NextGen Knowledge Center

Manage Signees

You can create or revise a list of signees for a document from the Manage Signees window.

If you access the Manage Signees window by selecting Add/Remove Signee(s) after you select an action set from the Provider Approval Queue (PAQ), the providers in that action set appear in the Selected pane.

  1. To search for a provider, enter the name in the (Provider Search) box in the Available section.
    You can enter the first few letters of any part of the name to display names that match your search criteria.
  2. In the Available pane, select the name of each provider who should sign off the document, and then select Add.
    The added providers appear in the Selected pane.

  3. To remove a provider from the Selected list, select the provider's name, and then select Remove.
    The name moves back to the Available pane.
  4. To add another provider to the Selected list, repeat step 2.
  5. When your list of selected signees is complete, select Save.