Sign and lock a clinical note | Electronic signatures for users acting on behalf of providers
Sign and lock a clinical note
Clinical notes are rendered in PDF format.
- To open a clinical note, do one of the following:
- Open the appointment and click View Clinical Note.
- From the patient's chart sidebar, select Appointments and then Edit Note (for the specific appointment)
- Select Clinical > Clinical Notes and select Start Note or Edit Note for the note you need to complete and lock.
- Select Preview Note.
In the clinical note preview, the signature shows as pending e-signature at the bottom of the note until it is signed and locked.
- Select Sign & Lock.
After the note is signed and locked, the e-signature of the rendering provider appears with a date/timestamp.
Electronic signatures for users acting on behalf of providers
Rendering providers and staff
When providers or staff use the practice group dropdown to access a primary provider's account and sign and lock a clinical note on their behalf, the footer of the clinical note PDF indicates that the note was signed on behalf of that provider.
Electronic signature format
E-signed by [user who locked the note] on behalf of [provider the patient had the appointment with] on [date/timestamp]
Supervising providers
The rendering provider and staff user's logic also applies to the supervising provider workflow.
When supervising providers use the practice group dropdown to access a primary provider's account and sign and lock a clinical note on their behalf, the footer of the clinical note PDF indicates that the note was signed on behalf of that provider.
Electronic signature format
Supervising E-signature by [user who locked the note] on behalf of [supervising provider assigned to the appointment] on [date/timestamp].
E-signed by [user who locked the note] on behalf of [provider the patient had the appointment with] on [date/timestamp]
Clinical note revision history
Rendering providers and staff
The clinical note revision history shows the Locked By user as the: [user who locked the note] on behalf of [provider the patient had the appointment with]. See the image in the Supervising providers section.
Supervising providers
The clinical note revision history shows the Locked By user as the [user who locked the note] on behalf of [provider the patient had the appointment with].
The Supervisor Locked By user is the [user who locked the note] on behalf of [supervising provider assigned to the appointment].
Audit Log
The user who locked the clinical note appears in the Audit Log.