Activity Records & Signature Workflow
What happens when I sign an Activity Record?
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.
In SETWorks, both staff and managers have the ability to sign Activity Records.
Prior signatures to an Activity Record (AR) cannot be reinstated after a record is updated. If the incorrect person updates an AR, the update will remove their signature. This allows the correct staff to resign, and then the record can be counter signed by the manager.
Please see the below table to view the workflow for staff and manager signatures in SETWorks:
|AR is eligible for counter-signature by Manager. AR is made available to Manager in the Review & Sign (Activity Records) screen. Making updates to AR will result in removing Staff's own signature.|
|Staff||Updates AR||AR signature is removed and must be resigned by Staff to again be eligible for Manager counter signature.|
|Manager||Signs AR||AR is locked for billing and Staff can no longer make updates to the record. Making updates to AR will result in removing Manager's own signature.|
|Manager||Updates AR||Manager signature is removed and the AR is unlocked. Staff can now make updates to the AR, if needed. AR must be resigned by Staff to again be eligible for Manager counter signature.|
Staff Signature Privilege
Settings > Provider Build > Maintain Privileges > Activity Records:
Make Staff Signature required prior to a Manager being able to counter sign
Note : If this privilege is disabled, a Manager's signature can be used to lock the Activity Record for billing as both signature and counter signature. In this case, Staff signature will not appear on the AR. It is SETWorks recommendation to enable this privilege and require staff signature.
Can sign Activity Records in the Manager/Reviewed field and edit Comments
Allows users who are able to sign as a Manager/Reviewer to be able to override content even after counter signatures are placed.
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