Episode 63 Non-provider and their assistant co-signing?

So we have social workers and their assistants who have documents that are prepared by the assistant and signed by both the assistant and the social worker. They are not providers so they do not appear on the co-signer list. How does one have these non-providers appear on the co-signer list and allow co-signing?

-- Ignacio Valdes, MD, MS -- http://astronautvista.com

Here is how it is done for Recreational Therapy. Social Work is similar but Social Worker Assistant has to be added as a class.

GTM>D ^XUP

Setting up programmer environment This is a TEST account.

Terminal Type set to: C-VT100

You have 40 new messages. Select OPTION NAME: USR CLASS 1  USR CLASS DEFINITION       User Class Definition 2  USR CLASS MANAGEMENT MENU       User Class Management CHOOSE 1-2: 2 USR CLASS MANAGEMENT MENU     User Class Management

--- User Class Management Menu ---

1     User Class Definition 2     List Membership by User 3     List Membership by Class 5     Manage Business Rules

Select User Class Management Option: 1 User Class Definition

Select User Class Status: ACTIVE//   Active Start With Class: FIRST// RECREATION Go To Class: LAST// RECREA~ Searching for the User Classes. User Classes                 Jul 13, 2010@15:57:58          Page:    1 of    1 ACTIVE USER CLASSES                     2 Classes Class Name                                        Abbrev 1    Recreation Therapist                               RT          Active 2    Recreational Therapy Assistant                     RTA         Active

+ Next Screen - Prev Screen  ?? More Actions Select Class(s): (1-2): 1

Listing Members of #1

Searching for the User Classes. User Class Members           Jul 13, 2010@15:58:39          Page:    1 of    1 RECREATION THERAPISTs                    0 Members Member                                                Effective  Expires

No RECREATION THERAPISTs found

+ Next Screen - Prev Screen  ?? More Actions                     >>> Add                      Remove                    Change View Edit                     Schedule Changes          Quit Select Action: Quit// add  Add

Select MEMBER: ZZtest,User One ZZTEST,USER ONE       UZ          Social Worker MEMBER: ZZTEST,USER ONE// EFFECTIVE DATE: T (JUL 13, 2010) EXPIRATION DATE:

Select Another MEMBER: Rebuilding membership list. User Class Members           Jul 13, 2010@15:59:19          Page:    1 of    1 RECREATION THERAPISTs                     1 Member Member                                                Effective  Expires 1   ZZTEST,USER ONE                                       07/13/10

** ZZTEST,USER ONE Added **                                      >>> Add                      Remove                    Change View Edit                     Schedule Changes          Quit Select Action: Quit//   Quit Refreshing the list. User Classes                 Jul 13, 2010@15:59:23          Page:    1 of    1 ACTIVE USER CLASSES                     2 Classes Class Name                                        Abbrev 1   Recreation Therapist                                RT          Active 2    Recreational Therapy Assistant                     RTA         Active

+ Next Screen - Prev Screen  ?? More Actions Find                     Expand/Collapse Class     Change View Create a Class           List Members              Quit Edit User Class Select Action: Quit//   Quit Jul 13, 2010@16:35:30

--- User Class Management Menu ---

1     User Class Definition 2     List Membership by User 3     List Membership by Class 5     Manage Business Rules

Select User Class Management Option: 5 Manage Business Rules Select SEARCH CATEGORY: DOCUMENT DEFINITION// Select DOCUMENT DEFINITION: recreation ??

Select DOCUMENT DEFINITION: Recreational Therapy Assessment ??

Select DOCUMENT DEFINITION: Recreational Therapy Assessment      TITLE Std Title: RECREATIONAL THERAPY REPORT ASU Rule Browser             Jul 13, 2010@16:35:30          Page:    1 of    1 List Business Rules by DOCUMENT DEFINITION           0 Rules for TITLE RECREATIONAL THERAPY ASSESSMENT

No Business Rules currently exist for TITLE RECREATIONAL THERAPY ASSESSMENT

+ Next Screen - Prev Screen  ?? More Actions Find                     Edit Rule                 Change View Add Rule                 Delete Rule               Quit Select Action: Quit// Add  Add Rule Please Enter a New Business Rule:

Select DOCUMENT DEFINITION: Recreational Therapy Assessment      TITLE Std Title: RECREATIONAL THERAPY REPORT DOCUMENT DEFINITION: RECREATIONAL THERAPY ASSESSMENT // STATUS: ? Enter the status of document for which the event is authorized. Answer with USR Record STATUS NAME, or SEQUENCE Do you want the entire USR Record STATUS List? N (No) STATUS: UNCOSIGNED Action: COSIGNATURE USER CLASS: Recreational therapy ASSISTANT AND FLAG: USER ROLE: expected 1  EXPECTED COSIGNER 2  EXPECTED SIGNER CHOOSE 1-2: 1 EXPECTED COSIGNER DESCRIPTION: THERE ARE NO LINES! Edit? NO// ASU Rule Browser             Jul 13, 2010@16:39:17          Page:    1 of    1 List Business Rules by DOCUMENT DEFINITION            1 Rule for TITLE RECREATIONAL THERAPY ASSESSMENT

1   An UNCOSIGNED (TITLE) RECREATIONAL THERAPY ASSESSMENT may BE COSIGNED by a     RECREATIONAL THERAPY ASSISTANTan EXPECTED COSIGNER

** Item 1 Added ** Find                     Edit Rule                 Change View Add Rule                 Delete Rule               Quit Select Action: Quit//