We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Cosign a Note

Version 14.19

Overview

If it is required that mid-level providers need a provider to cosign notes, then the steps below will complete this workflow. It is important to note that for any well or encounter visit which requires a cosignature, the mid-level provider must select the provider in the Supervised by field on the Visit Info tab. This will streamline the workflow and place the note to be signed by the provider in the proper tab.

Note: If the mid-level provider requires notes to be cosigned in the Staff/Provider directory, the Need cosigner checkbox must be selected for their user profile.

Mid-Level Provider Cosign Workflow

  1. Starting from an Encounter or Well Visit note, click the Visit Info tab.
  2. Click the Supervised by dropdown arrow and select the signing provider.

  1. When the note is complete, click the Finalize button on the Summary tab.
  2. Review notes from the Encounters or Well Visits tab of the Schedule and Practice Workflow window.
  • Notes cosigned are removed from the Encounters or Well Visits tab.
  • Notes that are finalized and waiting for cosigning will appear in the Encounters or Well Visits tab with a green background.
  • Notes that are not finalized appear in the Encounters or Well Visits tabs with a white background.

Provider Cosign Workflow

  1. Review notes to be cosigned from the Encounters or Well Visits tab of the Schedule and Practice Workflow window.
  • Notes finalized by the mid-level provider and waiting to be cosigned appear with a green background.
  • Notes not finalized by the mid-level provider appear with a white background.

Note: If cosigning notes, the Staff column will display the provider or mid level who charted the note.
  1. Click the Edit button and review documentation.
  2. Click the Cosign button on the Summary tab.
Version 14.10

Overview

If it is required that mid-level providers need a provider to cosign notes, then the steps below will complete this workflow. It is important to note that for any well or encounter visit which requires a cosignature, the mid-level provider must select the provider in the Supervised by field on the Visit Info tab. This will streamline the workflow and place the note to be signed by the provider in the proper tab.

Note: If the mid-level provider requires notes to be cosigned in the Staff/Provider directory, the Need cosigner checkbox must be selected for their user profile.

Mid-Level Provider Cosign Workflow

  1. Starting from an Encounter or Well Visit note, click the Visit Info tab.
  2. Click the Supervised by dropdown arrow and select the signing provider.

  1. When the note is complete, click the Finalize button on the Summary tab.
  2. Review notes from the Encounters or Well Visits tab of the Schedule and Practice Workflow window.
  • Notes cosigned are removed from the Encounters or Well Visits tab.
  • Notes that are finalized and waiting for cosigning will appear in the Encounters or Well Visits tab with a green background.
  • Notes that are not finalized appear in the Encounters or Well Visits tabs with a white background.

Provider Cosign Workflow

  1. Review notes to be cosigned from the Encounters or Well Visits tab of the Schedule and Practice Workflow window.
  • Notes finalized by the mid-level provider and waiting to be cosigned appear with a green background.
  • Notes not finalized by the mid-level provider appear with a white background.

Note: If cosigning notes, the Staff column will display the provider or mid level who charted the note.
  1. Click the Edit button and review documentation.
  2. Click the Cosign button on the Summary tab.