14 Approving Grid Notes in Bulk

Multi-Approve Grid Notes

1. Click on the Notes desktop

2. Use the filters to search for grid signed notes needing approval based on the necessary criteria (date range, by client, by caregiver, etc.).

• Helpful Hint: In order to perform a multi-approval of grid notes, the following conditions must be met: client, caregiver, and service must be the same. Notes selected must be derived from grid style note templates.

3. Select the checkboxes for the corresponding notes to be approved.

4. Click on the Approve Grid Notes button

• Helpful Hint: If the conditions for multi-approval of grid notes are not met, you may receive an error message.

5. Review the notes for accuracy.

6. Click on the Approve button

• Helpful Hint: Approving of multiple grid notes is not available by enabling Notes Super-user mode. In order to approve multiple grid notes in bulk, the logged in user must be the assigned supervisor on the notes.

7. Select from Approve for Billing, Approve for Payroll, or Approve for both Billing and Payroll.

8. Enter your password

9. Click OK

• Helpful Hint: After clicking on OK, you may or may not be asked to override validations depending on particular security settings in the system and the settings for your particular assigned role.