Overview
Designate reviewers to sign off on your forms and charts; great for medical directors, nurse practitioners, and other supervisors to review treatment notes for quality and compliance.
Form Builder
To enable this feature, go to your Forms & Charts templates. Whether you’re creating a new form or editing an existing one, you’ll find the feature in the settings section of the form builder. To enable sign off, simply click the toggle next to “Require sign off.”
NOTE: This feature is part of advanced charting, which is a paid feature (see pricing here).
Submitting for review
When the form (or chart) has sign-off enabled, your staff will see a “Submit for review” button when complete the form. Clients will not see a difference between forms that are submitted for review vs. marked as complete.
Once a sign-off-required form is submitted, its status is updated to “needs review.”
Approving a form (or chart)
Required Permission Settings
To sign off on forms and charts, your reviewer must have the following permissions:
Approve & sign off
Documents: View & Edit
Optional Permission Settings
Bypass approval process: If you want the approver to be able to skip having others review the documents they fill out
Bulk approve & sign off: Allows user to mark forms or charts as “approved” without having to open them
Bulk completion: Allows user to mark as “completed without review” - useful for businesses that don’t require approval on 100% of charts
To review and sign-off on forms and charts
Navigate to the Clients > Forms & Charts. The default view shows the forms and charts that need review at the current location
Adjust the filters and date range to your desired area of focus. Shuffle the order for a random sample. Select some or all forms to wish to review and Start review queue
Approve & sign for sign-off or skip each form until you’ve completed the queue, adding comments where you’d like
You can also select the menu in the top right and “Add note” to add a specific, time-stamped note to any particular field on the form.
Once approved, the form status is updated to “completed,” and you can view any comments and the reviewer’s signature.
Other ways to complete forms & charts that have been submitted for review
If you don’t wish to launch the Review queue and have permission, you can also select some or all forms on the list and:
Mark as complete - Mark forms as “Completed without review”, a great option to clean out the queue for businesses that do not require 100% of forms & charts to be approved
Sign all - Marks all forms as “Completed” without needing to open each one individually