Have a Supervisor Sign a Note for a Trainee/Supervisee

PracticeQ allows you to add signatures to your treatment notes on the fly. Can you allow a supervisor to review and sign off on treatment notes? Yes! The system allows a few options for this.

If the Supervisor is a Practitioner/Assistant (Automated):

Note: This workflow relies on the Task System:  Task Management and Automating the Task System:  Task Automation (Processes)

  1. Client Access: The supervisor needs access to the client timeline. This can be achieved in the following ways:
    1. Supervisor is a practitioner who has access to the client, either manually or shared via More → Team → Roles → Can access all clients.
    2. Supervisor is an assistant that has access to the practitioner that "owns" the client.
  2. Role Permissions:  The supervisor needs the following permissions: 
    1. Can view treatment notes 
    2. Can unlock notes 
    3. Can lock notes 
    4. Can view own tasks 
    5. Can edit templates 
      • The Can edit templates permission is required to add a signature field 'on the fly.'
      • If the Set advanced permission per form template setting is enabled, make sure the specific treatment note is accessible.
  3. Set Up: 
    1. Use the Task system for automation.
    2. Ensure that the Supervisor has the necessary permissions, including access to the client timeline, viewing, unlocking, and locking treatment notes, and editing form templates.
    3. Create a task named Review and Sign Note for Supervisee under More → Processes with the client ID and Treatment Note link.
    4. Choose a due date for the task based on the Source Date or Creation Date.
    5. Assign to supervisor triggered by note lock (Supervisee, all notes).
    6. Assign the task to the Supervisor.
    7. Configure the task logic: 
      1. Trigger when the Note is Locked, for the Practitioner with the name of the Supervisee, and for all notes or specific templates.
    8. When the Supervisee locks a treatment note, a task is generated for the Supervisor, who can then review and sign the note using a signature field.
      1. Supervisor Workflow:
        1. When the Supervisee locks a treatment note, the system will generate a task for the Supervisor.  
        2. The supervisor can open the task, and easily access the client timeline or the Note.  
        3. When viewing the Note, the Supervisor can unlock the treatment note and edit the information as needed.  
        4. Once done, Add a signature field on the fly to the Note, sign and save/lock the note: Adding Attachments and Signatures to Existing Notes

If the Supervisor is External (Not a PQ Assistant/Practitioner):

This process is more manual, and requires that either the Supervisee or an assistant Request a Signature from a 3rd party:  Secure Signature Requests

  • Once the note has been fully filled out and saved/locked, and there are no further edits to be made, then the Supervisee or staff member can open the note.
  • They can then request a Secure Signature Request → 3rd party → Enter the Doctor's name and email address. 
  • There is no need to add a signature field to the template; the system will add and use a unique signature field when requesting a 3rd party signature.

Process: 

  1. After filling out and locking the note, open it and click More → Request Signature. Request a Secure Signature from a 3rd party using Secure Signature Requests.
  2. Enter the Doctor's name and email address, and the system will add a unique signature field when requesting the 3rd party signature.
  3. Please note that once a Secure Signature is requested, the note becomes permanently locked and cannot be edited. Ensure that the note is complete before requesting any secure signatures.
  4. The system adds a unique signature field and permanently locks the note after the request. Ensure that it is complete beforehand.

Note: When requesting a Secure Signature, the note is permanently locked, and if a 3rd party signs the note, the note can no longer be edited in any way.  Make sure that the notes are fully completed before requesting any secure signatures.