Changes to Unsigned Transactions and Results UI
6 min
in the case that a transaction of a result will require several copies to be made for different providers to sign, profile has a feature to be able to create copies of a transaction to be given to different providers if a profile emr provider has high level permissions they are able to choose which copies to sign automatic copies to copies can be found in the work centre/unsigned transactions view under the copies panel note the copies panel can be configured to display below or to the right of the unsigned result if the copies panel does not appear, you can enable it in the filter with the option ‘show copies panel’ the example below shows the copies panel to the right of the unsigned result the example below shows the copies panel below the unsigned result an unsigned result will appear as below depending on your permissions, both an original transaction and its copies can be seen in the unsigned transactions page if the assigned field is set to all permitted if an unsigned transaction is a copy, a blue watermark with the initials of the provider will appear if the copy indicator column is enabled, there will also be a copy icon under the cc column in the unsigned transactions list the copy indicator column can be enabled from the transaction list filters screen and ticking the copy indicator checkbox under presentation/column copies can also be found at the bottom of the screen in medical records/results this can be configured vertically or on the bottom copies are often created automatically when a transaction is received electronically in profile, such as lab results if copies cannot be seen, go to the edit filters window and make sure the show copies box is checked manually creating copies of a new transaction add a new transaction for a patient once the transaction has been added, go to work centre/unsigned trans and select the transaction you wish to make a copy of in the unsigned transactions toolbar, press the copy to button to create a copy the select the providers to copies… window will open press the add provider button and select the provider you wish to send the copy to when all providers have been added, press ok to finish signing a copy of a transaction go to work centre/work/unsigned transactions in the assigned dropdown menu, choose the provider allocated to the copy select the transaction with multiple copies you wish to sign and select sign if multiple results are included in a single transaction, signing the record will cause a window to appear to confirm that each result in the transaction will be signed it is possible to select multiple results in the unsigned transaction menu to sign at once