Approver Override

You can add or remove approvers to a document that has already been routed using the instructions below.

Note:

• The functionality of this form requires the latest version of myAvatar middleware.
• Treatment plan documents must be in a Pending state to show on this form.

1. Go to: Avatar PM > RADplus Utilities > Document Routing > Approver Override.
2. In the Form Type field, select the database that contains the entity that approver override will be enabled for.
3. In the Entity field, enter the entity that approver override will be enabled for. Select the appropriate entity from the list of matches.
4. In the From Date and To Date fields, enter the date range for approver override.
5. In the List of Documents field, select the documents that approver override will be enabled for.
6. Click the Display Document button to display the document that approver override will be enabled for.
7. The List of Approvers field displays the approvers that are already set up for the selected document.
8. Click the Update Approvers button to add or remove approvers to the selected document.
9. When finished, click Submit.

► Test Scripts

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

• myAvatar NX Test Script - PM - Approver Override.docx