How to Review and Sign Charts

This guide is specifically for overseeing physicians who need to review and sign charts that have been marked for review by staff members or other providers.

For non-physicians: If you need to create charts and mark them for review, please use our How to Create Charts and Consultation Notes for Patients guide instead.

Step-by-Step Process

1. Navigate to Charts

Click on "Charts" in the Side Navigation bar under Dashboard > Charts.

Charts Menu

2. Filter Charts by Status

You can filter by status of the charts, so selecting "Needs Review" or "Draft" will show the charts that may require physician signature.

Filter by Status

3. Open Chart for Review

You can select the three dots on the right and "View" or just select the entire row in the table to open the chart.

Open Chart

4. Review and Sign Chart

Review the chart contents and then click the green "Sign Chart" button in the bottom right to sign.

Sign Chart

5. Confirmation and Status Update

You will get a green success message that says "Chart signed successfully" and then the status will change to Signed.

Note: If you still have your filter set to "Needs Review" that signed chart will no longer appear. Change the filter to "All Status" if you'd like to see the signed charts again.

Success Message

What Happens Next

Once a chart is signed, it becomes part of the patient's permanent medical record. The chart status will change from "Needs Review" or "Draft" to "Signed", and it will no longer appear in the filtered views for unsigned charts.

Related Guides

• How to Create Charts and Consultation Notes for Patients - For staff members and non-physicians who need to create charts and mark them for review

For additional support with chart review and signing, contact our support team at support@joinemrg.com.