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                        Sunrise Quick Reference: Co-Signature for Documents



               Patient Belongings Note

                                                                         1. Select to highlight your patient, and
                                                                         click on the “Enter Document” icon in
                                                                         the toolbox menu.

                                                                         2. Type “Patient Belongings Note” in
                                                                         the Document Name search field and
                                                                         click on your document to highlight it.

                                                                         Double-click to open the document, or
                                                                         click on “Open” at the bottom of the
                                                                         window.




                                                                         3. Complete your documentation. If
                                                                         you are unable to complete your
                                                                         documentation at the time, select the
                                                                         “Incomplete” option and Save it. When
                                                                         you are able to, return to complete
                                                                         your document.

                                                                         4. If your document is complete, select
                                                                         the “Document Info” tab on the left
                                                                         panel.

                                                                         5. When the panel opens, select the
                                                                         tick box beside “Co-Signer(s)” to send a
                                                                         request for a co-signature.


                                                                         6. The co-signature window will open.
                                                                         To search for your colleague’s name,
                                                                         select the “Other” option if their name
                                                                         is not already listed.

                                                                         7.  In the search bar, begin by entering
                                                                         their last name. Click on “Search”.

                                                                         8. Select your colleague’s name.

                                                                         9. Click “Ok”.




               Created: May 1, 2020 Rev. May 1, 2020                                                 Page 1 of 3
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