Cosigning SOAP Notes (Single & Bulk)

Cosigning allows a supervisor or secondary provider to review and approve SOAP notes created by another staff member. You can cosign individual notes or cosign multiple notes at once from the SOAP Notes list.

Cosign a Single SOAP Note

1. Open the SOAP note created by another staff member.

2. Scroll to the bottom of the note.

3. Click Cosign to add your signature.

Remove a Cosign:
If you added your signature by mistake, click Remove Signature to undo it.

You can view the status of your cosigns directly from the SOAP Notes page.

Bulk Cosign Multiple Notes

1. Go to Dashboard → SOAP Notes.

2. Select one or more notes, or use the top checkbox to select all.

3. Click Bulk Cosign.

Notes:

• You cannot cosign your own notes. Any of your own notes selected will be skipped.

• Only notes created by other providers can be cosigned.
  
  
  

Permissions

To use the cosign feature, your role must include the Cosign permission under Settings → Roles & Permissions → Notes.