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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Notes
Created by Angela Plummer
Created on Sep 15, 2023

Cosigner default

The cosigner default needs be customizable to role/user & not just global. Our NP hospitalists' and Physician backup (co-signer) are on for a week straight. The NP want/need this to default to Previous co-signer. we also have Rehab mid-levels that send to varies providers, they do NOT want their co-signer defaulting to previous co-signer, they need no default co-signer. We are having Notes go to the wrong providers. I have re-educated.. a few times.

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4 MERGED

Add cosign ability to a role

Merged
With the ability for cosigning for Notes added to roles such as physical therapy it would be super helpful to be able to set up the cosigner rules to a role instead of having to do it for each individual.
Guest about 1 year ago in Notes / Security 0 Product Owner Review