Approve A Document After Client's Signature
Learn the steps to successfully approve a document after it has been signed by a client, ensuring proper handling and record-keeping.
Table of Contents
Some client documents require staff approval after being signed but before appearing in the client's chart in Neo. |
After the client has signed the document, it will still be listed under Upcoming/Pending/Incomplete Documents and will show Needs Staff Review.
You can review right from the Document Delivery screen by clicking the Review button. It will open the document on a separate screen.
From Alerts
Click the Alerts tab.
Any documents that require review/approval will be listed under Client Signature Documents. Click S(Select) to open the document.
Review/Approve the Document
Once reviewed, click Accept to approve the document.
You can check Restart Document if you need the client to re-sign - this will send a fresh copy of the document to the Client Portal/Staff App.
Click Reject if there's an issue with the document. *If you are rejecting the document, you will need to enter a comment before proceeding.
