Signing Supervisee's Notes from the Clinician Reminder Sheet

Signing Supervisee's Notes from the Clinician Reminder Sheet

This knowledge base will cover the workflow of how to check by your supervisee's notes still requiring signatures, and how to sign either individually or all notes at once.


1. Start by selecting the number of days to search for notes. If it has been a while since this report was last checked, our recommendation is to start with a smaller number of days, as searching further back into the calendar may cause delays in loading as the results are found. 

2. Select the Notes belonging to Supervisee(s) radio button.

3. Next, click the radio button Ready for Your Signature. 

  1. My Notes can be used to find notes of your own that are unfinished and/or unsigned. 
  2. Notes with Me as Bill Under Supervisor can be used to find notes belonging to your bill under supervisee(s) still requiring signatures. A bill under supervisee is defined in Settings & Directories under the Provider Payer Rules tab.
           


  1. Service Code Changed from B/P Report can be used to find notes belonging to you and/or your supervisee(s) where the service code was changed from the Billing/Productivity Report.
 
4. Click  to select the note type(s) you want to search (optional). You can show a specific note type by selecting the box next to it. By default all boxes are unchecked and all note types will show in the list of notes needing your attention. 

 

5. Click Refresh to run the report. Depending how far back you're looking, results may take a moment or two to load completely. 

6. All results will be itemized in the listing below. You can click on any note to view it and furnish your supervisor signature. The buttons to the right of each line item will navigate you to the patient's Patient Accounts, Chart, and Note, respectively.  

7. If there are multiple notes to be signed and you do not wish to examine them note-by-note, consider clicking to Sign Supervisee's Notes, which will electronically sign all notes at once. Depending on how many notes are in the found set, this may take a few moments to complete. The report screen will flash as each note is signed before returning to the main Clinician Reminder Sheet view.