Signing Notes from Tasks > Cosigning Notes

To Cosign a Note, Return or Add an Addendum requiring a Cosignature from the Task Screen:

1.	Double-click the Cosignature Required Note that needs to be cosigned.

The Cosignature panel displays and will allow the user to cosign, return or add an addendum to the note. Only the cosign panel will be accessible from the alert. The patient's name, account number, Note Type, the date and time of the entry and the user that signed the note will display within the panel.

a.	If Cosign is selected the cosign log will update with a status of Cosigned.

If Return is selected, a prompt will display for the user to select a return reason. Once a reason has been selected and saved, the returned note will display an alert of Cosign Returned on the mid-level's Task Screen and update the cosign log with a status of Cosign Returned. If the note has more then one cosignature and the Return option is selected, a new drop-down will display, Select return to…, which displays the author and any cosigner of the note allowing the user to choose who they are returning the cosignature request to. The author of the note will display in the listing first, followed by the additional cosigners. When the note is resigned during the return process, the PDF of the note will display the date and time stamp of the final signature.The return reason table is maintained in the Reason Code table within the Notes area of Tables. Please see the Table Maintenance - Notes user guide for additional information.

If Add Addendum is selected, enter the additional information for the addendum that will display at the top of the signed note. Then select Sign Addendum and Cosign to sign the addendum and cosign the note at the same time. If Sign Addendum is selected, only the addendum will be signed and the provider will still need to select Cosign to complete the cosignature of the note or select Return to send the note back to the mid-level. For additional information on adding an addendum, please see Add an Addendum to a Note.

d.	The note PDF will now display all signatures in chronological order of when the note was signed.

3.	Once the note has been cosigned or returned, the note will close. Select the back arrow to return to the Task Screen.

NOTE: If the cosign fails, a red message will display in the top right corner alerting the user that "There is a problem signing the note. Cosignature has not been applied. Please try again. If further assistance is needed contact TruBridge."

NOTE: The Cosigner will need to have the behavior control to edit and view other people's notes.