Enabling Bulk Review Privileges

In Checkpoint, you can review progress notes in bulk. This is an easy and efficient way to complete an often-tedious task. Bulk Review is enabled per staff profile and allows staff to do the following to multiple notes at the same time.

 

 

• Review
• Return to Owner
• Add a message
• Add an addendum

System Controllers and some Agency Admins can adjust these settings. Follow the steps below to enable. 

 

1. Select the Staff menu.

If you do not see the Staff menu, you do not have Staff view privileges and will need to reach out to your administrators.

 

 

2. Select the Edit icon (pencil) for the staff you wish to assign the Bulk Review Privilege to.

 

 

3. Select the Security tab.

 

 

4. Select the "Bulk Review" check box under Progress Notes.

 

 

5. Select "Save" at the bottom.