Certification List

Introduction of physician certification tracking

When a document is faxed to a physician, right clicking the document allows the user to add it to the ‘physician certification list’. This right click capability is available for all completed documents and all plan of care documents.

This document remains in the pending queue of the physician certification list, after which it can be moved to the completed queue.



A document in the pending queue is designated with a red icon on the patient dashboard, the calendar, and the clinic control center. A note can be added to the document prior to assigning it a ‘physician certification complete’ status, and the date of certification by the physician can also be designated.

Document remains in the pending queue of the physician certification list, after which it can be moved to the completed queue.

To access the document go to

Patient Dashboard > Edit Patient > Certification List

Availability of Auto Certification Function

This option is available under Administration > edit staff > compliance. By default, auto certification is set to ‘No’. When set to ‘Yes’, every progress note for a Medicare patient that is faxed is added to the pending certification list. Also, every reevaluation for a non-Medicare patient that is faxed is added to the pending certification list. Also, every plan of care that is faxed is also added to the pending certification list for all payers.

Availability of the ‘Certification List’ option under the ‘Patients’ tab

This provides a quick searchable capability of patients with pending certifications. This is ideal for the front desk staff, and allows staff to keep track of documents pending signature / certification (marked with a red icon) and signed documents (marked with a green icon).

To access the list go to

Patient > Certification List