Co-signing a Note

Created by Michael Marchese, Modified on Fri, 28 Aug at 3:00 PM by Shannon Russell

TREAT - Progress Notes

Co-signing a Note

Overview

Some notes require a co-signature. The author selects the co-signer when entering the note, and the co-signer is notified when the note is signed.




For the Author

  1. When entering the note, select the co-signer's name.
  2. Select SIGN NOTE. The note appears on the "Notes" screen as pending and a notification is sent to the co-signer.





For the Co-signer

Expand the note that needs to be co-signed. From there you can:

  • Co-sign the note.
  • Edit and co-sign the note.
  • Identify corrections required and return the note to the author.



Training Video


Co-signing a Note - User Instructions  |  Author: Michael Marchese  |  2026-07-17

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