Carbon Copying the V10 Note

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Revision as of 16:57, 28 October 2015 by Litisha.Turner (talk | contribs) (Created page with "Please note that carbon copy functionality is available in the V10 note. It is highly recommended that click by click testing be done prior to implementing the functionality t...")
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Please note that carbon copy functionality is available in the V10 note. It is highly recommended that click by click testing be done prior to implementing the functionality to ensure functional consistency. Recommend settings to look at for set up are as follows:

  • Ensure the appropriate providers are set up in the referring provider dictionary
  • Ensure that document type is set up for carbon copy
  • Note that the cc icon will not be active until the note is signed final
  • Ensure that internal providers are set up to receive 'Review Tasks'
  • Review the "Recipients" webpage dialog and the "original note tab" associated with the cc icon for cc options