e-Signing and Locking of Completed charts

Completed clinical notes can now be electronically signed and locked to prevent further modifications. Under this scheme, completed notes can be modified; however, if they have been signed and locked, no further modification will be permitted.

Versions that support e-signature

e-Signature is available in the modern charting tool version, in which the progress note font is set to ‘Modern’.

How to e-Sign and Lock

There are two places in EHR from which providers can e-sign and lock the charts.

1. From the charting action screen:

2. From the Visit Hx Screen:

Who can e-Sign

Only the rendering provider can e-sign and lock the clinical note. Additionally, if the provider is a mid-level, a supervising provider can be assigned to the provider, giving the ability for both the mid-level and the supervising to be co-signers for a note.

For the co-signing of the note, “Required on Chart” should be checked in the Provider Master screen and the supervising provider selected.

Key Points

* After e-signing and locking the note, the edit option will no longer be available on the Visit Hx and narration.

* A locked chart can be unlocked if needed. The ‘Unlock’ button will be visible to the provider who carried out the final locking on the chart.

* Details of e-sign can be viewed in the chart footer.