Screen Pinning for Document Completion
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
Screen Pinning for Document Completion
Enabling Guided Access or Screen Pinning on your mobile device gives you the power to lock the device's screen, thus preventing the user completing the document from accessing any other apps or functions other than completing a document.
Video Tutorial:
Step-By-Step Tutorial:
- Begin on the desired patient document tab
- Select the document you wish for them to complete
- Select Complete Form
- Enable Guided Access/Screen Pinning per your device settings
- Hand the device to the patient; they will now complete their document
Note: The document while in screen pinning will be timestamped with the provider user's information. We recommend placing a name and signature on all forms that you will be using guided access/screen pinning for.
- Once their document is complete, the patient will hand the device back in it's current locked state
- Disable Guided Access/Screen Pinning per your device settings
- Enter Passcode
- Select End or Unpin to fully exit Guided Access/Screen Pinning
