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How to Co-sign a Progress Note

This guide will review the steps required to co-sign a different provider's completed progress note.

Some states may require that one provider's completed progress notes are signed off by a different provider. Claimocity has a quick and easy way to achieve this.

 

First, navigate to the Census page and locate the patient visit.

  • You can locate the patient(s) in a variety of ways, but searching by Completed progress notes or by the patient's name in the Patient Search Bar will be the quickest.

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Select the required patients and click the Co-Sign button.

  • Next to the patient's name is a checkbox.
  • You can select the checkbox for multiple patients.

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  • New buttons will appear under the Patient Search once the checkbox has been selected, including the Co-Sign button.

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  • After clicking the Co-Sign button a notification will appear which indicates the visits have been successfully updated.

 

You can easily review this note and the co-signature.

  • Locate and click on the Completed note icon.

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  • An image of the completed progress note will appear.
  • At the bottom you will see the initial provider's signature, and below that will be the signature of the co-signer.

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