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Kareo Help Center

Sign Note and Request Co-Signature

Updated: 02/11/2022
Views: 3898

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.

Open notes can be accessed from various locations in Kareo: the patient's appointment on the Dashboard, Open Notes, or the patient's Notes tab.

Access Clinical Note

  1. Hover over the Clinical icon and click on Open Notes. The Open Notes page opens.
  2. Click the open note row. The note opens.
Clinical_OpenNotes_Access.png

Sign Note and Request Co-Signature

  1. Click the Sign up arrow and select Sign & Request Co-sign. The Request Co-sign pop-up window opens.
  2. Click the drop-down arrow and select the co-signing provider.
  3. Click Sign & Notify. The note displays with a status of Needs Cosign in the patient's notes and Open Notes for both the initial and co-signing provider.​
Clinical_Note_RequestCosign.png
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