-pay payers — open the payer's profile and edit the payer settings to switch from the workspace default to payer-specific signature requirements.
Insurance and other third-party payers — the same per-payer settings exist and are managed as part of the payer's configuration in Careswitch; your Careswitch account manager can adjust them if a payer requires different signature rules.
There's still no per-client switch — the unit of configuration is the payer. But since clients connect to payers through their policies, a payer-level requirement effectively covers all the clients billed to that payer. Payers can also tailor how care notes render — which signature blocks and attestations appear on the care-note PDF, and identifying details like the client's name or authorization number repeated on every page.
Separately, AI Shift Review rules can name specific clients — but a rule 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 change the clock-out form itself. 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.