Paperwork Notification

ClinicTracker offers a collaboration technique called Paperwork Notifications. Once you have completed all required fields on a document and saved it, you may want your supervisor to review your work. Rather than calling them on the phone or putting a note in their mailbox, you can easily send a Paperwork Notification by going to Actions -> Send Paperwork Notification or by clicking this icon on the top toolbar .

You will be given the option to send from Clinician to Supervisor or from Supervisor to Clinician. To do this, you must select a Clinician and Supervisor for the current record.

This will send a notification to the supervisor indicating that a record has been completed which requires review (or alternatively send a notification to the clinician that the supervisor has reviewed the record). The format of this notification will depend on how the recipient has selected to receive paperwork notifications in their Staff Info record.

If the recipient has opted to receive notifications by email, an email will be composed using your default email client. You will be given the opportunity to add any additional comments to the email before sending. If the user has opted to receive notifications via the ClinicTracker Message Board, the Manage Messages Form will be opened and a message will be composed that will include a direct link to the document you are working on. You can make any additional changes and save the message to post it. For more information about composing messages, see the section on the Message Board.

Note: If the recipient has opted to receive notification via email and you have no default mail client installed on your computer, you will see an error message. Click here for more information.