How to check Notes that is not available in Claims - Ready to Send?

Purpose:
To identify and resolve why certain notes are not appearing in the Ready to Send claims queue due to cosign requirements.

Scope:
This procedure covers:

• Verification of cosign settings impacting claim submission
• Cases requiring cosignature before billing
• Updating case settings to enable claims processing

Procedure:

1. Identify missing notes in the Ready to Send queue
2. For each affected case:
   a. Click Actions > Update Case
   b. Check the Require Cosign option status
   c. If checked, either:
   • Obtain required cosignature, OR
   • Uncheck to remove cosign requirement (if permitted)
3. Saved notes will now appear in Ready to Send if all other requirements are met

Important Note:
Unchecking the cosign requirement should only be done in accordance with your clinic's documentation policies.

-To verify this; 

NOTES CREATED UNDER A CASE WITH COSIGN TURNED ON NEEDS TO BE COSIGN IN ORDER FOR THOSE NOTES TO APPEAR IN THE READY TO SEND TAB. 

Simply click on Actions > Update Case 

From here make sure that the Require Cosign option is not checked.