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Signing Documents

Signing Documents. Documents that require your review or signature are displayed in the Inbox Summary. Notifications that require your signature include transcribed documents, saved documents, as well as documents forwarded to you by the HIM department for signature. Signing Documents.

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Signing Documents

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  1. Signing Documents Documents that require your review or signature are displayed in the Inbox Summary. Notifications that require your signature include transcribed documents, saved documents, as well as documents forwarded to you by the HIM department for signature. Lesson 1 Signing a Document

  2. Signing Documents Before signing a document, it must be opened and reviewed. There are three ways to open a document: • Double click directly on the subject line • Clicking once to highlight and right click to open • Select the subject line highlighted and clicking the Open icon Lesson 1 Signing a Document

  3. Signing Documents To sign a notification, complete the following steps: • Open and review the message Lesson 1 Signing a Document

  4. Signing Documents • Review the notification, if no changes need to be made, select Sign in the Action Pane • Click OK to mark as signed or OK & Next to mark as signed and open the next document • Select the ‘X’ on the Sign_Doc tab to close the document and return to your Inbox Lesson 1 Signing a Document

  5. Reviewing Document Buttons After reviewing a document, there are 3 options to choose from: OK – Marks the document as reviewed OK & Next – Marks the open document as reviewed and opens the next document Skip - If the document is not ready to be signed or refused you can select Skip to move on to the next document Important Note: ATTENDINGS:If a resident is to dictate the document for you, select SKIP in the Action Pane. Do not Complete, Forward, or Refuse. Once the report has been transcribed the document will be removed from your list. Lesson 1 Signing a Document

  6. Signing Documents • If you just want to view a document and are not ready to sign, clicking the ‘X’ in the Sign_Doc tab closes the document and brings you back to the Inbox.

  7. To move on to Lesson 2 Refusing a Document to Sign, click on the icon below Lesson 1 Signing a Document

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