Providers/ Admins in TherapyPM from their portal can send a signature request for session notes to their supervisors using the Request for Signature function. This feature will send an email to the supervisor regarding the Signature request.
Note: The Request for Signature option will only be available if a session note(s) is added to an appointment.
Access the session that needs to be signed:
- Log in to your TherapyPM Admin/ Provider Portal.
- Access the appointment by selecting the List View.
- Identify the appointment and click the Action (…) button.the Request for signature option will be available in the Action (…) drop-down list. If a note is added to a session, the View Note option will be colored Green.
- Click the Request for signature option. In the following section, select the required note from the list of session notes added to the appointment. Secondly, select the supervisor provider from the list and click the Send button.
- This action will send an email notification to the selected supervisor provider prompting them to add their signature to the session note.
- In the email notification, click the link to access the specific session note to add their signature. After adding the supervisor's signature, click the Save button.