DrCloudEHR provides a workflow to simplify the process of reviewing completed forms that require supervisor approval.
As a supervisor, you can:
- Approve a form
- Reject a form
- Defer approval
- Assign the form to another reviewer
The application keeps track of your work as you review each form in the Review & Signature panel. The next form displayed at the top of the page loads after you select one of the options in the panel to the right of the form.
- Click the Inbox tab.
- Click Forms Reviews (New UI) in the left navigation bar.
A tile displays at the top of the page for each form requiring review. You can filter forms by facility, provider, and patient/client. All forms requiring review are displayed by default. - Click the tile for a form.
- After you review the form, click one of the following options in the panel to the right of the form:
- Click Approve to approve the form.
- Click Reject to reject the form. Provide a reason for rejecting the form.
- Click Assign to assign the form to another provider, and then select the provider in the Review & Signature panel. All forms will be assigned to the selected provider when you submit the forms. To assign forms to different providers, submit the form after you select the provider.
- Click Defer to defer the review for a later time. The tile for the form remains active.
- If you are required to provide your electronic signature, select the Reviewer Signature checkbox in the Review & Signature panel.
- When you have finished reviewing the forms, click Submit.
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