User Sign Off Settings

  1. Select your name in the lower, left-hand corner of the database. 
  2. Select the User that you wish to modify their Sign Off settings.

  3. Select the Sign Off setting from the list of Settings on the right hand side of the window.

  4. Decide whether or not the User requires additional Sign Off for notes or not.

  5. If the user requires their notes to be sent for additional sign off, select the SOAP Notes under 'Screens Needing Additional Signoff'.

  6. Settings can be configured to send only certain SOAP Note types by selecting a frequency for each SOAP Note type. 


All = The SOAP Note type will ALWAYS require additional signoff. 

Nev. = The SOAP Note type will NEVER require additional signoff. 

Cst. = The SOAP Note type will require a CUSTOM additional signoff. 

7. Select who the Sign Off task will be sent to from the list of available users.

8. Save.