Note reviews

Some notes go to a reviewer after their author signs them:

• The patient's care team says whose notes a member reviews, such as an ABA case lead reviewing the technicians' notes.
• A note that waits for a co-signature, such as an assistant's or a clinical fellow's, goes to the supervisor who co-signs it.

Open Documentation > Note reviews to see your reviews, oldest first. The tabs show notes Awaiting review, Returned to their author and Approved. Show Everyone lists every review when you co-sign for the whole clinic or review documentation audits. Pick patients in the patient panel, or authors on its Providers tab, to narrow the list. A review past the clinic's review deadline shows Overdue. The number beside Note reviews in the menu counts the notes waiting for you.

Reviewing a note#

Click Review on a row, then Open the Note to read it.

• Approve (or Approve and Co-sign when the note waits for your co-signature): check the attestation, enter your verification code when asked and click Approve. The co-signature is added to the note.
• Return: say what the author should correct and click Return. The author corrects the signed note with an addendum, which sends the review back to you.
• Add Comment: the author and the reviewers can talk in the review's thread.

Audit results in the queue#

The Audit column shows each note's latest finished audit: Passed or Issues found, how many checks passed and failed, and how many findings are still open. Not audited means no audit has finished on the note. Pick Issues found, Passed or Not audited in the audit filter above the list to see only those notes.

Approving several notes at once#

On Awaiting review, check the notes you have read and click Approve and Co-sign Selected in the bar that appears. Check the attestation once, enter your verification code when asked, add a comment if you like and click Approve. Each note is approved on its own, and co-signed when it waits for your co-signature; a note you cannot approve (your own, or one already decided) says why and stays in the queue.

Split view#

Turn on Split view to work the queue beside the note. Click Review on a row and the note opens on the right as it was signed, with its audit results and findings, the review thread and the Return and Approve buttons. After you decide, the next note in the list opens. NeatPractice remembers the view for you.

When a payer counts only reviewed sessions as billable, an approved review is what lets the visit's charges go out. A note co-signed from Awaiting my co-sign approves its review too.

Notes your clinic's QA rules pick for quality review wait in QA reviews instead.

To follow returns across the clinic, run the Returned notes report.