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Kareo Help Center

Sign Note and Request Co-Signature

The co-sign feature allows a provider to sign a note and forward it to another provider for co-signature. Co-signing is a helpful documentation tool for practices with students/interns or when multiple providers see the same patient during the same encounter.

Navigate to Open Notes

Open Notes can be accessed two ways:

  1. Hover over the Clinical icon and click Open Notes.
  2. Click Open Notes under Outstanding Items on the Agenda.

EHR navigate to open notes.png

Sign Note and Request Co-Signature

  1. Click on the note in the Open Notes list. The selected note opens. 
  2. Click the up arrow next to Sign in the lower left of the window and select Sign and Request Co-Sign. The Request Co-Sign window opens.
  3. Click the drop-down arrow and select the co-signing provider.
  4. Click Sign & Notify. The note displays with a status of Needs Cosign in the patient's record and Open Notes for both the initial and co-signing provider.​

EHR request co-signature.png


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