The progress note audit function allows for an option to mandate the auditing or additional review of Progress Notes, by someone other than the original author. During the note audit process the progress note is not eligible for billing until it is approved by the note auditor.

Access:  Staff  Home icon  

1. Open the Notes Under Review tab.

Note:  The number of notes pending review is indicated on the tab.

1. Click the Reviewer Notes button.
2. The Progress Note Review window will present.
3. Double click a progress note to open and review the note.

5. Approve, Reject or Forward the progress note as appropriate.
 

Note: The progress note can also be approved, rejected or forwarded by clicking the action buttons on the Note Review window. This method allows for the selection of multiple notes and single entry of Staff ID and PIN.

Approve Note

1. Click the Approve button on the Progress Note.
2. The Finalize Form window presents.
3. Enter CT|One Staff ID.
4. Enter PIN.
5. Click OK.

Reject Note

1. Click the Reject button on the Progress Note.
2. Select the appropriate comment from the Comment Codes list by checking the checkbox.
3. The Add Comment field can be used to enter additional instructions or notes to the author of the progress note. 
4. Click OK.

Forward Note

1. Click the Reject button on the Progress Note.
2. Select the staff to receive the note from the Forward To dropdown.
3. Select a comment code or enter a comment as needed, neither is a required field when forwarding. 
4. Click OK.