Require a Co-Signer

Co-signer requirements are controlled by three settings: the patient’s payer settings, the user’s signoff permissions, and the Daily Note document settings.

When all three settings below are enabled, a user without signoff privileges cannot sign a Daily Note until a supervisor or co-signer is selected:

• The payer is configured to bill using the supervisor’s NPI.
• The user is configured to require a co-signer.
• Daily Notes are configured to require a co-signer under Document Settings.

The user can meet this requirement by selecting a Supervisor in the Charges section of the Daily Note or selecting a Co-Signer when signing the document.

Jump to Section:

Configure Payer Settings

1. Click the Admin tab at the top of the screen.
2. Click Basic Setup in the side menu.
3. Select Payers.

   

   
    
4. Click on the the Payer that requires the co-signer. 

   

   
    
5. Click the Billing tab.
6. Click the Assistants drop-down and select Bill Using Supervisor’s NPI.
7. Click Save Payer.

   

    

Configure User Settings

1. Click the Admin tab at the top of the screen.
2. Click Basic Setup in the side menu.
3. Select Users.

   

   
    
4. Click on the the User that requires the co-signer. 

   

   
    
5. Click the Signoff drop-down and select Requires a Co-Signer.
6. Click Save User.

   

    

Configure Document Settings

1. Click the Admin tab at the top of the screen.
2. Click Basic Setup in the side menu.
3. Select Clinic Options.

   

   
    
4. Go to the Document Settings card and click Edit Document Settings.

   

   
    
5. Enter the number 1 in the Require Co-signing for Daily Notes Every Visit field. 
6. Click Save Document Settings.