Review Documents Assigned To An Inactive Provider

Version 14.19

Documents Assigned to an Inactive Provider

There may be a time when a provider leaves a practice and the provider has been set to Inactive in the Staff/Provider directory. However, there may be documents that need to be reviewed and completed. The steps below will instruct how to review and complete scanned documents that remain with the inactive provider.  

Locate Documents Using the Docs Search

  1. Click the Docs button on the Smart Toolbar.
  2. Click the Search button.
  3. If not selected, click the All radio button in the Dates field.
  4. Select the "Not Reviewed" only checkbox.
  5. Click the Search button.

  1. Click the filter icon on the Staff Addressee column and select the staff member to whom the document was assigned.
  2. Highlight the document and click the Use Selected Document button.

  1. Click the Mark Reviewed button.
  2. Click OK on the Confirm window.
  3. Click the Search button to return to the list and repeat the steps.
Version 14.10

Documents Assigned to an Inactive Provider

There may be a time when a provider leaves a practice and the provider has been set to Inactive in the Staff/Provider directory. However, there may be documents that need to be reviewed and completed. The steps below will instruct how to review and complete scanned documents that remain with the inactive provider.  

Locate Documents Using the Docs Search

  1. Click the Docs button on the Smart Toolbar.
  2. Click the Search button.
  3. If not selected, click the All radio button in the Dates field.
  4. Select the "Not Reviewed" only checkbox.
  5. Click the Search button.

  1. Click the filter icon on the Staff Addressee column and select the staff member to whom the document was assigned.
  2. Highlight the document and click the Use Selected Document button.

  1. Click the Mark Reviewed button.
  2. Click OK on the Confirm window.
  3. Click the Search button to return to the list and repeat the steps.