Changing the Approval Provider

The approval provider can be changed even if it has already been approved by the previously assigned approval provider.

To change the approval provider:

1. Click the Edit ( ) button next to the Approved by: [Approval Provider Name] label on the chart item or
2. Right-click on the chart item from the patient chart details grid and select Change Approval Provider.

   

   The Change Approving Provider dialog opens.

3. Select the new provider from the drop-down list and click OK.

   

   Once the approving provider is changed, the approval request is added to the approval work list of the new approving provider.

   Note: Once a chart item is approved, only the original approving provider can change the approving provider. Approving providers can be changed past the lock period for the chart item. Chart items that have been approved cannot be changed by a hygienist or assistant even if the lock period has not expired.

   When entering a SmartNote, the approving provider can be changed by clicking Edit.