Commonly, conditional licenses limit the clients those clinicians are permitted to accept based on the type of insurance the client holds. We now can allow those conditionally licensed clinicians to expand the clients they are permitted to see, to include insurances that traditionally only fully licensed clinicians could accept, by having a fully licensed clinician review/approve/sign the notes. |
This Alert will be found under the Alert name: Supervisor Signature Requested |
Once the note has been signed, it will appear in Alerts for review/approval/signature for a set list of fully licensed staff. All of those fully licensed staff will be sent this Alert simultaneously rather than any one person in particular. ![]() Click S(select) to begin the review/approval/signature process. |
Review the note Super Accepted: Select Yes Electronic Signature: enter your electronic signature Super Comments: enter a comment(optional) ![]() |
Starting the signature process without completing it, will change the Activity from Supervisory Bucket - IND to IND. ![]() ![]()
Additionally, if multiple staff are attempting to review/sign at the same time, whoever Neo registers as “first” will be allowed to complete the process. If the Alert is still showing for anyone else, they will see the note open up as a read-only PDF - they won't see the option to approve/sign. Otherwise, the Alert will disappear. |