Sign off a Multi-user Document
You must be a provider to sign off the document from the Encounter History or Categories tab. If you are a delegate for a provider, you must sign off the document from the Provider Approval Queue (PAQ).
You cannot reject a document you open from the Encounter History or Categories tab; you must reject it from the PAQ.
If you need to revise the document that was sent to you for signoff, the best practice is to regenerate the document from the patient chart using the applicable template. If you edit the current document directly by entering free text, your changes are overwritten if another user regenerates the document.
Regenerating the document disables multi-user signoff and removes the document from the PAQ of all signees. The document is returned as a single-user signoff document to the PAQ Pending tab of the encounter provider for review. The encounter provider may initiate multi-user signoff for the regenerated document.
- In the Encounter History or Categories tab, locate the patient encounter that contains the pending document, and select the document.
The document opens in a tab in the main window.
- You can view the electronic signatures at the bottom of the document.
- You can view the document and signee signoff status by hovering over the Accept button (with the three check marks).
- To view existing comments, right-click the document in the Encounter History or Categories tab, and select Provider Sign-off Details.
The previous comments appear in the Provider Sign-off Details window.
- To sign off the document, select the three blue check marks. The check marks turn gray, and the document is removed from the PAQ Pending tab of the provider signee. The electronic signature of the signee is added to the document and the signing status is updated in the information displayed by the Accept button.