Owner Clarity · Team Hubal tools
PSD
One tool, one job: create a prescription-specific direction, Kelsey signs it, the signed copy is filed into the patient's Phorest notes with its time stamp. Everything logs to the patient's thread.
Create a PSD
Anyone on the team can draft and submit. Only Kelsey can sign.
Waiting for your signature
Only you can sign. Once signed it goes straight back to the team to file into Phorest, and it leaves this queue.
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Signed, ready to complete
Download the signed PDF, add it to the patient's Phorest time-stamped files, then mark it completed.
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Drafts and changes requested
Kelsey's notes come back here, to the person it's with. Pass it on if they're not in.
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History
Who submitted, signed and completed each one.
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