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Co-sign notes

Co-signing progress notes

Written by Kit Woodin

Admins can co-sign progress notes for sessions held by providers in their group practice.

In order to co-sign a progress note, you must have the Admin role.

To co-sign a progress note:

  1. Go to Settings in the left menu.

  2. On the left, scroll down and select Sessions overview.

  3. Select the List of sessions tab.

  4. Click on the session for which you want to sign a progress note.
    You can filter by provider or client.
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  5. Click Co-sign in the top right of the progress note.
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  6. To confirm, click Co-sign.
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The progress note has been co-signed.

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