Signing on Behalf of the Appointment Clinician's Daily Note
Signing on Behalf of the Appointment Clinician's Daily Note
If the appointment clinician is not able to sign a document they have completed, another clinician can Sign on Behalf of the appointment clinician.
Another clinician can also transcribe documents for the appointment clinician.
To Sign on Behalf of the Appointment Clinician
You can assign the document to yourself and open using one of the three ways below:
- Within the Therapist Work Queue so the document will then show in your assigned items
- Within the Documentation tab of the patient's case
- To get to the Documentation tab from the Patient's Appointment pop up on the Schedule:
- Click on the Spy Glass icon in the Documentation section of the Appointment pop up.
Assign the document to yourself or the clinician that will be signing the document by:
- Click in the box to type the clinicians name
OR
- Click the arrow to the right of the drop down to select the clinician from the list of users
**Note: The 'Open Document' button will only be available if the document is assigned to you in this section
Click on Open Document
Review the SOAP note data entered by the appointment clinician, then navigate to the Billing Review & Signature tab
Scroll to the Signature section of the Billing Review & Signature tab.
Choose one of the following options:
- I am signing on behalf of the appointment clinician
- I contributed as a transcriptionist only
- I participated in treatment
Enter your PIN and click Sign and Submit
