Axxess Home Care now enables organizations to require a co-signature for specified users’ non-medical assessments and custom care plans. By enabling organizations to require a co-signature for non-medical assessments and custom care plans when needed, this enhancement streamlines operations and ensures compliance.
To have a user’s non-medical assessments and custom care plans require a co-signature, enable the Non-Medical Assessments and Custom Care Plan permissions in the desired user’s profile.
To require a co-signature on a user’s non-medical assessments and custom care plans, navigate to the desired employee’s profile in the Employee Center and select Permissions from the Quick Links menu. In the Clinical section, expand the Co-Signature Required permissions and select the checkbox next to Non-Medical Assessments and Custom Care Plan.
Click Save to finish granting the permissions to the user.
Employees tab ➜ Employee Center ➜ Quick Links menu ➜ Permissions ➜ Clinical ➜ Co-Signature ➜ Non-Medical Assessments ➜ Custom Care Plan ➜ Save
To enable a user to co-sign supervisions, complete the same steps as above but in the Clinical section, expand the Ability to Co-Sign permissions and select the checkbox next to Non-Medical Assessments and Custom Care Plan.
Employees tab ➜ Employee Center ➜ Quick Links menu ➜ Permissions ➜ Clinical ➜ Ability to Co-Sign ➜ Non-Medical Assessments ➜ Custom Care Plan ➜ Save
Once this permission is enabled, non-medical assessments and custom care plans completed by the user will flow to the Pending Co-Signature list under the Schedule tab.
Here, users with permission to co-sign non-medical assessments and custom care plans can co-sign the document.
Updated on 11/19/2025
