What account configurations can be changed?

Clinic staff can request the following account configuration changes for the EngagedMD portal.

1. Update or Customize the Default Signing Order
2. Set the Default for Document Markup (either on by default or off by default)
3. Set the Default for Authentication on Form
   1.  
      • Can be on a per form basis or the entire account
      • Choices: None, SMS, or ID Verification  (this can be adjusted on a form by form basis, but if you want the default for any new form created to be SMS or IDV or None, we can control that)
4. Email Customizations
5. "Blocked by" Modules are considered completed if either the  Primary Patient or All Patients complete the module
6. Enable or Disable pre-populated signer information when adding Form Assignments

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For questions or concerns, please reach out to our Support Team.