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Kareo Help Center

Navigate Unsigned Notes

Updated: 12/13/2022
Views: 1449

The Unsigned Notes Dashboard provides System Administrators visibility into unsigned clinical notes in the practice. The dashboard displays all the unsigned clinical notes in the practice, broken down by provider or users, allowing System Administrators to monitor and proactively reach out to providers who need to complete and sign their notes.

Note:

  • Unsigned Notes is only accessible to users with a System Administrator role.
  • Non-clinical notes (e.g., Office Form, Memo to Record, etc.) are not included in Unsigned Notes. Individual providers and users can access Open Notes to view all of their open notes.
  • The data is current through the previous day due to nightly processing. Signed notes will be removed from Unsigned Notes the morning after the nightly data processing.

Feature will be available by December 15, 2022.

Access Unsigned Notes

  1. Hover over the Reporting icon and click on Unsigned Notes. The Unsigned Notes page opens.
    Note: The Reporting icon is only accessible for users with a System Administrator role.
Clinical_UnsignedNotes_Access.png

Navigate Unsigned Notes

  1. Unsigned Notes Total: Displays the total number of unsigned clinical notes for all providers and users.
  2. Provider: Displays all providers or users with unsigned clinical notes. The list also includes deactivated providers and locked/deleted users. Click on a provider name to open the provider's Unsigned Notes.
  3. Oldest Note: Displays the date of the oldest unsigned note for the provider.
  4. Unsigned Notes: Displays the provider's total unsigned clinical notes for active patients, inactive patients, and notes that requires the provider's co-signature.
  5. Refresh Report: Click to go back to the Unsigned Notes Dashboard.
    Note: The report data does not refresh in real time. The data is current through the previous day due to nightly processing.
  6. More Options: Hover over the option bar and click the more options icon to download the dashboard as an Image, CSV File, PDF File, or Excel File.
Clinical_UnsignedNotes_Navigate.png

Navigate Provider Unsigned Notes

  1. Click a provider name. The provider's Unsigned Notes page opens.
  2. Navigate Provider Unsigned Notes:
    1. Provider Name: Displays the name of the selected provider.
    2. Unsigned Note Details: Displays the Patient Name, Visit Date, Status, and Note Type of the unsigned clinical note.
      • To sort by column, hover over a header and click the arrow to sort by ascending or descending.
    3. Pagination: By default, each page displays up to 25 unsigned clinical notes. Click the arrows to go navigate forward or back.
    4. Refresh Report: Click to go back to the Unsigned Notes Dashboard.
      Note: The report data does not refresh in real time. The data is current through the previous day due to nightly processing.
    5. More Options: Hover over the option bar and click the more options icon to download the dashboard as an Image, CSV File, or PDF File.
Clinical_UnsignedNotes_NavigateProvider.png
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