How the Primary Provider Requests Co-sign
To send a co-sign request, you need to complete the SOAP Notes first.
Go to the Notes tab on the Patient page.
Complete the SOAP Notes fields.
Click Sign & Send.
You will then see the “Request Co-Sign” button.
Click on Request Co-Sign.
A pop-up window will appear.
Select from the dropdown list the Provider you want to request co-signature with.
Note: Only Providers who are added to the same clinic room as yours will appear on the dropdown list.
Click Request Co-Sign.
The selected provider will receive an email/SMS of the co-sign request.
Below your date and time stamp will show a confirmation that the co-sign request was sent to the selected provider.
You will also see on the Reminder field of your Dashboard tab the status of the co-sign request if it is still pending.
How the Co-Signer Provider Accepts the Request
Once a Primary Provider sends a co-sign request, the selected co-signer provider will receive an email/SMS notification about it.
Click on Review & Co-sign.
You will be routed to the login page if you have not logged in to your VSee Clinic yet.
After clicking on the link (and logging in), you will be routed to the patient visit page and directly to the bottom of the Notes tab.
Click the Co-Sign button.
A pop-up window will appear. Confirm and click on Co-Sign.
Below your name, date, and time stamp will show a confirmation that the chosen Provider will
Note: You can also click on the Request Co-Sign button again to continue sending co-sign requests to other Providers.
Note: Please reach out to your Account Manager if you'd like to enable this feature in your Clinic.
Need more assistance? Send us an email at help@vsee.com or check out the Help section under the Profile Menu of your VSee Clinic.
