Sign and Lock Clinical Notes

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.   

  1. 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)

Chart_Appointments_Edit_Note.png


    • Select Clinical > Clinical Notes and select Start Note or Edit Note for the note you need to complete and lock.

Clinical__Clinical_Notes_Edit_Start_Note.png

  1. Select Preview Note.

Clinical_Note_Preview_Note.png

In the clinical note preview, the signature shows as pending e-signature at the bottom of the note until it is signed and locked.  

  1. Select Sign & Lock

Clinical_Note_Sign_and_Lock.png

After the note is signed and locked, the e-signature of the rendering provider appears with a date/timestamp. 

Clinical_Note_Signed_and_Locked.png

Electronic signatures for users acting on behalf of providers

Rendering providers and staff

When providers or staff use the Provider 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 Provider 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.