Request Secondary Approval

NextGen Behavioral Health Suite Help 5.5

Provide Secondary Approval

A Signature Required task in your Inbox indicates you have documentation to review for secondary approval. From your Inbox, select the Signature Required task. Note: Due date, client name and template name are displayed to assist in locating the appropriate task. For signature tasks, the due date is the encounter date for easy reference. Select Chart. The client’s chart opens to the template listed in the description that has the documentation to approve. From the Signature (Tasking Supervisor/Staff for review and signoff) panel, select in the first field to select your approval role and then select OK. If your specific role is not listed, choose the role that most closely describes your role for this documentation. However, if you are not configured for other roles, then select Staff. Your name and the current date and time display in the respective fields. To enter a title, select in the remaining field and enter free text. Signature (Tasking Supervisor/Staff for review and signoff)

NextGen Behavioral Health Suite Help 5.5

Tasking Supervisors and Staffs for Review and Signoff

You can use the Signature (Tasking Supervisor/Staff for review and signoff) panel to request secondary approval or attestation from another user. You can send a task to the approver requesting approval. The approver can use this panel to add their electronic signature and generate a Signature Attestation document that is separate from the template document. By having a separate document for attestation, staff can review and attest even after the client has signed the original template document with a signature pad. Note: Only use the Signature (Tasking Supervisor/Staff for review and signoff) panel when you need secondary approval. When secondary approval is not needed, skip this panel as the system electronically signs the document for the provider completing the template. Request Secondary Approval Provide Secondary Approval Parent topic: Managing Basic Details for Behavioral Health Suite

NextGen Behavioral Health Suite Help 5.5

Task Supervisor/Staff for Review and Signoff

The table provides information about the tasks related to the Signature (Tasking Supervisor/Staff for review and signoff) panel. You can request secondary approval or attestation from another user, through the Signature (Tasking Supervisor/Staff for review and signoff) panel. To generate the document, select Generate Document. Tasks Related Topic Request Secondary Approval Request Secondary Approval Provide Secondary Approval Provide Secondary Approval Parent topic: Document the Patient's Intake Notes Using the Comprehensive Assessment Templates Parent topic: Document Patient's Mental Health Details Using the Brief Assessment Template Parent topic: Document Integrated Service Plan Information Parent topic: Document Patient's Trauma History using the LEC-5 Interview Template Parent topic: Document Nutritional Assessment Information Parent topic: Document Serious or Traumatic Life Events Parent topic: Managing Patient's Addiction Details Parent topic: Document the Patient's Psychiatric R

NextGen® Adaptive Content Engine Help Enterprise 8

Enter Document Signatures

Multiple people may be required to sign the note. Security on this panel is set up so that only the person who checks a signature line can alter it in any way. The name of the user who is logged into the computer appears in the name box, along with the date of the signature. You can then send the template to the next person who has to sign off. In the Signatures panel, place a check mark next to the applicable label(s). Click Credentials field to enter or modify any Credentials to further identify a signature. If appropriate, select N/A to indicate that a signature is not applicable and clear the associated field of anything that may have been entered in that row. Click the Send Task button to forward the template to the next person in line to sign off. If your signature does not fall under the preset options, click the Name field in the Additional Staff section. If required, enter Credentials and Comments. Click Add. Parent topic: Screening and Admission Visit Workflow

NextGen® Therapy Suite Help 30.3.13.0

User Defined Signoff

Use this section to configure additional sign-off options to suit the needs of your practice. There are four user-configurable signature fields. Select a row in the grid. Enter the label that you want to see for the checkbox on Single Visit (for example, Additional Therapist, External Physician, Ordering Physician, or Treatment Coordinator). User Defined Signoff grid in the Security Groups and Sign Off section of the System Config template If you want the document to show a heading above that signer’s name, enter it in the field below the Doc Header column. Note: NextGen Healthcare suggests text that indicates that the person signed electronically. Assign permission based on the signoff rights at the top of the NTS System Config template. You can select 'ALL'. Use the Yes checkbox below the Generate Doc column to specify if you would like new documents to be generated when that sign off checkbox is checked. If you want a task to fire upon signoff, to let additional users know the docum

NextGen® Adaptive Content Engine Help Enterprise 8

Submit a Request to Supervising Therapist for Review

The Submit to supervising therapist for review check box enables you to request a review from the supervising therapist and sign-off on the daily treatment notes when a PTA does the exercises and therapies with the patient. On the Objective tab, navigate to the Documents and Printing panel. Select the Submit to supervising therapist for review check box. To change the treating therapist, click the field and select from the corresponding list. The Treating therapist field displays the currently selected provider. The Select Task Recipients window opens. Select Task Recipients From the left pane of the Select Task Recipients window, select one or more users listed under the appropriate practice(s). Click the Add User(s) button to move the selected user(s) to the right pane. Click OK. Parent topic: Documents and Printing

Request Secondary Approval

Recommendations

Provide Secondary Approval

Tasking Supervisors and Staffs for Review and Signoff

Task Supervisor/Staff for Review and Signoff

Enter Document Signatures

User Defined Signoff

Submit a Request to Supervising Therapist for Review

Provide Secondary Approval

Tasking Supervisors and Staffs for Review and Signoff

Task Supervisor/Staff for Review and Signoff

Enter Document Signatures

User Defined Signoff

Submit a Request to Supervising Therapist for Review