Review and co-sign progress notes

Display and approve progress notes. Progress notes To-Do items can also be co-signed from the To-Do list on the main myAvatar CWS screen. The user selected in the User To Send Co-Sign To-Do Item To field can co-sign a progress note.

Prerequisites:

• The note type extended dictionary (data element - 10751.1) Notes Requires Co-Signature must be set to Yes.
• The User To Send Co-Sign To Do Item To field is required.

1. ---

   Go to: Avatar CWS > Progress Notes > Review/Co-Sign Notes (Workflow)
2. In the Select Client screen, search for and select a client by name or ID.
3. If the client has multiple episodes, select the client's episode, click OK.
4. In the Note Type field, select the progress note type.
5. In the List of Notes field, select the progress note to append.
   Progress notes associated with the note type can be selected.
6. Enter/edit notes in the Original and Appended Notes field.
7. Enter any applicable Co-Signer's Comments.
8. Click Co-sign note to file the progress note.

► Registry Settings

• Include Approve Note
• Show All Progress Note Fields

► See Also

• Record Locking  

► Test Script

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 - Review Co-Sign Notes.docx