New Supervisory Co-Electronic Approval Feature

A Supervisory Co-Electronic Approval feature has been added to the software to give agencies the ability to meet certain state requirements or internal policies that require supervising disciplines to apply a co-signature to assistant visit notes.  The ability to attach a Supervisory Co-Approval is available with Main Office Software Version 5759 or later.  Supervisory Co-Approvals can be attached to Comprehensive Visit (Assessments) in the Main Office software only.  Once the Visit (Assessment) to be co-approved is highlighted in an Activity Grid, the View screen must be selected.  In the bottom left corner of the View screen is a label Supervisory Approval.  Select the Lightning Bolt Button sitting next to the label.  The Supervisor can then enter their confidential approval password in the secondary window that will display.  The Supervisory Co-approval will print with the documenting Clinicians electronic approval on the signature line of the printed document.  If the documenting clinician’s approval is removed through edit/opening of the document, the supervisory approval will also be removed and must be reapplied following re-approval by the documenting clinician.  Supervising disciplines will need System Security established for access to the Main office software.  Minimum security  settings must include a security level of 2 entered in Patient Demographics and at least a security level of 1 in Visits/Billing Charges.