Implement "Bulk Signing" Capabilities for Pending Notes (Global and Client-Specific)

Currently, clinicians must open, review, and sign each progress note individually. When managing a large caseload or catching up on weekend documentation, this requires an excessive number of repetitive clicks and page loads. To streamline the administrative workflow and ensure timely compliance, providers need a secure way to sign multiple finalized notes simultaneously.

Requested Features / Solutions:

  • Global "Bulk Sign" from the Home Screen:

    • Implement a checkbox system on the main dashboard next to all unsigned notes.

    • Allow providers to select multiple notes (or click a "Select All Unsigned" box) and hit a single "Sign Selected Notes" button.

    • Security Safeguard: To maintain legal integrity, this action should trigger a single confirmation pop-up requiring the provider to re-enter their PIN/password or check an attestation box (e.g., "I attest that these selected notes accurately reflect the sessions billed").

  • Client-Specific "Bulk Sign" within Client Files:

    • When viewing a specific client's file, add a "Sign All Pending Notes for this Client" button. This allows the clinician to quickly lock and finalize an entire episode of care or a month of consecutive sessions for that specific individual in one step.

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Upvoters
Status

In Review

Board
πŸ’‘

Feature Request

Date

About 2 hours ago

Author

Christine Tronge LCSW

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