Co-Sign

When a user requires their work to be checked by a supervisor, this approval is called a co-sign.

Assessments and Treatment Plans
When a user is done creating an assessment or treatment plan, they will need to select Pending Approval as the status, and select their supervisor from their notification list. When they click Submit, it is then sent to the to-do list of the supervisor they selected from the notification list. The supervisor opens it from their to-do list, then approves it, adding any comments they think necissairy. This changes the status from Pending Approval to Final. The medical record is now finalized.

Progress Notes
When a user is done with a progress note, they need to select Final as the status, and select their supervisor from their notification list

. They then need to file the note by clicking File Note on the first or third page. The medical record is now finalized, and a service charge generated. It is then sent to the to-do list of the supervisor they selected from the notification list. The supervisor opens it from their to-do list, then approves it, adding any comments they think necissairy.

Known Confusions
As assessment or treatment plan can not be put into final without their supervisor's co-sign. However, a progress note CAN be put into final before their supervisor co-signs it (and in fact MUST be put into final before their supervisor co-signs it). This can cause issues because when a progress note is put into final, it generates a service charge and the note is entered into the medical record. However, the supervisor has not yet seen the note, and may decide that the clinicial needs to make corrections. Since the note is in final and a service generated, the note and/or the service will need to be deleted using the Avatar Correction Request form

Known Issues

 * If a user does not require a co-sign at their agency, but is forced to have one on their progress notes in Avatar(e.g., they can only select co-sign note types), this is a problem with their practitioner account. This must be taken care of by the Compliance Unit. The reverse of this situation is taken care of in the same way (a user requiring a co-sign at their agency but cannot select a co-sign type note in Avatar)
 * 1) Have the user complete the Credentialing and Verification for Staff ID form. They must fax it to the number on the form, including any credentials they may have.
 * If a user does not require a co-sign at their agency, but is forced to have one on their assessments and treatment plans, this is an issue with their user role. This must be changed by the account supervisor
 * If a supervisor needs to co-sign a progress note, tx plan, or assessment that a supervisee has sent them, they need to right click on the item and select "Open". This will open the progress note. From there, they can add outgoing comments, and click Submit to finalize the item