In order to be able to cosign on a progress note, you will first need to turn on the cosigning option within your Physician Assistant, Nurse Practitioner, or your Aestheticians account. Simply click on your practice logo in the top left corner of the Practice Management System, and click on Accounts. From here, you will select which user you wish to turn cosigning on for, and then select the box that says "cosignatory required".
When a provider has cosigning turned on, they will notice that when they sign off on their patient's progress note, that they will have a pop-up option to select the overseeing physician. They will simply tap on that physician's name, and the note will be pushed to the selected provider to sign off.
The overseeing physician will now see this patient appear on their schedule with a status "pending cosign." They will also notice that the patient appears in their Incomplete Folder from the ezBoard. The provider will now have the ability to open the patient's progress note, select the green checkmark, and complete the sign-off process for this patient.
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