Cosignature with Encounter Review Checklist

On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Cosignature: Generate Encounter Review, click Cosignature with Encounter Review Checklist

Your practice must use the Cosignature: Generate Encounter Review feature, and providers must have the following permissions, depending on their roles:

• The resident or midlevel provider who requires a cosignature must have the Clinicals: Encounter Cosignature permission.
• The supervising provider must have the Clinicals: Encounter Sign Off and the Clinicals: Oversight Provider permissions.

Note: Granting a provider or midlevel provider both the Clinicals: Encounter Sign Off permission and the Clinicals: Encounter Cosignature permission allows that provider to close encounters, which is generally not the correct setup for residents. The cosignature feature assumes that the resident does not have the Clinicals: Encounter Sign Off permission.

1. Display the Cosignature With Encounter Review Checklist page: On the Main Menu, click Settings > Clinicals. In the left menu, under Practice Links — Cosignature: Generate Encounter Review, click Cosignature with Encounter Review Checklist.
2. Click Add new.
3. Name — Enter a name for the checklist item, for example, Complete HPI.
4. Ordering — Enter a number to set a checklist number.
5. Input Type — Select how the item should appear in the checklist. You can configure the item to appear in a drop-down menu, as a radio button, or as a free-text field.
6. Input Class — If you selected Dropdown or Radio, select Yes/No or Custom.
   Note: If you select Custom, you can enter option names.
7. Click Save, or click Save and Add Another to add another checklist item.