What are the steps to approve patient assistance notes?

This highlights what user need to know about the approval of patient assistance notes. Learn about the importance of accuracy and completeness, and follow the outlined steps for effective note approval.

Step 1: Log into the Apollo Dashboard

Log in to your Apollo Dashboard using your credentials.

Step 2: Navigate to the "Sign Assistant Notes" Section

Once logged in, navigate to the "Sign Assistant Notes" section under the "Patient" category on the dashboard.

Step 3: Search Records

Use the date filter to search for the relevant records. This will help you find the assistance notes that need approval.

Step 4: Select Records for Approval

From the search results, select the record(s) that require approval.

  • Note: If you click the "Approve Notes" button without selecting any record, an alert message will prompt you to select at least one record.



Step 5: Approve the Selected Notes

Click the "Approve Notes" button to approve the selected records. The selected assistance notes will then be approved.

Step 6: View and Edit Approved Notes

Approved notes will be removed from the listing of pending notes. You can still view and edit the approved notes from the "Sign Assistant Notes" section.

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