This article explains how to add required signatures, save a snapshot of Med/Clinical documents, and manage these snapshots, including signing, printing, and deleting them.

Permissions Required

  • Delete Snapshot
  • Delete Activity Log Entry

Managing Signatures and Snapshots for Med/Clinical Documents

Adding Required Signatures and Saving a Snapshot

If signatures are required on a Med/Clinical document, then add any Required Signatures, found on the left side, before clicking Save Snapshot. This includes BestNotes users (Staff) who are filling out different parts of the Med/Clinical. They are not automatically added as signers, like Template Notes.

NOTE: If BestNotes Support has not set the Master Tx Plan to automatically set the Date Field (upper-right) to current, it will have to be manually changed to a date before clicking Save Snapshot.

Date field in Med/Clinical document

Save Snapshot is found in the upper-right corner of the Med/Clinical window tabs. Simply click this button to have a read-only Snapshot version of that document appear on that client's Activity Log.

Save Snapshot button

When Save Snapshot is clicked, a message appears for the user to confirm.

Save Snapshot confirmation message

If the user, who creates the Snapshot, needs to sign the document, a second message will display for them.

Sign document confirmation message

Managing Snapshots on the Activity Log

Refresh the client's Activity Log to see a read-only Snapshot version of the Med/Clinical document. A user can then do the following to this Snapshot version:

  • BestNotes Users Sign
    • On Client's Activity Log

      • Required Signatures section

      1. For Review (Dashboard/Calendar Home Screen)

Click the Signature Required button then click Sign Entry.

  • Click to open new window:
    • Create a Ledger code and charge
    • Print
    • Append (add notes)
    • Delete (with appropriate permissions)

The document can now be sent to a portal account.

For a Related Contact / Client to sign:

  • On-site
  • Portal

Deleting Snapshots

To delete a Snapshot, click the Delete Snapshot button.

Deleting a Snapshot requires specific user permissions, such as 'Delete Snapshot' and 'Delete Activity Log Entry'.

Permissions screen showing Delete Activity Log Entry and Delete Snapshot

Pulling Signatures from MTP to Discharge Summary

Button to pull signatures from MTP

The button next to the "Discharge Summary" Required Signatures dropdown menu pulls the Master Treatment Plan (MTP) current required signatures to the "Discharge Summary."

Next Steps

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