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Michelle Anklan

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  1. 12 votes

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    Michelle Anklan commented  · 

    This would be so helpful!

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  2. 179 votes

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  3. 510 votes

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  4. 109 votes

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  5. 361 votes

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  6. 377 votes

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  7. 60 votes

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    Michelle Anklan commented  · 

    Upvote! As a supervisee, I would like my signature to be what triggers my supervisor that a note is complete and ready for them to sign. I've had inconsistent results with draft notes being lost, so I'd like to be able to save the note even if it's still a work in progress, then sign it when it's done and ready for my supervisor to sign.

    There also doesn't seem to be a simple way to track which notes I need to cosign via the client's notes page. On the signature report page it shows notes I haven't sign, then in order to sign a note from there it takes 3 steps for me to cosign it- click on view note details, click here to sign, then actually sign it. Then it takes me back to the client's note page, where the other notes in their file don't indicate whether I still need to cosign.

    Would really appreciate a more straightforward workflow for this situation!

  8. 34 votes

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