Review process and provider signatures.

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Report Review Flow

Staff Submits → Admin Reviews → Provider Signs → Ready to Send

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Reviewing Reports

Accessing Review Queue

1. Go to Reports → DSHS Reports
2. Filter: Pending Review
3. See reports awaiting approval

Review Checklist

For each report, verify:

• Client information correct
• Dates accurate
• Goals documented
• Progress notes complete
• Appointments included
• No spelling/grammar errors

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Approval Actions

Approve

1. Open report
2. Click Approve
3. Report moves to signature queue

Request Changes

1. Click Request Changes
2. Add specific feedback
3. Report returns to author

Reject

1. Click Reject
2. Select reason
3. Add notes
4. Report marked as rejected

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Provider Signature

Who Signs

Provider signature required:

• Super Admin, OR
• Designated signer

Adding Signature

1. Open approved report
2. Click Sign Report
3. Review final content
4. Sign electronically:
   • Draw signature, OR
   • Type name (typed signature)
5. Confirm

Signature Record

System captures:

• Who signed
• When signed
• IP address
• Timestamp

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Electronic Signature Compliance

Signatures meet:

• ESIGN Act requirements
• State electronic signature rules
• HIPAA compliance

Signature Elements

• Intent to sign
• Consent to electronic process
• Association with document
• Record retention

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Bulk Approval

For multiple reports:

1. Select reports (checkboxes)
2. Click Bulk Approve
3. All move to signature queue

Bulk Signing

1. Select approved reports
2. Click Bulk Sign
3. One signature applies to all
4. Each report timestamped

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Review Notes

Add internal notes:

1. Click Add Note
2. Enter comment
3. Notes visible to admins only
4. Not included in final report

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Audit Trail

Each report tracks:

• Created by / when
• Edited by / when
• Reviewed by / when
• Signed by / when
• Sent by / when

Access via Report History.

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Tips

• Review carefully — Signatures are binding
• Check dates — Period must be correct
• Verify content — Imported data may need editing
• Sign promptly — Don't delay after approval

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Troubleshooting

Can't sign report

• Verify you have signing permission
• Check report status is "Approved"
• Try refreshing page

Signature not showing

• Check PDF generation completed
• Wait a moment and refresh
• Contact support if persists

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Related Articles

• DSHS Reports Overview
• Emailing Reports to Case Managers
• Security Settings — Signature permissions