Home Forums Discussions General Discussion Clinican sign off in letter writer/template

Hi all. Trying to send out letters to patients using my saved templates. That part works fine. Problem is, I want my Office Manager NOT my doctor to sign off on these billing letters ect. How do I set it so she gets the sign off request so that the letter is saved directly to chart. I have two active providers but all my inactive providers show up but not Office Manager. If I try to set her to a user 'High" like the provider it comes back with I have exceeded the number of slots I am paying for. While I understand that, these are just back office letters sent out to patients that do not need to junk up the doctors in box. Seems inefficient to have to scan these letters in when they can be saved automatically after sign off. Thanks in advance!

Not sure I understand. I have my receptionist use the letter writer all the time to make letters, and she can sign them. However, the doctor has to sign off before they go onto the chart. Perhaps save as "non-medical?" It's really not a big deal for me to sign off on them as the doctor, and I like having the authority that nothing goes on the chart without me seeing (they do make mistakes sometimes).

AC has a feature where you can define folders in the imported items that do not need to be signed. You can also grant lower level users the ability to override the need for a provider signature in the event they are scanning documents into a folder which requires a provider signature. Support can assist you if you need more info.

Thanks. I will check this. It use to work where the provider did not have to sign off on EVERY letter sent out but now something has changed.

Thanks Chris. My provider does not want to sign off on ALL the letters sent to patients in reference to past due bills, collection ect. Important letters, yes he does but not everyday correspondence. The issue is having to scan the letter back into the chart as opposed to it being saved to chart automatically. In out practice this extra step is time consuming!

Chris,
I am not sure I understand your work flow, but it seems like there should be a way for AC to do this.
Do you use Updox?
So your staff writes letters... you want them to then chose whether to have them signed-off or not? How do you envision this: they cannot print the letter without the sign-off?

Hi Jon.
My staff writes letters to patients regarding past due bills, insurance has paid patient owes balance those kind of letters. Doctor does not want his inbox full of these kinds of items to sign off on. I use to be able to send this to my office manager but she is not a level 1. Have to pay for level 1's.
Just got off chat and was told how to make this happen but I need to restart server so I will have to wait till tomorrow to see if it works. The other issue is a time saver of it being saved directly to the chart with out having to separately scan it in. If this 'sign off' over ride works I will post here!
No I don't use UPDox

So of course this did NOT work!! AC now says 'oh, this is a bug that was just discovered last week and won't be fixed till new release"! Ugggggg. My doctors don't have time to sign off on these administration letters and we should not have to take the extra step to scan these letters back into the chart when it can be done automatically.

Anyone have a solution???? I know I can't be the only one with this issue

Is it recommended to have practice management notices in a patients medical record ? Thought billing and payment issues should be in Practice management record not patient medical records.

You are not the only one with the issue. We do not use Practice Management. We use an outside billing office. I send letters to patients advising them of past due balances. The letters that I mail are printed anyway so, I scan them into the chart and it is no big deal but, the letters that I portal, text or email patients could be saved to the chart if the doctor did not have to sign off.
Allison

Chris and Ally,
I still suspect there is at least a work around for this, though I remain unclear about what exactly you need.... maybe I was not clear in my question above. It sounds like some letters are to be signed-off and some are not; both by the same sender, correct?
If so, that person will have to make the choice as to whether sign off is needed or not, when they compose it, right?

And we are talking about letters composed in the letter writer, correct?

Yes, I at least, am talking about in the letter writer. It seems to me that I used to be able to work around having to have the doctor sign it to save it to the chart. Now, for some reason I can't.

I haven't tried it but if you go into administrative options-> edit existing user->set user permissions; there is a box to check that "allows required sign off override", wonder if that allows letters to be entered without the required doctor sign off?

BTW I went into AC added a secretary clicked the sign-off not required option however had that secretary write a letter it still required being sent to a provider for sign-off. Not sure what good clicking sign-off not required does.