You now have a report that identifies all Service Notes that require a co-signature. Currently, the report will give you a listing of notes for PT, OT and/or ST, identifying all notes for PTA, OTA and STA that require a co-signature. You can run this report as follows: Reports > Service Notes CoSign Report.
Select the drop down <btn> All Items Checked ▾ <btn> to the right of Agency to choose your agenc(ies).
Select one or multiple/all disciplines (defaults to all disciplines checked)
Enter from/to date range
Check the box for “Notes not co-signed”
Select the <btn> Search <btn> button
Services Notes that require a primary discipline to cosign the note display in the grid based on your search and filters. You can review the Service Note by hovering over the "View actions" icon<icon-action>xxx<icon-action> for the note you need.
Pop-up listing of options display. Select the <icon-magnify>xxx<icon-magnify><udl-orange>View Service Note/Assessment<udl-orange> link from the pop-up list. The Service Note displays on the screen.
You can co-sign the Service Note by hovering over the "View actions"<icon-action>xxx<icon-action> icon for the note you need.
Pop-up listing of options display. Select the <icon-editpencil>xxx<icon-editpencil><udl-orange>Apply Co-Sign Signature<udl-orange> link from the pop-up list.
The signature box displays on the screen letting you sign/accept the signature.
Service Notes CoSign Report <btnw> PDF ▾ <btnw> includes:
Service Notes CoSign Report <btnw> Spreadsheet ▾ <btnw> includes:
Select the <btnw> Export <btnw> button when you have finished setting all of your options.