Service Notes CoSign

PATH:
Reports
>
ROLE PRIVILEGES NEEDED: <udl-white>Service Note CoSign Report<udl-white> | <udl-white>Ability To Co-Sign<udl-white>

NOTES NOT CO-SIGNED | DROP DOWN OPTIONS | VIEW SERVICE NOTE / ASSESSMENT | APPLY CO-SIGN SIGNATURE | REPORTS

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:  

  1. Reports
  2. 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

NOTES NOT CO-SIGNED <returntomenu>menu ↑<returntomenu>

Check the box for “Notes not co-signed”

Select the <btn>   Search   <btn> button

DROP DOWN OPTIONS <returntomenu>menu ↑<returntomenu>

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.

VIEW SERVICE NOTE / ASSESSMENT <returntomenu>menu ↑<returntomenu>

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.

APPLY CO-SIGN SIGNATURE <returntomenu>menu ↑<returntomenu>

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.

REPORTS <returntomenu>menu ↑<returntomenu>

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.

Interactive Tutorial