The "Send To" function allows you to notify a staff member that a document requires review before it is locked.

Permissions Required

No specific BestNotes permissions are required.

Using the 'Send To' Function for In-house Signatures

  1. Finish the note.
  2. Use the mouse and cursor to Highlight the document title and down to the name of the client, or however much you want to send.
  3. Then click the "Send To" icon.

  1. It will bring up the "Send To dialog box".

Send To icon

  1. Click on the "Q-Log" and add any text you would like the approving staff member (BestNotes User) to be aware of.

  1. Then "Save and Archive". The therapist will receive the Q-Log, be able to navigate to the client's page, and review the note. There, they can make any changes that are needed. If it is important that the clinician's signature appears after the originating signer, then the therapist would lock the note, not "Save, Sign & Lock". If the therapist is the only one signing they can "Save, Sign & Lock" and be done.

Send To dialog box

Next Steps

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