Validation overview

You can support clinical learning inside the system by using the Validation feature. Validation allows certain people to approve the work of others before the work is considered correct and complete.

When a person requires validation, the work they do with a patient is tracked for approval. This information is summarized in a validation area for review. People with validation permissions can access this area in order to review and approve work.

People with validation permissions can also validate work directly from their mobile devices. Learners can present their work to a supervisor, who validates directly from their own mobile device instead of logging into the learner's computer.


Understanding Validation Items

This table summarizes the various items that can be validated for accuracy and completion. If a person requires validation, their work with any of these items requires validation.

Each validation item has different indicators to show when validation is required.

Can Be ValidatedWhen Validation Process BeginsPending Validation Indicator
Forms & LettersAfter a person that requires validation attempts to lock a form or letter.

Red exclamation mark beside the document in the Patient Documents panel. Hover to see "Requires Validation" message. The document's status is Pending. 

Findings & ProceduresAfter a person that requires validation adds findings and procedures to the General Procedure List or Treatment Plan.

Red exclamation mark beside the entry in the General Procedure List or Treatment Planning panels. Select to see "Validation Required" message.

Progress NotesAfter a person that requires validation creates or attempts to lock a progress note.

Red exclamation mark beside the progress note's name in the Progress Notes panel. Hover to see "Validation Required" message.

Periodontal ChartingAfter a person that requires validation enters any periodontal measurements into Periodontal Data Entry.Only visible from the Provider > Validation workspace. No visual indication in the Perio Data Entry screen or Periodontal Odontogram.
VitalsAfter a person that requires validation enters any vital measurements into the Patient Vitals panel.

Measurements requiring validation are shown as red circles in the Patient Vitals panel. Hover to see "Validation Required" message.

Validation Workflow

Accessing Validation Items

Your work that requires validation and the work you can validate are accessible using any of the following methods:

  • Go to Provider > Validation

     

  • Go to the Requires Validation Items panel on the patient or provider dashboard




  • Go to the Can Validate Items panel on the patient or provider dashboard

     

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