Process Signed Documents Window (Face-to-Face)

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Process Signed Documents Window – Face-to-Face Tab

Transactions>General>Process Signed Documents

Note: To access the Face-to-Face tab of the Process Signed Documents window, you need to have the appropriate privileges granted by the Netsmart Homecare administrator.

With the Face-to-Face tab of the Process Signed Documents window, you can record the receipt of signed face-to-face documents for the selected physician in the specified period. For the Physician Portal users, all the signed face-to-face documents appear automatically with the Signed status and the E check box selected. If necessary, you can reject face-to-face document and specify the reason.

For each face-to-face document, you can view patient's name, form of the document, date of printing, status, and date of signature (if any). For more information, see Processing Signed Face-to-Face Documents.

Processing Signed Face-to-Face Documents

If you received the face-to-face document with the physician's signature, you need to mark its status as Signed.

1.	Go to Transactions>General>Process Signed Documents, and then click the Face-to-Face tab.

2.	Select the physician for whom you want to process the face-to-face document, if needed, change the default date range.

3.	Select the appropriate status for the face-to-face document:

>	Signed – To indicate that the face-to-face document has been signed. For the Physician Portal users, all the signed face-to-face documents automatically appear with the Signed status and the E check box selected.

Rejected – To reject the face-to-face document. When rejecting, specify the reason.
The rejected face-to-face document is retained for historical purposes, you can generate the new one and then process it again. The rejected face-to-face document appears in Orders>Demand Documents>Face-to-Face Documents and Patient>Documents>Face-to-Face Documents.

4.	Save your changes.