Michelle Anklan
My feedback
8 results found
-
12 votes
An error occurred while saving the comment Michelle Anklan supported this idea · -
179 votesMichelle Anklan supported this idea ·
-
510 votesMichelle Anklan supported this idea ·
-
109 votesMichelle Anklan supported this idea ·
-
361 votesMichelle Anklan supported this idea ·
-
377 votesMichelle Anklan supported this idea ·
-
60 votesMichelle Anklan supported this idea ·
An error occurred while saving the comment Michelle Anklan commentedUpvote! 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!
-
34 votes
This would be so helpful!