1. Signing Documents
Documents that require your review or signature are displayed in the Inbox Summary. Notifications that require your signature include transcribed documents, saved documents, as well as documents forwarded to you by the HIM department for signature.
Lesson 1 Signing a Document

2. Signing Documents
Before signing a document, it must be opened and reviewed.
There are three ways to open a document:
Double click directly on the subject line
Clicking once to highlight and right click to open
Select the subject line highlighted and clicking the Open icon
Lesson 1 Signing a Document

3. Signing Documents
To sign a notification, complete the following steps:
Open and review the message
Lesson 1 Signing a Document

4. Signing Documents
Review the notification, if no changes need to be made, select Sign in the Action Pane
Click OK to mark as signed or OK & Next to mark as signed and open the next document
Select the ‘X’ on the Sign_Doc tab to close the document and return to your Inbox
Lesson 1 Signing a Document

5. Reviewing Document Buttons
After reviewing a document, there are 3 options to choose from:
OK – Marks the document as reviewed
OK & Next – Marks the open document as reviewed and opens the
next document
Skip - If the document is not ready to be signed or refused you
can select Skip to move on to the next document
Important Note:
ATTENDINGS: If a resident is to dictate the document for you, select SKIP in the Action Pane. Do not Complete, Forward, or Refuse. Once the report has been transcribed the document will be removed from your list.
Lesson 1 Signing a Document

6. Signing Documents
If you just want to view a document and are not ready to sign, clicking the ‘X’ in the Sign_Doc tab closes the document and brings you back to the Inbox.

7. To move on to Lesson 2 Refusing a Document to Sign,
click on the icon below
Lesson 1 Signing a Document