How To Co-Sign Fellows's OR Charts?

After October 6th, 2022 Main module update, cases can be finalized without staff's signatures.

All residents and fellows should add the staff name to the providers tab for all cases.

The staff do need to sign all these charts on iPro.  However, since these charts have already been finalized, they will NOT appear in the "Incomplete Cases" bucket. Stephanie will send out regular reminder emails with list of charts to be signed. One will then manually search those charts on iPro. Signature can be added while viewing a chart without unlocking, hence making the signing process easier.

Unfortunately, when we do this (signing without unlocking and finalizing) , the system does not generate a replacement record to send to Sunnycare which is the system of record, so the Hospital (and official records) continue to show unsigned charts.

So the solution going forward is that it is necessary to unlock the chart, then sign, then finalize the chart again. This will generate a new pdf to Sunnycare.

I know this takes longer, but until we have a better fix, this is the process.

The Hospital is understandably concerned about hundreds of incomplete records, so please have a look each week at the circulated list. If you signed before yet the record still appears on a list, you may have to unlock and finalize again right away.

This is best done when reviewing fellows' billing cards.