Setting Chart Item Statuses

Setting Chart Item Statuses

On reports there is an option to "Set Status", which is used to change the status of one ore more Chart Items. When changing the status to Signed your ChartCaddy password must be entered in the field in between the drop down and the "Set Status" button. When viewing a specific Chart Item, to change the status first update the Status field and then click Save.

There is a specific order that must be followed when updating the status of Chart Items. The normal order is Draft, Completed, Signed, Approved, and then Final. Some organizations may have additional statuses depending on their configuration. Only clerks and administrators can set Chart Items to Approved or Final unless the user has a special permission. Only administrators can change the status of Chart Items from Final to Approved and then from Approved to Draft in order to revised a signed Chart Item.