Add a co-sign

Medexa offers you the possibility of issuing a co-signature on your documents.

This option is available in the activities section of the "Health summary" and "Charting" pages.

Pre-conditions

You will have to perform several steps beforehand if you want to be able to add your signature to the document.

• Add a signature in your account: to do this, go to My account > Signature
• Add a practice profile: for this, go to My clinic > User management > Users > Choose a user

Realize the co-signature

To do this, simply select your document on which you want to add a signature (existing document or newly added and not already completed).

On this page you will have to click on "Complete".

A new page will then appear which will ask you to validate your identity.

Here are the steps to complete the co-signing:

1. Here you will have to choose your existing practice profile or one that you have previously added.
   1. For the example below, we will use the user1 for the first signer
2. Fill in your password
3. Select the "Request a co-signatory's review" checkbox if you want to add a double signature to your document (this is not mandatory)
4. Select the co-signer from the list (we will call user2 the co-signer for this example)
5. Click on Send
   1. Once the document has been sent, your window will close and return to the list of activities. We will see the date of completion of the document
   2. If we re-open the document, we will see the new signature appear from user1

Now the co-signer user2 must connect to his account in order to issue a signature.

1. After logging in, the user will see a new task to complete in their account

2. Go to My account
3. Click on My Tasks
4. In the section My charting to complete, the new task will be visible in the list

5. Go to Clients
6. Select the customer
7. Click on Health summary or Charting (depending on what you did before)
8. Choose the activity to complete
   1. In the new page, we will see the activity signed by the user1

9. In this new page, you will need:
   1. Select practice profile
   2. Put your password
   3. Add a note (appears only for the co-signer)
10. Click on Complete

If we reopen the activity, we will see the two signatures and/or the two practice profiles.

Privacy

Access to activities depends on the privacy you have on:

• The patient file:

You can modify the confidentiality of the patient file by going to:

Clients > Choose a "Patient name" > Information > Assign professionals to this client

• The activity

You can change the privacy of the activity by going to:

Clients > Choose a "Patient name" > Health summary > Click on the "Privacy" button

• The episode of care

You can change the confidentiality of the care episode by going to:

Clients > Choose a "Patient name" > Charting> Click on the episode of care pencil

Example:

Let's assume if "user1" adds "user2" as a co-signer, but "user2" does not have access to the activity or the patient, he will not be able to co-sign.