Co-Sign Notes (My Clients Plus 3.0)

Permissions: You must be assigned as Supervisor for Staff Member or have Administrator permissions.

After a Note has been signed by a Staff Member an Administrator, Supervisor, or another Therapist on the Case can co-sign a Note.

1. Locate Client and open Client Profile.
2. Click Notes in left side menu. 
3. Choose appropriate Case IF Client has multiple Cases. If they only have one open Case, the Notes tab will automatically display.
4. Click the Details button for appropriate Note.
5. A notification displays at top. "This document is signed and no further editing is allowed. Click here to view or co-sign the document."
6. Click the here link.
7. Click Sign the Document button.
   

You'll then see both Staff Signatures on the document.