see also:
Users who have been assigned the Reviewer Security Key will have reviewer-specific buttons inside a CPWM template (Figure 2-141).
Figure 2-141
Selecting the Send for Signature button allows the reviewer to select a signer for the document. The document will be sent to the person who is authorized to complete the upload process.
If there is a problem with the document, the reviewer can communicate with the original author by selecting Review Events to display a dialog box.
The reviewer can browse previous activity on the document by selecting entries under the Date/Time field, if there are any. To create a new review event, the reviewer selects Add New Send Back Event. The top three fields are set automatically. The reviewer places any communication to the author in the Sent Back Comments field. When the user selects Send Back Now to complete the transaction, the status of the document is changed to Sent Back and the original author receives a notice the next time he or she logs into CAPRI. The reviewer’s comments are the first thing seen when working with the sent back document.
If a reviewer has been selected to sign a document by another reviewer, he or she will see the following prompt (Figure 2-142) when displaying that document with CPWM.
Figure 2-142
Additional Considerations
A reviewer can display any document in CPWM, even if it is unsigned. Users who do not have the DVBAB CPWM REVIEWER key can only view signed documents or unsigned documents that belong to them.
Sending a CPWM Exam for Review
Users have the option to include comments with an exam when it is sent for review. When a user selects the Send for Review button in an open template, he or she is prompted with an additional option of Yes, with a comment to the reviewer (Figure 2-143).
Figure 2-143
Choosing the option Yes, with a comment to the reviewer opens the Send Reviewer A Message box (Figure 2-144). The user enters comments and then clicks Send to Reviewer Now.
Figure 2-144
Status of the exam then changes to Review Pending (Figure 2-145).
Figure 2-145
Sending a CPWM Exam for Cosignature / Cosignature Required
As previously described, CAPRI will respect the CPRS Authorization/Subscription Utility (ASU) and TIU business rules for cosignature. If a user is set up to require a note signature, the signature screen will appear as in Figure 2-146 after a title has been selected. Note that CAPRI has been modified to prevent displaying appointments with dates in the future from appearing in the list of Appointments.
If a cosignature is required and the cosigner box is not active for a particular user, IRM or the site’s Clinical Application Coordinator should be contacted for assistance.
Figure 2-146
Selecting the box under EXPECTED COSIGNER allows the user to select or change a previously selected cosigner. A Confirm Co-Signer dialog box is displayed in Figure 2-147.
Figure 2-147
The user should verify that the correct cosigner is being selected. The cosigner should sign the document directly in CAPRI to prevent use of the cosignature transfer utility.
Sending a CPWM Exam for Signature
Selecting Send for Signature allows the reviewer to select a signer for the document. The document will then be sent to the person who is authorized to complete the upload process.