Setup signature capture devices

Estimated reading: 2 minutes

Learn how to set up approved signature capture devices to integrate with Cornerstone.

Before you start

Security

Setup

Important!

  • External signature capture devices should be connected to the workstation prior to using the connection tool.

Uses for signature capture devices

  • Collect and store staff signatures to use with documents.
  • Have clients or staff electronically sign an estimate or document.
  • Capture a client’s authorization when making a payment on account or when posting an invoice if your practice uses an integrated electronic payment solution.
    Note: This type of payment will needs to be enabled in the payment type setup.

Setup signature capture device

Navigate to Tools > Signature Capture Device.

Select the type of signature capture device you have and following the specific instructions for each device below.

SigLite LCD

  1. If not already plugged into an available USB port on your workstation, connect the device.
  2. Click Test Connection to confirm the device is communicating with Cornerstone. Sign on the signature capture device and click OK.
    Note: Only Capture in progress… will display. The signature itself will not show up.

ClipGem/SigGem

  1. Enter the appropriate port number. This can be obtained from the Windows Device Manager.
  2. Click Test Connection to confirm device is communicating with Cornerstone. Sign on the signature capture device and click OK.
    Note: Only Capture in progress… will display. The signature itself will not show up.

Touch Screen

After selecting the device, click OK. Setup is complete.

Additional information

For information on purchasing an approved external signature capture device, call 1-800-283-8386. 

For assistance setting up an external device, contact Cornerstone support at 1-800-695-2877. 

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