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Our clinicians are having issues when opening a phone note. One user will open the phone note and start working on it and during this time another user also opens it to work on it, but is not alerted until they sign the document that another user is in it.
Is there any way to have an alert pop up when the document is first opened? I understand if you select the "Text" portion of the phone note it does say locked, but that is not part of our workflow. They automatically open to the forms portion, do the updates and sign or put back on hold.
The error when they try to sign or put on hold is as follows:
"Cannot sign changes to the clinical lists. Other users are still working on this documents. Try again in a few minutes."
When you hit "ok" everything you've done disappears and the phone note closes. Back in one of the older CPS versions, they were alerted as soon as they opened the document.
Posted : December 5, 2017 9:02 am
I just posted a related question, but haven't gotten too many comments yet. I'd be curious if your phone note is VFE or CCC or something else. Thanks, H
Posted : December 12, 2017 12:42 am
