Staff Home Unsigned Tab Guide

Written By Felicia Conner ()

Updated at January 16th, 2020

EXPLANATION
The Unsigned tab provides the staff member with a list and quick access to unsigned progress notes and forms. This tab also allows the user to view and sign with a single entry of their CT|One ID and PIN.

Double click on a progress note or form to open, view, edit and sign.

Review All 
This function allows staff to review and sign multiple progress notes and forms with a single ID and PIN entry. To use this function the staff member must have a hand written signature entered on the Identity tab of their Staff Master record.

  1. Click the Review All button.
  2. Click on an item in the Unsigned List to view the document.

Note:  To edit the progress note or form click the Open button. Closing the progress note or form window will return you to the Sign All window.

  1. Is the form or progress note ready to be signed?
    1. Yes:  Click on the next item in the list, the Detail column will turn green to indicate the document is ready for signature.
    2. No:  Click the Leave Unsigned button, the Detail column will turn yellow to indicate the document was reviewed but is not ready for signature.

Note:  If the progress notes is a Smart Template note and the required fields are not completed an error will present noting you cannot sign the note.

  1. Repeat steps 2 – 3 until you are ready to sign.
  2. Click the Sign All button.
  3. The Finalize Form window presents; enter your staff ID and PIN.
  4. Click OK.
  5. The documents highlighted in green have been signed and removed from the Unsigned List.

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