MD Chart Review

Your medical director reviews a set share of every provider’s charts. Not all of them. Not none of them.

Set one rate for the practice, a higher rate for new providers, and sign from a single daily queue. The signature stays on the chart.

All ChartsMD Review
8 of 12 required signed
Allure Square · Thu, Mar 12
SRSofia Reyes
DBDana Brooks
MTMia Torres
JPJess Park4/8
10:30amBotox · 40 unitsJordan Rivera · Jess Park, RNAwaiting MD Signature
9:00amBotox · 24 unitsPriya Shah · Sofia Reyes, NPMD signed Mar 12
Set the standard once

One review rate for the practice. A higher one for new providers.

Turn on Require MD review, set a default review rate for every provider, and add overrides for anyone who needs more oversight, such as new hires.

The daily requirement rounds up. Anyone who completed a chart that day needs at least one review when their rate is above zero.

MD Chart Review
Settings · Company
Require MD review
A medical director signs a share of each provider’s completed charts.
Default review rate
Applies to every provider without an override.
10%
Per-provider overrides
JPJess Park, RNFirst 90 days100%
Required signatures per day = completed charts × rate ÷ 100, rounded up
10 charts at 10%
1 signature
1 chart at 10%
1 signature
8 charts at 100%
8 signatures
One queue for the clinic day

Every completed chart for one location and one day, in one list.

The MD Review tab on Charts filters to Needs Review, Signed, or All. Click a provider to see only their charts, or search by service, client, or provider.

Progress is counted per provider. Extra signatures for one provider don’t cover another provider’s gap.

MD Review
Allure Square · Thu, Mar 12 · 8 of 12 required signed
10:30amBotox · 40 unitsJordan Rivera · Jess Park, RNAwaiting MD Signature
11:30amCheek filler · 2 syringesMaria Gomez · Jess Park, RNAwaiting MD Signature
2:00pmDysport · 60 unitsNora Patel · Jess Park, RNAwaiting MD Signature
3:30pmBotox · 20 unitsChloe Adams · Sofia Reyes, NPAwaiting MD Signature
Sign without leaving the list

Read the chart and sign it from the same screen.

A side drawer shows the finished service chart, who charted it, and the appointment time. Sign chart applies the medical director’s saved signature. The image is copied onto the chart, so a later change to their saved signature doesn’t rewrite old charts.

Only a medical director can sign. Admins can open the queue and the chart, read-only. The same sign action is on the chart itself.

View as
Botox · 40 units
Jordan Rivera · Thu, Mar 12 · 10:30am – 11:00am
Charted by Jess Park, RN
Awaiting MD Signature
Treatment areas
Glabella · 20uForehead · 12uCrow’s feet · 8u
Notes
Returning patient, same dosing as December. Tolerated well, no bruising. Follow-up in 2 weeks.
Signing as Dr. Amara Okafor
The status follows the chart

Signed or awaiting, everywhere the chart appears.

The badge shows on the chart header, the charts list, and the client’s visit history. Filter the charts list to awaiting or signed, and Review on any row opens that day’s queue with the chart already open.

Chart header
Jordan Rivera
Botox · 40 units · Thu, Mar 12
MD signed Mar 12
Charts list
AwaitingSigned
Cheek filler · 2 syringesMaria Gomez · Mar 12Review
Dysport · 60 unitsNora Patel · Mar 12Review
Client visit history
Botox · 40 unitsMar 12MD signed Mar 12
Lip filler · 1 syringeFeb 3Awaiting MD Signature
Botox · 36 unitsDec 4MD signed Dec 4
How it works

From review rate to signed record.

01Rate

10% default, 100% for a new injector.

02Queue

Today’s completed charts, 8 of 12 required signed.

03Sign

Full chart in the drawer, signed as the medical director.

04Record

“MD signed” on the chart and on the client’s history.

Set your review rate. Sign from one queue.

See the settings, the daily MD Review queue, and the signed record in a demo.