Episode 63 Non-provider and their assistant co-signing?
From VistApedia
So we have social workers and their assistants who have documents that are prepared by the assistant and signed by both the assistant and the social worker. They are not providers so they do not appear on the co-signer list. How does one have these non-providers appear on the co-signer list and allow co-signing?
-- Ignacio Valdes, MD, MS -- http://astronautvista.com
Here is how it is done for Recreational Therapy. Social Work is similar but Social Worker Assistant has to be added as a class. GTM>D ^XUP Setting up programmer environment This is a TEST account. Terminal Type set to: C-VT100 You have 40 new messages. Select OPTION NAME: USR CLASS 1 USR CLASS DEFINITION User Class Definition 2 USR CLASS MANAGEMENT MENU User Class Management CHOOSE 1-2: 2 USR CLASS MANAGEMENT MENU User Class Management --- User Class Management Menu --- 1 User Class Definition 2 List Membership by User 3 List Membership by Class 5 Manage [[Business Rules~|Business Rules]] Select User Class Management Option: 1 User Class Definition Select User Class Status: ACTIVE// Active Start With Class: FIRST// RECREATION Go To Class: LAST// RECREA~ Searching for the User Classes. User Classes Jul 13, 2010@15:57:58 Page: 1 of 1 ACTIVE USER CLASSES 2 Classes Class Name Abbrev 1 Recreation Therapist RT Active 2 Recreational Therapy Assistant RTA Active + Next Screen - Prev Screen ?? More [[Action~|Action]]s Select Class(s): (1-2): 1 Listing Members of #1 Searching for the User Classes. User Class Members Jul 13, 2010@15:58:39 Page: 1 of 1 RECREATION THERAPISTs 0 Members Member Effective Expires No RECREATION THERAPISTs found + Next Screen - Prev Screen ?? More [[Action~|Action]]s >>> Add Remove Change View Edit Schedule Changes Quit Select [[Action~|Action]]: Quit// add Add Select MEMBER: ZZtest,User One ZZTEST,USER ONE UZ Social Worker MEMBER: ZZTEST,USER ONE// EFFECTIVE DATE: T (JUL 13, 2010) EXPIRATION DATE: Select Another MEMBER: Rebuilding membership list. User Class Members Jul 13, 2010@15:59:19 Page: 1 of 1 RECREATION THERAPISTs 1 Member Member Effective Expires 1 ZZTEST,USER ONE 07/13/10 ** ZZTEST,USER ONE Added ** >>> Add Remove Change View Edit Schedule Changes Quit Select [[Action~|Action]]: Quit// Quit Refreshing the list. User Classes Jul 13, 2010@15:59:23 Page: 1 of 1 ACTIVE USER CLASSES 2 Classes Class Name Abbrev 1 Recreation Therapist RT Active 2 Recreational Therapy Assistant RTA Active + Next Screen - Prev Screen ?? More [[Action~|Action]]s Find Expand/Collapse Class Change View Create a Class List Members Quit Edit User Class Select [[Action~|Action]]: Quit// Quit Jul 13, 2010@16:35:30 --- User Class Management Menu --- 1 User Class Definition 2 List Membership by User 3 List Membership by Class 5 Manage [[Business Rules~|Business Rules]] Select User Class Management Option: 5 Manage [[Business Rules~|Business Rules]] Select SEARCH CATEGORY: DOCUMENT DEFINITION// Select DOCUMENT DEFINITION: recreation ?? Select DOCUMENT DEFINITION: Recreational Therapy Assessment ?? Select DOCUMENT DEFINITION: Recreational Therapy Assessment TITLE Std Title: RECREATIONAL THERAPY REPORT ASU Rule Browser Jul 13, 2010@16:35:30 Page: 1 of 1 List [[Business Rules~|Business Rules]] by DOCUMENT DEFINITION 0 Rules for TITLE RECREATIONAL THERAPY ASSESSMENT No [[Business Rules~|Business Rules]] currently exist for TITLE RECREATIONAL THERAPY ASSESSMENT + Next Screen - Prev Screen ?? More [[Action~|Action]]s Find Edit Rule Change View Add Rule Delete Rule Quit Select [[Action~|Action]]: Quit// Add Add Rule Please Enter a New Business Rule: Select DOCUMENT DEFINITION: Recreational Therapy Assessment TITLE Std Title: RECREATIONAL THERAPY REPORT DOCUMENT DEFINITION: RECREATIONAL THERAPY ASSESSMENT // STATUS: ? Enter the status of document for which the event is authorized. Answer with USR [[RECORD~|Record]] STATUS NAME, or SEQUENCE Do you want the entire USR [[RECORD~|Record]] STATUS List? N (No) STATUS: UNCOSIGNED [[ACTION~|Action]]: COSIGNATURE USER CLASS: Recreational therapy ASSISTANT AND FLAG: USER ROLE: expected 1 EXPECTED COSIGNER 2 EXPECTED SIGNER CHOOSE 1-2: 1 EXPECTED COSIGNER DESCRIPTION: THERE ARE NO LINES! Edit? NO// ASU Rule Browser Jul 13, 2010@16:39:17 Page: 1 of 1 List [[Business Rules~|Business Rules]] by DOCUMENT DEFINITION 1 Rule for TITLE RECREATIONAL THERAPY ASSESSMENT 1 An UNCOSIGNED (TITLE) RECREATIONAL THERAPY ASSESSMENT may BE COSIGNED by a RECREATIONAL THERAPY ASSISTANTan EXPECTED COSIGNER ** Item 1 Added ** Find Edit Rule Change View Add Rule Delete Rule Quit Select [[Action~|Action]]: Quit//