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Cosign a Note

Version 20.7

Overview

The workflow below describes the steps that a Mid-Level and Provider will take to finalize a Visit Note when a cosignature is required. It is important to note that for any Well Visit or Encounter 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, the Need cosigner checkbox must be selected in the Mid-Level's profile in the Staff/Provider directory.

Mid-Level Provider: Cosign Workflow

  1. Click Visit Info in the Encounter or Well Visit's Window Navigation panel.
  2. Use the Supervised by drop-down to 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 Clinical Work 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, by the mid-level provider, appear in the Encounters or Well Visits tabs with a white background.

Provider: Cosign Workflow

  1. Click Well Visits or Encounters, from the Main Navigation Panel, to open the Clinical Work 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.

NoteIf you are a provider cosigning notes, the Staff column will display the Mid-Level provider who charted the note.

  1. Select the note, and click the Edit button and review the visit documentation.
  2. Click Summary in the Window Navigation panel.
  3. Click the Cosign button.

  1. Click OK in the confirmation window to complete the cosign workflow.

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.