Saving & Signing Reports

Anytime you will be navigating away from an incomplete note or working on other items it is essential to save the note as a draft. Doing so will prevent the DOS from being abandoned and successfully locked.
Save Draft: (Incomplete Documentation)

Click: 'Save Draft' on the upper right of any page within the note. Saving the note as a draft automatically generates a To-Do within the Task tab that allows you to navigate to the area which you last left off. (See Section 8.0)

To Sign a Completed Report users must click "Sign" on the upper right of any page within the note. This generates a preview of the completed report for review.

Click: 'SAVE REPORT' and use the Digital Signature Pin Number that you created (Note: Only providers have the ability to Sign notes in the system) See Section 2.2 for information about setting your Digital Signature
Report is then stored in 'Medical Files' tab with the Patient's profile.

The 'MOVE TO BILLING QUEUE' checkbox automatically generates a claim in billing based on the ICD & CPT codes saved to the note. This is a ONE TIME shortcut to automatically generate the claim. Charges/DOS will otherwise need to be manually entered if this checkbox is not utilized.