An assistant is invited to a practice with a supervising clinician named on the invitation — a practice owner or an associate of the practice. The invitation says who it is: they assign you patients and co-sign your notes.
An assistant opens no patient file by themselves. Their supervising clinician assigns a patient from the patient's Who can see this record, under Your assistants; the patient then appears on the assistant's list labelled Assigned to you, with the patient's details and clinical entries and never the money side. Unassign ends it.
An assistant writes notes but cannot sign them. Instead of Sign Note, the session offers Send for co-signature: the note waits in Review, and the notes awaiting the supervising clinician's signature are listed on their Today screen. The note shows who wrote it, awaiting co-signature.
Only the assistant's own supervising clinician can co-sign. Co-signing signs the note as the supervising clinician: once signed it can no longer be edited, only amended, and it shows Co-signed by them and the date.
Return for changes sends the note back to the assistant as a draft, with a reason that says what needs to change. The assistant changes it and sends it for co-signature again; the note shows who returned it, when and why.
An assistant keeps nothing: never a copy of a record, and never a keeper of one. When an assistant leaves, their notes stay in the practice's file, co-signed. Nobody signs another person's note.
Related
- Who sees whatA patient file has three layers — identity, money and clinical — and your hat in the practice decides which reach you; a grant adds patients, never layers.
- NotesEvery clinical note you can see, with its status, and where a session's note is signed, amended or co-signed.
- TodayYour day at a glance: today's appointments and the notes waiting for your signature.
- Practices, clinics and hatsA practice keeps patient files under one practice number, a clinic is the business around one or more practices, and what you may do comes from the hat you wear there.
- Changing the treating clinicianInside the practice a patient passes to a colleague by naming them the treating clinician: they receive every key of the file and continue it, with the earlier entries underneath.
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