Processing unsigned clinical notes

From the practice dashboard, you can view and sign the clinical notes that have not been signed by you that should have been. A clinical note is considered to be unsigned by you if you are the primary provider and have not signed it. A clinical is also considered to be unsigned by you if the primary provider (someone other than you) has signed it, but you are the additional provider and have not signed it.

To sign clinical notes

1. On the Home menu, under Location, click (or tap) Overview.

   The location's Overview page (dashboard) opens.

2. Click (or tap) the Unsigned column of the Clinical Note Tasks box. A clinical note is considered to be unsigned by you if you are the primary provider and have not signed it.

   

   The Clinical Note Tasks page opens with the Unsigned tab selected.

   

3. By default, the Date Range is set to display patients with unsigned notes for the last 30 days, but you can change the date range to filter the list as needed. Select Today, Yesterday, Last 7 Days, Last 30 Days, Last 180 Days, This Month (since the first day of the current month), or Custom Range (specify the Start Date and End Date, and then click, or tap, Done).

4. Select a patient.

   On the right, the options for signing the corresponding clinical note appear. Under Sign Clinical Note for Patient [Patient Name], the procedures posted for the selected patient on the corresponding date appear for your reference. Also, the existing note appears for you to review.

   

5. To edit the note before signing it, click (or tap) Edit Note. In the Clinical Note dialog box, do any of the following as needed: modify the assigned tooth numbers (Th), change the Provider; change the Date; select, or change the Additional Provider; and edit the Note text, and/or insert notes from Templates. You can sign the note before saving the changes (in which case, ignore step 6) or sign it later. Then, click (or tap) Save.

   

6. To sign the clinical note on the Clinical Note Tasks page, select the Sign as [provider name] check box, enter your password in the Password box that appears, and then click (or tap) Sign Note.

   Note: The Sign as [provider name] check box is available only if a digital signature for the selected provider has been set up.

7. Repeat steps 3-6 as needed to edit and sign other clinical notes.