Sign and Date Multiple Notes (Supervisor Screen)

Sign and Date Multiple Notes (Supervisor Screen)

Overview

Many organizations have scenarios where a rendering provider is overseen by a supervisor who is, in turn, required to sign and date the rendering provider’s note. Chances are good that such a supervisor might have to review quite a few notes created by the folks they oversee. To help supervisors batch their work, PsychEase provides the Supervisor Screen for batch review and signing-and-dating of notes. 

NotesNote: this process does not allow a supervising provider to sign and bill notes. However, the system can be configured to allow the rendering provider to sign and bill, and automatically create a follow-up for the supervisor to sign-and-date. For help setting up this automation, or other support needs, contact support@tmdtigroup.com.

Step-by-Step

  1. Right-click anywhere in a note and click Supervisor Screen
    1. The Supervisor Screen opens containing your to-do list items

  2. Select the checkboxes next to the notes you wish to review
    1. You can search, sort, and filter to make this easier
  3. Click Review
    1. The notes you selected open in a batch with the first note displaying on the screen

  4. Review the contents of the note and make a decision:
    1. Note is not ready for signature: click the X icon in the upper left corner. A red strikethrough appears and the note remains in your to-do list. Proceed to the next step.
    2. Note is ready for signature: proceed to next step
  5. Toggle to the next note and repeat the prior step
    1. You eventually reach the end of the batch

  6. Click Sign & Date
    1. The Notes Have Been Processed window appears
    2. This action signs all of the remaining reviewed notes for which you did not click X
    3. The tasks related to the notes you signed disappear from your To-Do List upon refresh

Alert
NOTE:  A supervisor signature line MUST be included in each form that a trigger for supervisor review is assigned to.  Otherwise, the supervisor signing off on a to-do effectively does nothing except make an entry in the database.