STEP 1. Doctor - please access NP or PA's patient list by clicking the "O" next to letter "S" to review/edit her notes without locking notes then let Scribes or NP/PA know that the notes are good to be locked under her account (you may not need to assign to her as they were under her schedule at the start):

STEP 2. NP/ PA : You can access your notes using the same steps above to lock the notes first, then "change assigned to".  NOTE: please leave "Cosign and REview" under Status blank.

a.

b.

STEP 3. DOCTOR - Please select "S" this time to show "review progress notes". You will see all the patients that Teresa reassigned to you. There should be "..." symbol next to each patient's name. You can click on that and select "co-sign" to lock the note. Once cosigned, the patient's name is removed from your assigned list.

a.

b. 

c. 

End result on each note should look like this (except with DOCTOR's and NP/PA's name):