Client Portal docs ready for review. – Checkpoint EHR

The "Client Portal docs ready for review" alert indicates that a client has completed and returned a document shared through the Client Portal. This guide outlines the steps to review and approve these documents.

1. Select the Alert: From the Cp Central dashboard, locate and select the "Client Portal docs ready for review" alert.

Select the alert.

2. Choose the Client: A list of clients who have returned documents will be displayed. Select the name of the client whose document you wish to review.

Select a name from the list.

3. View the Document: Navigate to the Shared Documents section and select the Magnifying Glass (view icon) to open the document for your review.

From the Shared Documents section you will select the Looking Glass icon to view the returned document.

4. Approve the Document: After you have finished reviewing the contents, select the Approve button.

Once you've reviewed the document you will select the Approve button.

5. Confirm the Action: A pop-up window will appear to confirm. Select Ok to finalize the process.

A pop up will appear to confirm the intended action.

1. Select the Alert: From the Cp Central dashboard, locate and select the "Client Portal docs ready for review" alert.

2. Choose the Client: A list of clients who have returned documents will be displayed. Select the name of the client whose document you wish to review.

3. View the Document: Navigate to the Shared Documents section and select the Magnifying Glass (view icon) to open the document for your review.

4. Approve the Document: After you have finished reviewing the contents, select the Approve button.

5. Confirm the Action: A pop-up window will appear to confirm. Select Ok to finalize the process.

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