To Access Signature Manager/ScanDocs from Patient Screen
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- Nathaniel Rice
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1 1. Highlight a patient's name to activate both icons 2. The "Signature Manager" icon is on the tool bar This is where you sign your Documents and Orders 3. The "ScanDocs" tab is where you sign scanned documents. Your inbox will include alerts for missing dictations, annotations and signatures.
2 Deficiencies in Red are the oldest deficiencies that are nearing or have reached the delinquent level and should be given priority in the completion process.
3 Completing a Signature Deficiency 1. Click on the first deficiency 2. Click the Complete Deficiency button in the Clinician Work Area 3. The deficiency is completed and the workflow automatically rolls to the next deficiency. The completed deficiency is now preceded by a green check mark.
4 The green check mark indicates this deficiency is now signed. The red box indicates the location of the physician s electronic signature. The HIM Analyst places this box on the document NOTE: The Signature Server runs every minute to burn completed signatures and annotations onto to the documents.
5 Completing an Annotation Deficiency An Annotation deficiency is a type of deficiency where the physician needs to complete or edit a scanned document. This deficiency does not add a new page but allows the physician to fill in a blank or add a note to an existing page. The HIM Analyst assigns the annotation deficiency and places the box in the appropriate spot on the document 1. When the physician clicks the Complete Deficiency button, the annotation text box displays. 2. The physician can, then, type the requested annotation 3. When finished, click Complete 4. If you click Save, the document will remain on the physician s work list and the physician will be prompted to sign this document the next time he/she logs into the system. Text Box The analyst can add a comment or instructions for the physician NOTE: If the physician has an annotation deficiency and a signature deficiency on the same document, the system will not allow the physician to complete the signature deficiency prior to the annotation deficiency. A message box displays instructing the physician to complete the annotation deficiency first.
6 Adding an Addendum to an Existing Document The physician has the ability to add an addendum to an existing document even if there is no assigned deficiency to do so. 1. Highlight the document to which you want to add an addendum 2. Click the Add Addendum button in the work area 3. The text box displays 4. When finished click Save and Sign 5. If you click Save, the document will remain on the physician s work list and the physician will be prompted to sign this document the next time he/she logs into the system.
7 Returning a Deficiency to the Analyst In case of a miss-assigned deficiency, the physician can route the deficiency back to the analyst with comments by clicking the Return Deficiency button, inserting a comment, and clicking return. Comments are predefined or free form Deficiencies Filter The physician can filter all deficiencies by clicking filter in the lower right corner of the work area. Click on the deficiency type you want to complete
8 Missing Item (Dictate) Deficiencies A Missing Item deficiency usually requires the physician to dictate a particular type of document such as a Discharge Summary. This will appear on the work list as a Missing Item Deficiency. Identifies type of report missing in this case, an Operative Report. The Comment box identifies any special instructions dictate report In order to dictate a Discharge Summary, the clinician may want to review the remainder of the record. Clicking the Go to Chart button will send the clinician to the complete document stored in Access ANYware. The Access ANYware record will include all items that have been scanned and all transcribed escription documents.
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