Users who have the ‘Provider’ user role associated with their profiles may now perform a bulk action to sign-off on patients selected in time-logging program worklists.

Note: Users do not need to be a patient’s program-specific provider in order to perform bulk provider sign-off for the patients selected. However, users must have access to the program they are trying to perform bulk provider sign-off for.

To perform a bulk provider sign-off, navigate to a worklist for a time-logging program and use the checkbox column to select 1 or more patients.

Once the desired patients have been selected, the ‘Bulk Actions’ button will be enabled. Click the button to view a list of possible bulk actions a user can perform.

From the list, select the option for ‘Provider Sign-off.’

A modal will then be displayed which will show the number of patients selected in the header, the user who is performing the sign-off, and the date for sign-off.

After pressing the ‘Sign Off’ button, a confirmation modal will be displayed and ask users to confirm their choice by pressing ‘OK.’

The modal will then display the number of patients that had a successful provider sign-off applied to their Care Plans.

If a provider sign-off could not be applied to a patient’s Care Plan, the modal will also display the patient’s name along with the reason why a provider sign-off could not be completed.

A successful bulk provider sign-off will look like the image below with the name of provider, the type of sign-off, and the date.

An unsuccessful bulk provider sign off will show the reason why the sign-off could not be completed in the ‘Provider Sign Off’ field.

To access other helpful ThoroughCare articles in the Knowledge Base or to get help from the ThoroughCare Support team members, click the ‘i’ icon in the top right corner of the software next to the username and use the appropriate link!