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.
- Select Add.
The information entered displays in the grid.
- To modify information you entered, highlight the row and select Update.
- To clear information you entered from the grid, select the row and select Remove.
- Select Signature Attestation to generate the Attestation document.
The generated document displays all signees that have completed the attestations.
