Viewing a provider's clinical note tasks

You can view a provider's unsigned and/or incomplete clinical notes from the Clinical Note Tasks Report.

To view a provider's clinical note tasks

1. From the Clinical Note Tasks Report page, run the Clinical Note Tasks report.

2. Review the report results as necessary.

3. ClickTap a provider name to display a Clinical Note Tasks window and view the clinical notes for that provider.

   

   The provider's clinical notes are grouped by status (Unsigned, Not Entered, and In Progress) and separated into tabs.

4. ClickTap a tab to see a list of the provider's patients who have notes with that status. This includes the patient's name, date of the clinical note, and patient's birth date.

5. (Optional) ClickTap a column header to sort the list by that column.

   Note: By default, the list is sorted by patient last name.

6. (Optional) ClickTap a patient's name to open the patient's Progress Notes page in a new tab and sign, enter, or complete the clinical note.