Overview

You can electronically sign multiple completed notes at once from the Finished Notes list in the Clinical Dashboard. Supervisors can also batch-sign notes from the Co-signature Worklist. This reduces the need to open and sign each note individually.

Users must have the Sign Notes in Batch permission to use this feature.

Note: Batch signing is not yet generally available. We will first test this feature with a limited group before releasing it to all users.

Enabling Batch Signing Permissions

An administrator can enable the Sign Notes in Batch permission for the appropriate role.

1. Navigate to Settings > Practice Settings > Roles & Permissions.

2. Edit the appropriate role.

3. Under the Notes section, select Sign Notes in Batch.

4. Save the changes.

Batch Signing Notes from Finished Notes

1. Open the Clinical Dashboard.
   

2. In the Finished Notes list, set Filter by Clinician to the currently logged-in clinician.

3. Select the completed notes you want to sign.

4. Click Sign All.
   

Sign All is available only when Filter by Clinician is set to the currently logged-in clinician.

A confirmation message appears before the batch signing process begins. Confirm to proceed.

Monitoring the Batch Signing Process

After confirmation, ICANotes+ processes the selected notes sequentially. You can leave the page after signing starts.

• If all notes are signed successfully, a success message appears.

• If any issues occur, a notification appears in the Notifications section.

• If a note fails to sign, ICANotes+ continues processing the remaining notes and displays a summary of successful and failed signatures.

Batch Signing Notes from the Co-signature Worklist

Supervisors can also batch-sign notes from the Co-signature Worklist.

1. Open the Co-signature Worklist.

2. Select the notes you want to sign.

3. Click Sign All and confirm to begin the process.
   

FAQs