Version 20.18
About
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
- Click Visit Info in the Encounter or Well Visit's navigation panel.
- Use the Supervised by drop-down to select the signing Provider.
- When the note is complete, navigate to the Summary tab and click the Finalize button.
- 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 shaded 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
- Click Well Visits or Encounters in the Main Navigation Panel, to open the Clinical Work window.
- Notes finalized by the Mid-Level Provider and waiting to be cosigned are displayed with a shaded background.
- Notes not finalized by the Mid-Level Provider are displayed with a white background.
Note: If you are a Provider cosigning notes, the Staff column will display the Mid-Level provider who charted the note. |
- Select the note, and click the Edit button and review the visit documentation. See the Note box below for information on how to bulk cosign Visit Notes.
- Click Summary in the Window Navigation panel.
- Click the Cosign button.
- Click OK in the confirmation window to complete the cosign workflow.
Note: To bulk cosign Visit Notes, select the checkbox next to each Note that should be cosigned before clicking the Cosign button at the top of the Clinical Work window. A confirmation window is displayed asking if you're ready to cosign all of the selected notes. Click OK. The notes are finalized and each Note Summary includes an entry in the Providers section indicating the Note was part of a bulk consigning. This functionality is not intended to be a daily best practice or a replacement for consigning Visit Notes individually. |
Version 20.17
About
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
- Click Visit Info in the Encounter or Well Visit's Window Navigation panel.
- Use the Supervised by drop-down to select the signing Provider.
- When the note is complete, click the Finalize button on the Summary tab.
- 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 shaded 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
- Click Well Visits or Encounters in 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 shaded background
- Notes not finalized by the mid-level provider appear with a white background
Note: If you are a Provider cosigning notes, the Staff column will display the Mid-Level provider who charted the note. |
- Select the note, and click the Edit button and review the visit documentation. See the Note box below for information on how to bulk cosign Visit Notes.
- Click Summary in the Window Navigation panel.
- Click the Cosign button.
- Click OK in the confirmation window to complete the cosign workflow.
Note: To bulk cosign Visit Notes, select the checkbox next to each Note that should be cosigned before clicking the Cosign button at the top of the Clinical Work window. A confirmation window is displayed asking if you're ready to cosign all of the selected notes. Click OK. The notes are finalized and each Note Summary includes an entry in the Providers section indicating the Note was part of a bulk consigning. This functionality is not intended to be a daily best practice or a replacement for consigning Visit Notes individually. |
